Guest access

You can invite external parties—such as consultants, contractors, or clients—into your SharePoint environment and target content with Compliance Tracker 365 for read acknowledgements.

If you rely on a workforce of external contractors (with their own email accounts) and need to ensure they have read the latest procedures and safety notices, you can use Compliance Tracker 365 with any document library.

📖 Learn more: Microsoft Entra External Identities Pricing

Guest Access Requirements

To enable external access, guests must have Read access to the app.

Tenant App Catalogue Guest Access

If the app is installed in the Tenant App Catalogue, guest accounts must have Read access to the App Catalog site.

Steps:
  1. In SharePoint Admin, allow external sharing of the app site collection by selecting New and existing guests.
  2. If all guest accounts are added to a CT365 Guests security group, add the group to the site with Read access.
    • Ensure the Send email notification option is disabled.
  3. The CT365 Guests security group can also be associated with Profile terms.
    • All members of the group will be targeted with content tagged with the term for reading.

Everyone Group

The built-in Everyone group can be used to apply permissions to all internal and external accounts. Use PowerShell to enable the option in SharePoint.

Connect-SPOService -URL https://contoso-admin.sharepoint.com
Set-SPOTenant -ShowEveryoneClaim $True
  • Once enabled, the Everyone group can be added to the App Catalogue site as a Reader.
  • ⚠️ Note: This group cannot be used to target content.

When guests are invited to the tenant by an administrator, they can be added to the CT365 Guests group at the time of creation.
This group can also be used to display an application link in the invitation email.

Setup Steps:

  1. Review Quickstart: Add an enterprise application and select Create your own application.
  2. From Overview:
    • Assign/add the CT365 Guests group to access the app.
    • Configure Single Sign-On to link to the main landing page of the Compliance Tracker 365-enabled site.
  3. From Properties:
    • Upload and save an appropriate logo for the Compliance page.

When new guests accept the invite, they will be redirected to a page containing an application link to the Compliance page.

Important Notes

  • Access to SharePoint Online content can take 5–10 minutes to fully set up.
  • Content may not be visible if invite links are clicked immediately after receipt.