Did you know that you can invite external parties, such as consultants, contractors or clients, to your SharePoint environment and target content with Compliance Tracker 365 for read acknowledgements.

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

https://learn.microsoft.com/en-gb/entra/external-id/external-identities-pricing

To get this working, guests must have read access to the app.

Tenant app catalogue guest access

If the app is installed to the tenant app catalogue, the guest accounts must have read access to the App Catalog site. To grant access:

1. In SharePoint Admin, allow external sharing of the app site collection by New and existing guests.

2. If all guest accounts are added to an CT365 guests security group, simply add the group to the site with Read access. Make sure the send email notification is disabled.
   The security group CT365 guests, can also be associate with Profile terms. All members of the group will be targeted content tagged with the term for reading.

Everyone group

To show built-in Everyone group (which can be used to apply permissions 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

The group called Everyone’** can now be added to the App catalogue site as a reader. Note that this group cannot be used to target content.

Guest invitation application link

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

To do this, review Quickstart: Add an enterprise application, and select Create your own application.

From Overview:

• Assign/add the CT365 guests group to access the app.
• Setup single sign-on to Link to the main landing page of the Compliance Tracker 365 enabled site.

From Properties:

• Update and save an appropriate logo for the Compliance page.

When new guests accept the invite, they’ll be redirected to a page which contains an application link to the Compliance page.