在团队中与来宾协作Collaborate with guests in a team

如果需要在文档、任务和对话中与来宾进行协作,我们建议使用 Microsoft 团队。If you need to collaborate with guests across documents, tasks, and conversations, we recommend using Microsoft Teams. 团队提供了 Office 和 SharePoint 中提供的所有协作功能,并在统一的用户体验中提供了持续聊天和可自定义且可扩展的协作工具集。Teams provides all of the collaboration features available in Office and SharePoint with persistent chat and a customizable and extensible set of collaboration tools in a unified user experience.

在本文中,我们将完成必要的 Microsoft 365 配置步骤,以设置一个团队以与来宾协作。In this article, we'll walk through the Microsoft 365 configuration steps necessary to set up a team for collaboration with guests.

视频演示Video demonstration

该视频显示了本文档中描述的配置步骤。This video shows the configuration steps described in this document.

Azure 组织关系设置Azure Organizational relationships settings

Microsoft 365 中的共享受 Azure Active Directory 中的组织关系设置的最高级别的管辖。Sharing in Microsoft 365 is governed at its highest level by the organizational relationships settings in Azure Active Directory. 如果在 Azure AD 中禁用或限制来宾共享,此设置将覆盖您在 Microsoft 365 中配置的任何共享设置。If guest sharing is disabled or restricted in Azure AD, this setting overrides any sharing settings that you configure in Microsoft 365.

检查组织关系设置以确保不会阻止与来宾共享。Check the organizational relationships settings to ensure that sharing with guests is not blocked.

Azure Active Directory 组织关系设置页面的屏幕截图

设置组织关系设置To set organizational relationship settings

  1. 在上登录到 Azure Active Directory https://aad.portal.azure.comLog in to Azure Active Directory at https://aad.portal.azure.com.
  2. 在左侧导航窗格中,单击 " Azure Active Directory"。In the left navigation pane, click Azure Active Directory.
  3. 单击 " 外部标识"。Click External identities.
  4. 在 " 开始 " 屏幕的左侧导航窗格中,单击 " 外部协作设置"。On the Get started screen, in the left navigation pane, click External collaboration settings.
  5. 确保 来宾邀请者角色中的管理员和用户可以邀请成员 都可以邀请都设置为 "是"Ensure that Admins and users in the guest inviter role can invite and Members can invite are both set to Yes.
  6. 如果进行了任何更改,请单击 “保存”If you made changes, click Save.

请注意 " 协作限制 " 部分中的设置。Note the settings in the Collaboration restrictions section. 确保不会阻止您要与之进行协作的来宾域。Make sure that the domains of the guests that you want to collaborate with aren't blocked.

如果您使用多个组织的来宾,您可能希望限制其访问目录数据的能力。If you work with guests from multiple organizations, you may want to restrict their ability to access directory data. 这将阻止他们看到目录中的其他人是来宾。This will prevent them from seeing who else is a guest in the directory. 若要执行此操作,请在 " 来宾用户访问限制" 下,选择 " 来宾用户对属性和目录对象的成员身份的访问权限受到限制 ",并且 来宾用户访问仅限于其自己的目录对象的属性和成员身份To do this, under Guest user access restrictions, select Guest users have limited access to properties and membership of directory objects settings or Guest user access is restricted to properties and memberships of their own directory objects.

团队来宾访问设置Teams guest access settings

团队具有用于来宾访问的主开/关开关,以及可用于控制来宾在团队中可执行的操作的各种设置。Teams has a master on/off switch for guest access and a variety of settings available to control what guests can do in a team. 主开关,允许在团队中****进行来宾访问,以便来宾访问能够在团队中工作。The master switch, Allow guest access in Teams must be On for guest access to work in Teams.

检查以确保在团队中启用了来宾访问,并根据你的业务需求对来宾设置进行任何调整。Check to ensure that guest access is enabled in Teams and make any adjustment to the guest settings based on your business needs. 请记住,这些设置会影响所有团队。Keep in mind that these settings affect all teams.

Teams 来宾访问切换的屏幕截图

设定 Teams 来宾访问设置To set Teams guest access settings

  1. 访问 https://admin.microsoft.com 登录到 Microsoft 365 管理中心。Log in to the Microsoft 365 admin center at https://admin.microsoft.com.
  2. 在左侧导航窗格中,单击 " 全部显示"。In the left navigation pane, click Show all.
  3. 在“**管理中心 **”下,单击“团队”。Under Admin centers, click Teams.
  4. 在团队管理中心的左侧导航窗格中,展开 " 组织范围的设置 ",然后单击 " 来宾访问"。In the Teams admin center, in the left navigation pane, expand Org-wide settings and click Guest access.
  5. 确保在 Teams 中允许来宾访问设置为“”。Ensure that Allow guest access in Teams is set to On.
  6. 对其他来宾设置进行任何所需的更改,然后单击“保存”。Make any desired changes to the additional guest settings, and then click Save.

备注

在将团队来宾设置启用后,可能需要长达24小时才能使其变为活动状态。It may take up to twenty-four hours for the Teams guest settings to become active after you turn it on.

Microsoft 365 组来宾设置Microsoft 365 Groups guest settings

团队使用适用于团队成员身份的 Microsoft 365 组。Teams uses Microsoft 365 Groups for team membership. 必须打开 Microsoft 365 组来宾设置,才能使团队中的来宾访问能够正常工作。The Microsoft 365 Groups guest settings must be turned on in order for guest access in Teams to work.

Microsoft 365 管理中心中的 Microsoft 365 组来宾设置的屏幕截图

设置 Microsoft 365 组来宾设置To set Microsoft 365 Groups guest settings

  1. 在 Microsoft 365 管理中心的左侧导航窗格中,展开 " 设置"。In the Microsoft 365 admin center, in the left navigation pane, expand Settings.
  2. 单击 " 组织设置"。Click Org settings.
  3. 在列表中,单击 " Microsoft 365 组"。In the list, click Microsoft 365 Groups.
  4. 确保选中 " 允许组所有者将组织外部的人员添加为 Microsoft 365 组 " 和 " 允许来宾组成员访问组内容 " 复选框。Ensure that the Let group owners add people outside your organization to Microsoft 365 Groups as guests and Let guest group members access group content check boxes are both checked.
  5. 如果进行了更改,请单击 " 保存更改"。If you made changes, click Save changes.

SharePoint 组织级别的共享设置SharePoint organization level sharing settings

工作组内容(如文件、文件夹和列表)都存储在 SharePoint 中。Teams content such as files, folders, and lists are all stored in SharePoint. 为使来宾能够访问团队中的这些项目,SharePoint 组织级别的共享设置必须允许与来宾共享。In order for guests to have access to these items in Teams, the SharePoint organization-level sharing settings must allow for sharing with guests.

组织级别设置决定了可用于单个网站的设置,包括与团队相关的网站。The organization-level settings determine what settings are available for individual sites, including sites associated with teams. 网站设置不能比组织级别设置更具有更好的许可。Site settings cannot be more permissive than the organization-level settings.

如果要允许与未经身份验证的用户共享文件和文件夹,请选择 " 任何人"。If you want to allow file and folder sharing with unauthenticated people, choose Anyone. 如果要确保所有来宾都必须进行身份验证,请选择 " 新建" 和 "现有来宾"。If you want to ensure that all guests have to authenticate, choose New and existing guests. 选择组织中的任何网站将需要的 "最高" 设置。Choose the most permissive setting that will be needed by any site in your organization.

SharePoint 组织级别共享设置的屏幕截图

设置 SharePoint 组织级别的共享设置To set SharePoint organization-level sharing settings

  1. 在 Microsoft 365 管理中心的左侧导航窗格中,单击 " 管理中心" 下的 " SharePoint"。In the Microsoft 365 admin center, in the left navigation pane, under Admin centers, click SharePoint.
  2. 在 SharePoint 管理中心中,在左侧导航窗格中,展开 " 策略 ",然后单击 " 共享"。In the SharePoint admin center, in the left navigation pane, expand Policies and then click Sharing.
  3. 确保将 SharePoint 的 "外部共享" 设置为 " 任何人 " 或 " 新的和现有的来宾"。Ensure that external sharing for SharePoint is set to Anyone or New and existing guests.
  4. 如果进行了任何更改,请单击 “保存”If you made changes, click Save.

默认的文件和文件夹链接设置确定在用户共享文件或文件夹时,默认情况下将向用户显示的链接选项。The default file and folder link settings determine the link option that will be shown to users by default when they share a file or folder. 如果需要,用户可以在共享之前将链接类型更改为其他选项之一。Users can change the link type to one of the other options before sharing, if desired.

请注意,此设置会影响组织中的所有团队和 SharePoint 网站。Keep in mind that this setting affects all teams and SharePoint sites in your organization.

选择以下任一链接类型,当用户共享文件和文件夹时,默认情况下将选择这些类型之一:Choose any one of the following link-types which will be selected by default when users share files and folders:

  • 任何具有链接的人 -如果您希望执行大量未经身份验证的文件和文件夹共享,请选择此选项。Anyone with the link - Choose this option if you expect to do a lot of unauthenticated sharing of files and folders. 如果要允许 任何人 链接,但担心意外的共享,请考虑其他选项之一作为默认选项。If you want to allow Anyone links but are concerned about accidental unauthenticated sharing, consider one of the other options as the default. 仅当您已启用 任何 共享时,此链接类型才可用。This link type is only available if you've enabled Anyone sharing.
  • 仅限组织中的人员 -如果您希望大多数文件和文件夹共享与组织内部的人员共享,请选择此选项。Only people in your organization - Choose this option if you expect most file and folder sharing to be with people inside your organization.
  • 特定人员 -如果您希望对来宾执行大量文件和文件夹共享,请考虑此选项。Specific people - Consider this option if you expect to do a lot of file and folder sharing with guests. 此类型的链接可与来宾配合使用,并要求用户进行身份验证。This type of link works with guests and requires them to authenticate.

SharePoint 组织级别文件和文件夹共享设置的屏幕截图

设置 SharePoint 组织级别的默认链接设置To set the SharePoint organization-level default link settings

  1. 导航到 SharePoint 管理中心中的 "共享" 页面。Navigate to the Sharing page in the SharePoint admin center.
  2. 在 " 文件和文件夹链接" 下,选择要使用的默认共享链接。Under File and folder links, select the default sharing link that you want to use.
  3. 如果进行了任何更改,请单击 “保存”If you made changes, click Save.

创建团队Create a team

下一步是创建计划用于与来宾协作的团队。The next step is to create the team that you plan to use for collaborating with guests.

创建团队To create a team

  1. 在团队中的 " 团队 " 选项卡上,单击 "加入" 或 "在左窗格底部 创建团队 "。In Teams, on the Teams tab, click Join or create a team at the bottom of the left pane.
  2. 单击 " 创建团队"。Click Create a team.
  3. 单击 " 从头开始构建团队"。Click Build a team from scratch.
  4. 选择 " 专用 " 或 " 公共"。Choose Private or Public.
  5. 键入团队的名称和说明,然后单击 " 创建"。Type a name and description for the team, and then click Create.
  6. 单击 " 跳过"。Click Skip.

我们将稍后邀请用户。We'll invite users later. 接下来,请务必检查与团队关联的 SharePoint 网站的网站级别共享设置。Next, it's important to check the site-level sharing settings for the SharePoint site that is associated with the team.

SharePoint 网站级别的共享设置SharePoint site-level sharing settings

检查网站级别的共享设置以确保它们允许此团队的访问类型。Check the site-level sharing settings to make sure that they allow the type of access that you want for this team. 例如,如果将组织级别设置设置为 " 任何人",但希望所有来宾都对此团队进行身份验证,请确保将网站级别的共享设置设置为 " 新建" 和 "现有来宾"。For example, if you set the organization-level settings to Anyone, but you want all guests to authenticate for this team, then make sure the site-level sharing settings are set to New and existing guests.

SharePoint 网站外部共享设置的屏幕截图

设置网站级共享设置To set site-level sharing settings

  1. 在 SharePoint 管理中心中,在左侧导航窗格中,展开 " 网站 ",然后单击 " 活动网站"。In the SharePoint admin center, in the left navigation pane, expand Sites and click Active sites.
  2. 选择刚才创建的团队站点。Select the site for the team that you just created.
  3. 单击 .。。并选择 " 共享"。Click ... and choose Sharing.
  4. 确保将 "共享" 设置为 " 任何人 " 或 " 新的和现有的来宾"。Ensure that sharing is set to Anyone or New and existing guests.
  5. 如果进行了任何更改,请单击 “保存”If you made changes, click Save.

邀请用户Invite users

现在已配置来宾共享设置,因此您可以开始向团队添加内部用户和来宾。Guest sharing settings are now configured, so you can start adding internal users and guests to your team.

向团队邀请内部用户To invite internal users to a team

  1. 在团队中,单击 " 更多选项 " (***) ",然后单击" 添加成员"。In the team, click More options (***), and then click Add member.
  2. 键入要邀请的人员的姓名。Type the name of the person who you want to invite.
  3. 单击“添加”,然后单击“关闭”。Click Add, and then click Close.

向团队邀请来宾To invite guests to a team

  1. 在团队中,单击 " 更多选项 " (***) ",然后单击" 添加成员"。In the team, click More options (***), and then click Add member.
  2. 键入要邀请的来宾的电子邮件地址。Type the email address of the guest whom you want to invite.
  3. 单击 " 编辑来宾信息"。Click Edit guest information.
  4. 键入来宾的全名并单击复选标记。Type the guest's full name and click the check mark.
  5. 单击“添加”,然后单击“关闭”。Click Add, and then click Close.

另请参阅See also

有关与未经认证用户共享文件和文件夹的最佳做法Best practices for sharing files and folders with unauthenticated users

与来宾共享时限制文件意外曝光Limit accidental exposure to files when sharing with guests

创建安全的来宾共享环境Create a secure guest sharing environment

创建托管有来宾的 B2B 外联网Create a B2B extranet with managed guests

与 Azure AD B2B 的 SharePoint 和 OneDrive 集成SharePoint and OneDrive integration with Azure AD B2B