在文档中与来宾协作Collaborate with guests on a document

如果需要与组织外部人员协作处理SharePoint或OneDrive文档,您可以向这些人员发送一个指向该文档的共享链接。If you need to collaborate with people outside your organization on documents in SharePoint or OneDrive, you can send them a sharing-link to the document. 本文将介绍为 Microsoft 365 和 SharePoint 设置共享链接所需的 OneDrive 配置步骤,以满足组织的需要。In this article, we'll walk through the Microsoft 365 configuration steps necessary to set up sharing-links for SharePoint and OneDrive for the needs of your organization.

视频演示Video demonstration

该视频展示了本文档中介绍的配置步骤。This video shows the configuration steps described in this document.

Azure 外部协作设置Azure external collaboration settings

Microsoft 365 中的共享在最高级别由 Azure Active Directory 中的 B2B 外部协作设置 管理。Sharing in Microsoft 365 is governed at its highest level by the B2B external collaboration settings in Azure Active Directory. 如果在 Azure AD 中禁用或限制来宾共享,则此设置将覆盖在 Azure AD 中配置的任何Microsoft 365。If guest-sharing is disabled or restricted in Azure AD, this setting overrides any sharing settings that you configure in Microsoft 365.

检查 B2B 外部协作设置,确保不会阻止与来宾共享。Check the B2B external collaboration 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

设置外部协作设置To set external collaboration settings

  1. https://aad.portal.azure.com 上登录到 Azure Active Directory。Log in to Azure Active Directory at https://aad.portal.azure.com.
  2. 在左侧导航窗格中,单击 Azure Active DirectoryIn the left navigation pane, click Azure Active Directory.
  3. 单击 “外部标识”Click External identities.
  4. “入门” 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 “管理员和来宾邀请者角色中的用户可以邀请”,且 “成员可以邀请” 同时设置为 “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" 部分的设置。Note the settings in the Collaboration restrictions section. 确保不会阻止要协作来宾的域。Make sure that the domains of the guests that you want to collaborate with aren't blocked.

如果与多个组织的来宾合作,可能需要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. 这将阻止他们查看目录中的来宾。This will prevent them from seeing who else is a guest in the directory. 为此,在 “来宾用户访问限制” 下,选择 “来宾用户具有对目录对象设置的属性和成员身份的有限访问权限”“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.

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

为了使组织外部人员能够访问 SharePoint 或 OneDrive 中的文档,SharePoint 和 OneDrive 组织级别的共享设置必须允许与组织外部人员共享。In order for people outside your organization to have access to a document in SharePoint or OneDrive, the SharePoint and OneDrive organization-level sharing settings must allow for sharing with people outside your organization.

网站的组织级别SharePoint确定各个网站可用的SharePoint设置。The organization-level settings for SharePoint determine the settings that will be available for individual SharePoint sites. 网站设置不能比组织级别设置更宽松。Site settings cannot be more permissive than the organization-level settings. 用户的组织级别设置OneDrive确定将在用户的管理库中可用的OneDrive级别。The organization-level setting for OneDrive determines the level of sharing that will be available in users' OneDrive libraries.

For SharePoint and OneDrive, if you want to allow unauthenticated file and folder sharing, choose Anyone.For SharePoint and OneDrive, if you want to allow unauthenticated file and folder sharing, choose Anyone. 如果希望确保组织外部人员必须进行身份验证,请选择"新来宾和现有来宾"。If you want to ensure that people outside your organization have to authenticate, choose New and existing guests. 任何人 链接是最简单的共享方式:组织外部人员无需身份验证即可打开链接,并可以自由将链接传递给其他人。Anyone links is the easiest way to share: people outside your organization can open the link without authentication and are free to pass it on to others.

对于SharePoint,请选择组织中任何网站所需的最宽松设置。For SharePoint, 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 组织级共享设置To set SharePoint organization-level sharing settings

  1. 在 Microsoft 365 管理中心左侧导航窗格中的 “管理中心” 下,单击 “SharePoint”In the Microsoft 365 admin center, in the left navigation pane, under Admin centers, click SharePoint.
  2. In the SharePoint admin center, in the left navigation pane, under Policies, click Sharing.In the SharePoint admin center, in the left navigation pane, under Policies, click Sharing.
  3. 确保将用户或SharePoint的外部OneDrive设置为"任何人"或"新来宾和现有来宾"。 Ensure that external sharing for SharePoint or OneDrive is set to Anyone or New and existing guests. (请注意,OneDrive设置不能比 SharePoint 设置更宽松。) (Note that the OneDrive setting cannot be more permissive than the SharePoint setting.)
  4. 如果进行了任何更改,请单击 “保存”If you made changes, click Save.

默认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.

请记住,此设置会影响SharePoint网站和网站OneDrive。Keep in mind that this setting affects SharePoint sites in your organization, as well as OneDrive.

从以下任一类型中选择一个链接,然后在用户共享文件和文件夹时默认选择该链接:Choose a link from any of the following types which is then selected by default when users share files and folders:

  • 具有链接的 任何人 - 如果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 file and folder sharing. 如果希望允许 “任何人” 链接,但担心意外的未经身份验证的共享,请考虑使用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. 此链接类型仅在启用 ”任何人“ 共享时可用。This link type is only available if you've enabled Anyone sharing.
  • 仅组织内部人员 - 如果希望大多数文件和文件夹共享是与组织内部人员共享,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 - 如果希望与来宾进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. 此类链接适用于来宾,且要求他们进行身份验证。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

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

  1. 导航到 SharePoint 管理中心的"共享"页面。Navigate to the Sharing page in the SharePoint admin center.
  2. “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.

若要设置共享链接的权限,在"选择默认为共享链接 选择的权限"下。To set the permission for the sharing link, under Choose the permission that's selected by default for sharing links.

  1. 如果 不希望 未经身份验证的用户对文件和文件夹进行更改,请选择"查看"。Select View if you do not want unauthenticated users to make changes to the files and folders.
  2. 如果要 允许 未经身份验证的用户对文件和文件夹进行更改,请选择"编辑"。Select Edit if you want to allow unauthenticated users to make changes to the files and folders.

请注意,上述两个预提交选项不仅适用于来宾/外部用户,还可以应用于内部用户。Note that the above two premission-options can be applied not only for guests/external users but also for internal users. 您选择的权限选项由自行决定。The permission-option you choose is determined by self-discretion.

设置允许与任何人共享的链接的权限To set permissions for links that allow sharing with anyone

  1. 在" 这些链接可以授予以下权限"下: 子窗格Under the These links can give these permissions: sub-pane,
    1. "文件 "下拉列表中,From the Files drop-down list,
      • 如果要 允许未经 身份验证的用户对文件进行更改,请选择"查看和编辑"。Select View and edit if you want to allow unauthenticated users to make changes to the files.
      • 如果您 不希望 未经身份验证的用户对文件进行更改,请选择"查看"。Select View if you do not want unauthenticated users to make changes to the files.
    2. "文件夹 "下拉列表中,From the Folders drop-down list,
      • 如果要 允许未经身份验证的用户 对文件夹进行更改,请选择"查看、编辑和上载"。Select View, edit, and upload if you want to allow unauthenticated users to make changes to the folders.
      • 如果 不希望 未经身份验证的用户对文件夹进行更改,请选择"查看"。Select View if you do not want unauthenticated users to make changes to the folders.

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

如果要共享网站中的文件和文件夹SharePoint,还需要检查该网站的网站级别共享设置。If you're sharing files and folders that are in a SharePoint site, you also need to check the site-level sharing settings for that site.

SharePoint 网站外部共享设置的屏幕截图

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

  1. 在 SharePoint 管理中心的左侧导航栏中,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. 选择要与来宾共享文件和文件夹的网站。Select the site on which you want to share files and folders with guests.
  3. 在选定网站 (的行中向右滚动,) "外部共享"列中 的任意位置 单击。Scroll right across the row (in which the selected site is present) and click anywhere in the External sharing column.
  4. 在弹出的页面中,单击"策略 " 选项卡。From the page that pops up, click Policies tab.
  5. 在"外部 共享"窗格下,单击"编辑 "。Under the External sharing pane, click Edit.
  6. 确保将共享设置为 “任何人”“新来宾和现有来宾”Ensure that sharing is set to Anyone or New and existing guests.
  7. 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

来宾共享设置现已配置;以便用户现在可以与组织外部人员共享文件和文件夹。Guest-sharing settings are now configured; so users can now share files and folders with people outside your organization. 有关详细信息,OneDrive共享文件和文件夹和共享 SharePoint 文件或文件夹。See Share OneDrive files and folders and Share SharePoint files or folders for more information.

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

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