在小組中與來賓共同作業Collaborate with guests in a team

如果您需要跨檔、工作和交談共同處理來賓,我們建議使用 Microsoft 團隊。If you need to collaborate with guests across documents, tasks, and conversations, we recommend using Microsoft Teams. 小組會提供 Office 和 SharePoint 中的所有共同作業功能,以及持續聊天的功能,以及可自訂且可擴展的共同作業工具集合,以整合的使用者體驗。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,我們將逐步完成設定小組以與來賓共同作業時,所需的 Microsoft 365 設定步驟。In this article, we'll walk through the Microsoft 365 configuration steps necessary to set up a team for collaboration with guests. 設定來賓存取權之後,您可以依照在 小組中新增客人的步驟,邀請客人加入小組。Once you have configured guest access, you can invite guests to teams by following the steps in Add guests to a team in Teams.

影片示範Video demonstration

這段影片顯示本檔所述的設定步驟。This video shows the configuration steps described in this document.

Azure 外部協同作業設定Azure External collaboration settings

Microsoft 365 中的共用受 Azure Active Directory 中的 B2B 外部共同作業設定的最高層級。Sharing in Microsoft 365 is governed at its highest level by the B2B external collaboration settings in Azure Active Directory. 如果 Azure AD 中已停用或限制來賓共用,此設定會覆寫您在 Microsoft 365 中設定的任何共用設定。If guest sharing is disabled or restricted in Azure AD, this setting overrides any sharing settings that you configure in Microsoft 365.

檢查 B2B 外部協同設定設定,以確保不會封鎖與來賓共用。Check the B2B external collaboration settings settings to ensure that sharing with guests is not blocked.

Azure Active Directory 組織關聯性設定頁面的螢幕擷取畫面

設定外部協同作業設定To set external collaboration settings

  1. 登入 Azure Active Directory at https://aad.portal.azure.comLog in to Azure Active Directory at https://aad.portal.azure.com.
  2. 在左功能窗格中,按一下 [ Azure Active Directory]。In the left navigation pane, click Azure Active Directory.
  3. 按一下 [ 外部 身分識別]。Click External identities.
  4. 在 [ 快速入門 ] 畫面上,按一下左功能窗格中的 [ 外部協同作業設定]。On the Get started screen, in the left navigation pane, click External collaboration settings.
  5. 確定 guest 和 guest inviter role 中的系統管理員和使用者都可以邀請成員可以邀請 皆設定為 [是]Ensure that Admins and users in the guest inviter role can invite and Members can invite are both set to Yes.
  6. 如果您做了任何變更,請按一下 [儲存]。If you made changes, click Save.

請記下 [ 協同限制 ] 區段中的設定。Note the settings in the Collaboration restrictions section. 確定您要與之來賓進行共同作業的網域不會遭到封鎖。Make sure that the domains of the guests that you want to collaborate with aren't blocked.

如果您與多個組織的客人合作,您可能想要限制其存取目錄資料的能力。If you work with guests from multiple organizations, you may want to restrict their ability to access directory data. 這可防止使用者看到目錄中的客人。This will prevent them from seeing who else is a guest in the directory. 若要執行此動作,請在 [ 來賓使用者訪問限制] 底下,選取 [來賓使用者對內容的 存取權受到限制 ],或 [來賓使用者存取許可權制于自身目錄物件的屬性和成員資格] 設定。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.

小組訪客存取設定Teams guest access settings

團隊具有來賓存取的主圖形參數和各種設定,可控制哪些來賓可以在小組中執行。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. 主要參數 允許小組中的來賓存取 必須 開啟 ,以供來賓存取在小組中運作。The master switch, Allow guest access in Teams must be On for guest access to work in Teams.

檢查以確保小組已啟用來賓存取,並根據您的業務需求對來賓設定進行任何調整。Check to ensure that guest access is enabled in Teams and make any adjustment to the guest settings based on your business needs. 請記住,這些設定會影響所有小組。Keep in mind that these settings affect all teams.

Teams 來賓存取切換的螢幕擷取畫面

設定 Teams 來賓存取設定To set Teams guest access settings

  1. 登入 https://admin.microsoft.com 的 Microsoft 365 系統管理中心。Log in to the Microsoft 365 admin center at https://admin.microsoft.com.
  2. 在左功能窗格中,按一下 [ 全部顯示]。In the left navigation pane, click Show all.
  3. 在 [系統管理中心] 底下,按一下 [Teams]。Under Admin centers, click Teams.
  4. 在團隊系統管理中心的左功能窗格中,展開 [ 整個組織的設定 ],然後按一下 [ 來賓存取]。In the Teams admin center, in the left navigation pane, expand Org-wide settings and click Guest access.
  5. 確定 [在 Teams 中允許來賓存取] 已設定為 [開啟]。Ensure that Allow guest access in Teams is set to On.
  6. 對其他來賓設定進行所需的變更,然後按一下 [儲存]。Make any desired changes to the additional guest settings, and then click Save.

一旦開啟團隊使用者存取,您可以選擇性地使用敏感度標籤控制個別小組及其相關聯 SharePoint 網站的 guest 存取。Once Teams guest access is turned on, you can optionally control guest access to individual teams and their associated SharePoint sites using sensitivity labels. 如需詳細資訊,請參閱 [使用敏感度標籤來保護 Microsoft Teams、Microsoft 365 群組和 SharePoint 網站中的內容]For more information, see Use sensitivity labels to protect content in Microsoft Teams, Microsoft 365 groups, and SharePoint sites.

注意

「小組訪客」設定在開啟後,可能需要長達24小時的時間才會變成作用中。It may take up to twenty-four hours for the Teams guest settings to become active after you turn it on.

Microsoft 365 群組來賓設定Microsoft 365 Groups guest settings

小組會使用 Microsoft 365 群組做為小組成員資格。Teams uses Microsoft 365 Groups for team membership. 為了讓小組中的來賓存取能夠運作,必須開啟 Microsoft 365 群組來賓設定。The Microsoft 365 Groups guest settings must be turned on in order for guest access in Teams to work.

Microsoft 365 系統管理中心中 Microsoft 365 群組來賓設定的螢幕擷取畫面

設定 Microsoft 365 群組來賓設定To set Microsoft 365 Groups guest settings

  1. 在 Microsoft 365 系統管理中心的左功能窗格中,展開 [ 設定]。In the Microsoft 365 admin center, in the left navigation pane, expand Settings.
  2. 按一下 [ 組織設定]。Click Org settings.
  3. 在清單中,按一下 [ Microsoft 365 群組]。In the list, click Microsoft 365 Groups.
  4. 確定 允許群組擁有者將組織外部的人員新增至 Microsoft 365 群組做為來賓 ,並 讓 [允許來賓群組成員存取群組內容 ] 核取方塊皆已勾選。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. 如果您進行變更,請按一下 [ 儲存變更]。If you made changes, click Save changes.

SharePoint 組織層級共用設定SharePoint organization level sharing settings

小組內容(如檔案、資料夾和清單)全都儲存在 SharePoint。Teams content such as files, folders, and lists are all stored in SharePoint. 為了讓來賓能夠存取小組中的這些專案,SharePoint 組織層級的共用設定必須允許與來賓共用。In order for guests to have access to these items in Teams, the SharePoint organization-level sharing settings must allow for sharing with guests.

組織層級設定會決定個別網站可使用的設定,包括與小組相關聯的網站。The organization-level settings determine what settings are available for individual sites, including sites associated with teams. 網站設定不能超過組織層級設定的許可。Site settings cannot be more permissive than the organization-level settings.

如果您想要允許檔案和資料夾與未驗證人員共用,請選擇 [ 任何人]。If you want to allow file and folder sharing with unauthenticated people, choose Anyone. 如果您想要確保所有來賓都必須進行驗證,請選擇 [ 新增] 和 [現有來賓]。If you want to ensure that all guests have to authenticate, choose New and existing guests. 選擇您的組織中的任何網站所需的功能最寬鬆設定。Choose the most permissive setting that will be needed by any site in your organization.

SharePoint 組織層級共用設定的螢幕擷取畫面

設定 SharePoint 組織層級的共用設定To set SharePoint organization-level sharing settings

  1. 在 Microsoft 365 系統管理中心的左功能窗格中,按一下 [系統 管理中心] 底下的 [ SharePoint]。In the Microsoft 365 admin center, in the left navigation pane, under Admin centers, click SharePoint.
  2. 在 [SharePoint 系統管理中心] 的左功能窗格中,展開 [ 原則 ],然後按一下 [ 共用]。In the SharePoint admin center, in the left navigation pane, expand Policies and then click Sharing.
  3. 確定 SharePoint 的外部共用已設定為 任何人新的和現有的客人Ensure that external sharing for SharePoint is set to Anyone or New and existing guests.
  4. 如果您做了任何變更,請按一下 [儲存]。If you made changes, click Save.

預設的檔案和資料夾連結設定會決定在使用者共用檔案或資料夾時,預設會向使用者顯示的連結選項。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. 如有需要,使用者可以在共用之前將連結類型變更為其他選項之一。Users can change the link type to one of the other options before sharing, if desired.

請記住,此設定會影響組織中的所有小組和 SharePoint 網站。Keep in mind that this setting affects all teams and SharePoint sites in your organization.

選擇下列任一連結類型:使用者共用檔案和資料夾時預設會選取下列其中一種連結類型:Choose any one of the following link-types which will be selected by default when users share files and folders:

  • 任何具有連結的使用者 -如果您想要對檔案和資料夾進行許多未驗證的共用,請選擇此選項。Anyone with the link - Choose this option if you expect to do a lot of unauthenticated sharing of files and folders. 如果您想要允許 任何人 的連結,但擔心意外的共用驗證,請將其中一個其他選項視為預設值。If you want to allow Anyone links but are concerned about accidental unauthenticated sharing, consider one of the other options as the default. 只有在您已啟用 任何 共用時,才可使用此連結類型。This link type is only available if you've enabled Anyone sharing.
  • 僅限貴組織中的人員 -如果您預期大多數的檔案和資料夾共用與組織內的人員有關,請選擇此選項。Only people in your organization - Choose this option if you expect most file and folder sharing to be with people inside your organization.
  • 特定人員 -如果您想要對來賓執行大量檔案和資料夾共用,請考慮此選項。Specific people - Consider this option if you expect to do a lot of file and folder sharing with guests. 這種連結類型與來賓搭配使用,需要驗證。This type of link works with guests and requires them to authenticate.

SharePoint 組織層級檔案和資料夾共用設定的螢幕擷取畫面

設定 SharePoint 組織層級的預設連結設定To set the SharePoint organization-level default link settings

  1. 流覽至 SharePoint 系統管理中心的 [共用] 頁面。Navigate to the Sharing page in the SharePoint admin center.
  2. 在 [檔案 和資料夾連結] 底下,選取您要使用的預設共用連結。Under File and folder links, select the default sharing link that you want to use.
  3. 如果您做了任何變更,請按一下 [儲存]。If you made changes, click Save.

建立小組Create a team

下一步是建立您計畫用以與客人合作的小組。The next step is to create the team that you plan to use for collaborating with guests.

建立小組To create a team

  1. 在 [小組] 的 [ 小組 ] 索引標籤上,按一下 [ 加入] 或 [建立小組 ] (位於左窗格的底部)。In Teams, on the Teams tab, click Join or create a team at the bottom of the left pane.
  2. 按一下 [ 建立小組]。Click Create a team.
  3. 按一下 [ 從頭開始建立小組]。Click Build a team from scratch.
  4. 選擇 [ 私人 ] 或 [ 公用]。Choose Private or Public.
  5. 輸入團隊的名稱和描述,然後按一下 [ 建立]。Type a name and description for the team, and then click Create.
  6. 按一下 [ 略過]。Click Skip.

我們稍後會邀請使用者。We'll invite users later. 接下來,請務必檢查與小組相關聯之 SharePoint 網站的網站層級共用設定。Next, it's important to check the site-level sharing settings for the SharePoint site that is associated with the team.

SharePoint 網站層級共用設定SharePoint site-level sharing settings

檢查網站層級的共用設定,確定其允許此小組的訪問類型。Check the site-level sharing settings to make sure that they allow the type of access that you want for this team. 例如,如果您將組織層級設定設定為 [ 任何人],但您希望所有來賓都對此小組進行驗證,請確定網站層級共用設定已設定為 [ 新增] 和 [現有來賓]。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 網站外部共用設定的螢幕擷取畫面

設定網站層級共用設定To set site-level sharing settings

  1. 在 SharePoint 系統管理中心的左功能窗格中,展開 [ 網站 ],然後按一下 [作用中的 網站]。In the SharePoint admin center, in the left navigation pane, expand Sites and click Active sites.
  2. 為您剛建立的小組選取網站。Select the site for the team that you just created.
  3. 點擊。。。,然後選擇 [ 共用]。Click ... and choose Sharing.
  4. 確定 [共用] 設定為 [ 任何人 ] 或 [ 現有來賓]。Ensure that sharing is set to Anyone or New and existing guests.
  5. 如果您做了任何變更,請按一下 [儲存]。If you made changes, click Save.

邀請使用者Invite users

現在已設定來賓共用設定,因此您可以開始將內部使用者和來賓新增至您的小組。Guest sharing settings are now configured, so you can start adding internal users and guests to your team.

邀請內部使用者加入小組To invite internal users to a team

  1. 在團隊中,按一下 [ 更多選項 ] (***) ],然後按一下 [ 新增成員]。In the team, click More options (***), and then click Add member.
  2. 輸入您要邀請之人員的名稱。Type the name of the person who you want to invite.
  3. Click Add, and then click Close.Click Add, and then click Close.

邀請客人加入小組To invite guests to a team

  1. 在團隊中,按一下 [ 更多選項 ] (***) ],然後按一下 [ 新增成員]。In the team, click More options (***), and then click Add member.
  2. 輸入您要邀請之客人的電子郵件地址。Type the email address of the guest whom you want to invite.
  3. 按一下 [ 編輯來賓資訊]。Click Edit guest information.
  4. 輸入來賓的完整名稱,然後按一下核取記號。Type the guest's full name and click the check mark.
  5. Click Add, and then click Close.Click Add, and then click Close.

另請參閱See also

與未驗證使用者共用檔案和資料夾的最佳做法Best practices for sharing files and folders with unauthenticated users

與來賓共用時限制意外暴露檔案Limit accidental exposure to files when sharing with guests

建立安全的來賓共用環境Create a secure guest sharing environment

使用受管理來賓建立 B2B 外部網路Create a B2B extranet with managed guests

SharePoint 和 OneDrive 與 Azure AD B2B 整合SharePoint and OneDrive integration with Azure AD B2B

當您從 SharePoint 或 OneDrive 共用時,共用選項會變灰。Sharing options are greyed out when sharing from SharePoint or OneDrive