在文件上與來賓共同作業Collaborate with guests on a document

如果您需要與組織外部的人員共同作業 SharePoint 或 OneDrive 中的檔,您可以將檔的共用連結傳送給他們。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. 在本文中,我們將逐步檢查必要的 Microsoft 365 設定步驟,以設定 SharePoint 和 OneDrive 組織需求的共用連結。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.

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 的外部共同作業設定,以確保不會封鎖與來賓共用。Check the B2B external collaboration 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.

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

為了讓組織外部人員能夠存取 SharePoint 或 OneDrive 中的檔,SharePoint 和 OneDrive 組織層級的共用設定必須允許與組織外部的人員共用。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.

SharePoint 的組織層級設定會決定個別 SharePoint 網站可使用的設定。The organization-level settings for SharePoint determine the settings that will be available for individual SharePoint sites. 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. OneDrive 的組織層級設定會決定使用者 OneDrive 庫中可使用的共用層級。The organization-level setting for OneDrive determines the level of sharing that will be available in users' OneDrive libraries.

若要 SharePoint 和 OneDrive,如果您想要允許未驗證的檔案和資料夾共用,請選擇 [ 任何人]。For SharePoint and OneDrive, if you want to allow unauthenticated file and folder sharing, choose Anyone. 若要確定您組織外部的人員必須進行驗證,請選擇 [ 新增] 和 [現有來賓]。If you want to ensure that people outside your organization have to authenticate, choose New and existing guests. [任何人] 連結是最簡單的共用方式:貴組織外部的人員可以在未驗證的情況下開啟連結,而且可以隨意將其傳遞給其他人。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.

若為 SharePoint,請選擇您組織中的任何網站所需的功能最寬鬆設定。For SharePoint, 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,按一下 [ 原則] 底下的 [ 共用]。In the SharePoint admin center, in the left navigation pane, under Policies, click Sharing.
  3. 確定 SharePoint 或 OneDrive 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 or OneDrive is set to Anyone or New and existing guests. (請注意,OneDrive 設定不能超過 SharePoint 設定的容許數目。 ) (Note that the OneDrive setting cannot be more permissive than the SharePoint setting.)
  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 SharePoint 網站和 OneDrive。Keep in mind that this setting affects SharePoint sites in your organization, as well as OneDrive.

選擇下列任何類型的連結,當使用者共用檔案和資料夾時,預設會選取此連結:Choose a link from any of the following types which is then selected by default when users share files and folders:

  • 任何具有連結的使用者 -如果您想要進行許多未驗證的檔案和資料夾共用,請選擇此選項。Anyone with the link - Choose this option if you expect to do a lot of unauthenticated file and folder sharing. 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,並 OneDrive 組織層級的預設連結設定To set the SharePoint and OneDrive 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.

若要設定共用連結的許可權,請在 [選擇預設為共用連結所選取的許可權] 底下。To set the permission for the sharing link, under Choose the permission that's selected by default for sharing links.

  1. 如果您不想讓未驗證的使用者變更檔案和資料夾,請選取 [View] ( 查看 )。Select View if you do not want unauthenticated users to make changes to the files and folders.
  2. 如果您想要允許未驗證的使用者對檔案和資料夾進行變更,請選取 [ 編輯 ]。Select Edit if you want to allow unauthenticated users to make changes to the files and folders.

請注意,上述兩個 premission-選項不僅可以套用於來賓/外部使用者,也可以套用至內部使用者。Note that the above two premission-options can be applied not only for guests/external users but also for internal users. 您選擇的許可權選項是由自我判斷決定。The permission-option you choose is determined by self-discretion.

設定允許與任何人共用的連結許可權To set permissions for links that allow sharing with anyone

  1. 在 [ 這些連結可提供下列許可權: ] 子窗格中,Under the These links can give these permissions: sub-pane,
    1. 從 [ 檔案 ] 下拉式清單中,From the Files drop-down list,
      • 如果您想要允許未驗證的使用者變更檔案,請選取 [ 查看] 和 [編輯 ]。Select View and edit if you want to allow unauthenticated users to make changes to the files.
      • 如果您不想讓未驗證的使用者變更檔,請選取 [View] ( 查看 )。Select View if you do not want unauthenticated users to make changes to the files.
    2. 從 [ 資料夾 ] 下拉式清單中,From the Folders drop-down list,
      • 如果您想要允許未驗證的使用者對資料夾進行變更,請選取 [查看]、[編輯] 及 [上傳 ]。Select View, edit, and upload if you want to allow unauthenticated users to make changes to the folders.
      • 如果您不想讓未驗證的使用者對資料夾進行變更,請選取 [View] ( 查看 )。Select View if you do not want unauthenticated users to make changes to the folders.

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

如果您要共用 SharePoint 網站中的檔案與資料夾,您也需要檢查該網站的網站層級共用設定。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 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. 選取您要與來賓共用檔案和資料夾的網站。Select the site on which you want to share files and folders with guests.
  3. 向右滾動選取的網站所在的列 () 然後按一下 [ 外部共用 ] 欄中的任何地方。Scroll right across the row (in which the selected site is present) and click anywhere in the External sharing column.
  4. 在彈出的頁面上,按一下 [ 原則 ] 索引標籤。From the page that pops up, click Policies tab.
  5. 在 [ 外部共用 ] 窗格中,按一下 [ 編輯]。Under the External sharing pane, click Edit.
  6. 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.
  7. 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;所以使用者現在可以與組織外部的人員共用檔案和資料夾。Guest-sharing settings are now configured; so users can now share files and folders with people outside your organization. 如需詳細資訊,請參閱 共用 OneDrive 檔案和資料夾共用 SharePoint 檔案或資料夾See Share OneDrive files and folders and Share SharePoint files or folders for more information.

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

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