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Version: 2.100.0

Guest Accounts

This article serves as your guide through the learning path for guest accounts. The aim of this journey is to enhance your understanding of working with the EasyLife 365 Admin and to showcase the functionality of EasyLife templates and policies from a user's perspective. The learning path spans five days to complete a full cycle, with the EasyLife engine running scans once per day. The time commitment for each day is less than one hour.

Prerequisites​

Before embarking on this guide, ensure you have:

  • Completed the Onboarding.
  • A Microsoft Teams team that you own.
  • Two external email addresses not invited to your Entra ID tenant.
  • Logged into the EasyLife 365 Admin (https://admin.easylife365.cloud/collab/) to create policies and templates.
  • Access to the EasyLife 365 Collaboration App to experience policy functionality from a user's viewpoint.

The email addresses can be personal or business accounts in another Microsoft 365 tenant. Both external addresses will be invited as guest accounts, but only one acceptance is necessary.

Creating Policies and Templates​

info

This part of the exercise is completed in the EasyLife 365 Admin. Sign in to begin.

Creating a Policy​

Before inviting guest accounts, create a policy and a template in the EasyLife 365 Admin.

Details​

  • In the EasyLife 365 Admin, navigate to the Policies tab and select Guest Accounts.

  • Create a new policy by clicking Create a policy.

  • Set the Title of the new policy to B2B Learning Policy.

  • Provide a description.

  • Activate the policy.

    policy details

Invitation​

Under Invitation:

  • Enable the invitation policy.

  • Set the trigger interval to 1 day.

  • Configure reminders and actions.

    invitation policy

Confirmation​

Under Confirmation:

  • Enable the confirmation policy.

  • Set the trigger interval to 1 day.

  • Configure reminders and actions.

    invitation policy

Disabled Guests​

Under Disabled guests:

  • Enable the disabled guest accounts policy.

  • Set the trigger interval to 1 day.

  • Configure reminders and actions.

    invitation policy

Guest Template​

For this Learning Guide, we won't explore the template policy. Refer to the template policy learning guide for details.

Creating a Template​

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This part of the exercise is completed in the EasyLife 365 Admin. Sign in to begin.

  • In the EasyLife 365 Admin, go to the Templates tab and select Guest Accounts.

  • Create a new template.

  • Set the Title of the new template to B2B Learning Template.

  • Provide a description.

  • Activate the template.

    template data collection

Data Collection​

Under Data collection:

  • Define required fields for identity and job info.

    template data collection

Policies​

Under Policies:

  • Assign the B2B Learning Policy to the template.

    template data collection

Executing the Learning Guide​

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This part of the exercise is completed in the EasyLife 365 Collaboration App. Sign in to begin.

After creating the template and assigning the policy, you're ready to start the learning process from a user's perspective.

Day One​

Invite External Accounts:

  • Using the EasyLife 365 Collaboration App, invite a new guest user with the B2B Learning Template.
  • Invite another guest user through the Entra ID Portal.

Day Two​

Observations:

  • EasyLife alerts you that the account invited through EasyLife hasn't accepted the invitation yet.
  • For the account invited through the Azure portal, EasyLife prompts you to assign a template.

Day Three​

Observations:

  • EasyLife deletes the account that hasn't accepted the invitation.
  • EasyLife requests confirmation for the account invited through the Azure portal.

Day Four​

Observations:

  • EasyLife disables the account for which confirmation wasn't provided.

Day Five​

Observations:

  • EasyLife deletes the disabled account.

Cleanup​

Congratulations on completing the EasyLife 365 learning path for guest accounts! EasyLife has already handled the deletion of both guest accounts. Please return to the EasyLife 365 Admin and delete the B2B Learning Template and the B2B Learning Policy.