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Posts Tagged External Users

How to invite external users using SharePoint Designer Workflows in Office 365 (Online)

In this article, I want to review a part of Customer Collaboration System, which can be used to share documents with clients and cooperative work on common projects. This ‘proof of concept’ was build using SharePoint Online and Plumsail Workflow Actions Pack.

Architecture description

Core of our system is a simple document library which contains different folders, each folder matches to one of clients and contains common documents (and other folders) which will be available for a client. The permission restriction will be carried out with help of SharePoint Groups. For each of our clients will be created own SharePoint group. Each folder in the document library will be matched to SharePoint group by name.

All internal logic concluded in two workflows, which start on “Item Creation” event. Additionally we will have two custom lists: “Companies” and “Contacts”. We will use these lists as dictionaries to store information about clients. “Contacts” list contains user email and lookup to “Companies” List.

The common architecture scheme I have provided below:

Invite External Users SharePoint Online Read more…

Posted in: Products, Workflow Actions Pack