External members

Add external members to your workspace team

Adding an external user to your workspace team is only possible if this is allowed in the workspace settings.
Adding an external team member is done in the same way as adding internal team members.
Adding an external person who is not yet known in the AAD, is done in a way that is slightly different from adding an already known external user.
When you type the name of such an as yet unknown external user in the Find and select a user box, no matching users are suggested.

• Access the Team Members or the Team Composition panel for your workspace from the PortalTalk Workspaces web part or from the PortalTalk Team Members web part.

• Click the +Add User option.

• If no existing matching intranet users are suggested after you type in the name of the external user, do the following.

• In the Find and select a user box, type the email address of the external user.

When you have typed the full email address of the external user, the option Invite <external user's email> into the team will appear.

• Click the option Invite <external user's email> into the team.

• Enter the full name of the external user.

• Click on Next.

• Click on Add User.

The Add User panel closes and the new external user will receive an email inviting them to log into PortalTalk and use the workspace you added them to as a team member. 

The text of these automatically generated email messages can be set/modified by the PortalTalk application administrator. See the manual page related to managing the PortalTalk email templates.

The external user is now visible within the Team Members panel of your workspace as external member with an email icon indicating that the invitation email has been sent to them.
If so required, refer to the chapter on the team member icons and their meaning​​.​

Once the new external user has logged on to PortalTalk, the email icon disappears.

Note: As long as the email icon is displayed, you have the option to resend the invitation email.

• Navigate to the PortalTalk Team Members web part within the workspace SharePoint site.

• At the bottom of the web part, click on the option Show all.

The Team Members page for your workspace is opened in the PortalTalk application, on a next browser tab.

• Click the ellipsis menu button of the external team member you wish to re-invite and select the option Resend invitation.