Thanks Andrew, I think that's what I will go with for those exact reasons. I did some tests last night with a fake account and it worked just as I expected. I agree I've heard of tenants getting really messy and people loosing track of all the external users and just what they have access to, but you're right in my case I don't have that many and can keep an eye on it.
Thanks again.
Ryan
-----Original Message-----
From: Andrew Hodgson
Reply-To: Mailing list for blind system administrators
Date: Sunday, December 6, 2020 at 3:21 AM
To: Mailing list for blind system administrators
Subject: [Blind-sysadmins] Re: Microsoft Planner and guests
Hi,
I would go with option 2 as its going to be easier for the users. I've seen these tenants become a bit messy with external users getting added over time with different users messing about with stuff like this on their own, however if you know these users are being added and with the scale of your tenant I don't think you need worry too much.
Andrew.
-----Original Message-----
From: Ryan Shugart
Sent: 05 December 2020 20:01
To: Mailing list for blind system administrators
Subject: [Blind-sysadmins] Microsoft Planner and guests
Hello all:
I was looking for some advice on how to proceed from some other admins who work with Office 365, I have two approaches I can take to this and was wondering which people thought was best. I’m working on a personal project with some people who do not have accounts in my Office 365 tenant, and their organization does not use Office 365 at all. . I want to start using Planner to track the tasks in this project, as I’m starting to see we need some task tracking to keep people on the same page. I’ll need to bring these people into Planner as guests, and I’m finding two ways to do that and was wondering which people who had done this seem to think was better.
1. Add them as guests in the underlying M365 group that Planner creates when making a plan.
2. Create a team in Microsoft Teams, add planner as a tab and then add the guest accounts through Teams.
At first approach 1 is what I would aim for as it would give access to just what we need and at first glance seems to be the simplest. That said in reading through documentation I gather it may not be as simple as at first believed as there is manual permissions setup for some features to work properly, and there may be a higher than normal training curve for the external users as they will need to go to odd URLs in their web browser. On the other hand if I set it up through Teams, the permissions all get configured automagically, and they can access everything through the Teams client or Teams web site without having to worry about strange URLs. For me personally admin overhead aside both approaches would work the same as I can always get to Planner through the app or web site so I really don’t care, I was just wanting the approach that would be easiest for people all round, so was wondering if anyone has done this before and if they had a preference?
Thanks.
Ryan
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