Request to Share a SharePoint Site

SharePoint changes the game for collaboration. If you want to invite someone from another company to work on a SharePoint site with you, follow along!

Putting the Share in SharePoint

SharePoint acts like our secure digital workspace, ideal for internal team collaborations. However, there are times we need to bring in partners from outside our organization. Just like in any secure environment, we need to follow the right steps to ensure we grant access safely and then extend an invitation to our external colleagues.

This guide will accomplish the following:

• Identify and Confirm a Collaboration Block for SharePoint Site
• Request Access to Invite SharePoint Collaborators

Applicable Scope: Internal Users

Required Group Membership: N/A

Identify and Confirm a Collaboration Block for SharePoint Site

1. When attempting to share a SharePoint site with an external user, if you receive the error, The following person couldn’t be added, this is an indicator that you are not included within the designated collaboration group that is granted the necessary permissions to send collaboration invitations to allowed external domains or users.
   
2. You will be prevented from sharing the desired SharePoint site with an external organization until you are granted the necessary permissions from an administrator. Proceed to the following section to see if this collaboration will be allowed.

Request Access to Invite SharePoint Collaborators

1. If you need to invite an external guest to collaborate on a SharePoint site, the external company's domain must first be approved. Send a message via Teams or Email to your IT contact or manager, requesting permission to collaborate with an external company. Use the template below:
   

   📌 Not sure who to contact? Email Help@Sittadel.com for assistance.

   📩 Message Template:
   "Hello, I need to collaborate with an external company on the {INSERT SHAREPOINT SITE NAME} site. The user(s) I would like to invite is/are {INSERT USER(S)}. Please add their domain ({INSERT EXTERNAL DOMAIN}) to the approved list so I can send an invitation. Thank you!"

2. Your request will be reviewed by IT. Once the domain is approved and added, you will receive a confirmation message. After receiving confirmation, follow the instructions in the Share a SharePoint Site guide to invite the external guest. Do not proceed until you have received confirmation.

You're Finished!