Set up the Onboarding Portal for Externals in Microsoft Teams
Learn how to set up the External User Manager onboarding portal in Microsoft Teams for more security and compliance.
Set up the Onboarding Portal in Microsoft Teams for more Security & Compliance
In this video we will show you how to:
- activate the onboarding portal
- set up the delivery method of invitation emails
- customize the portal with your company name and logo
- set up the metadata you need from external users
- upload media (PDF documents, HTML pages, video links) – e.g. non-disclosure agreements, data protection guidelines, administrative regulations etc.
- decide whether a signature is required after reading/viewing the media
- navigate the onboarding process as an external user
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