#Configure Advanced Services

This section details specialized service options, including the ability to convert an existing Microsoft 365 Group into a Team and the service that enables inviting guest users, providing administrators with additional flexibility for extending collaboration and workspace capabilities.

After you add an element to a dynamic service, you must complete the corresponding configurations. For more details on how to configure each type of element, refer to the instructions in the corresponding section below:

#Convert Microsoft 365 Group to Team Service

A Convert Microsoft 365 Group to team service allows you to configure the Convert Microsoft 365 Group to team service template for your business users. Business users can request to convert specific Microsoft 365 Groups to Microsoft Teams via this service.

The following settings are the default setting of a Convert Microsoft 365 Group to team service, and they are required to be configured:

• Scope – Choose to define the scope or inherit the scope from a previous service.

  • Define scope – Define the service scope for groups which can be converted to teams via requests for this service. The service scope can be a Microsoft tenant or specific containers.

    • Select a tenant as the scope – Business users can submit requests for this service to convert groups to teams in the selected tenant.

    • Select containers as the scope – Business users can submit requests for this service to convert groups to teams in specific containers. Click Add to open the Select scope from tree panel, select one or more containers from the data tree, and then click Add to add the selected containers to the table.

      In the panel, you can also enter the keyword of a container in the search box to search for a container.

    • Choose whether to Limit groups that can be converted to teams. With the option enabled, select a people picker filter profile from the drop-down list to limit the groups in the service request in the Cloud Governance Portal. The profile will determine what groups are available in the people picker fields when converting groups to teams with requests for this service.

      You can click View profile details to view the details of the selected people picker filter profile. You can also click the create button to create a new profile. For more information about how to create a people picker filter profile, refer to Configure People Picker Filter Profiles.

      To retrieve the latest people picker filter profiles that are available, you can click the refresh button.

  • Inherit from the previous service – If you have already added a Create Microsoft 365 Group service to the flow in the previous step, you can choose this option and select the service from the drop-down list to use the scope configured for the service as the service request scope.

• Convert group to team – Configure the following settings:

  • Convert the group to team – Choose whether to allow business users to convert specific groups to teams by selecting Yes or No.

    Choose one of the following options to determine how to configure the setting:

    • Require business users to configure this field – Business users are required to select whether they want to convert the group to a team in the request form.

    • Show this field as read-only to business users – You can choose whether you want to convert the group to a team and it will be displayed to business users as read-only.

    • Hide this field from business users – You can choose whether you want to convert the group to a team and it will not be displayed to business users.

  • Configure how to handle groups when there are ongoing tasks:

    • Do not convert to team

    • Cancel all ongoing lifecycle management requests, service requests, renewal tasks, or contact election tasks and convert to team

#Invite Guest User Service

An Invite guest user service allows you to configure the Invite guest user service template for your business users. Business users can request to invite a single guest user or invite guest users in bulk via this service.

The Scope is the default settings of an Invite guest user service, and it is required to be configured. Choose to define the scope or inherit the scope from a previous service.

• Microsoft 365 tenant – Select a Microsoft 365 tenant as the service scope. Guest users can be invited to the selected tenant via the service request.

  To select your tenant here, make sure a Microsoft Entra ID app profile has been created in AvePoint Online Services.

• Invite mode – Select the invite mode for this service and complete the corresponding configurations.

  • Allow requesters to invite a single guest user

  • Allow requesters to invite guest users in bulk

    Choose whether to Generate separate approval tasks for newly invited guest users. With the checkbox selected, select an approval process from the drop-down list. Once requests for this service are submitted, the requests will follow the specified approval process in the Advanced settings step. Upon approval, sub tasks for each invited guest user will be generated to go through the selected approval process.

    You can click View profile details to view details of your selected profile.

    You can click the create button or go to Management > Profiles & templates > Approval processes to create a generic approval process. For more instructions, refer to Configure Generic Approval Processes. You can also click the refresh button to retrieve the latest available processes.

Then, refer to the corresponding sections to configure the settings for two modes.

#Invite a single guest user

The following settings are the default settings for this mode:

• Email address – Allow business users to configure the email address in the request form.

• Guest user contact – Select the primary contact and/or secondary contact for the guest users invited via the service request.

  • Primary contact – The primary contact will be responsible for managing the guest users.

    • People picker filter profile – Select a people picker filter profile from the drop-down list, and the filter settings determine what user is searchable and can be chosen in the end user request form. You can click View profile details to view details of your selected profile. You can also click the create button or go to Management > Profiles & templates > People picker filter profiles to create a people picker filter profile. For more instructions, refer to Configure People Picker Filter Profiles.

    • Primary contact – Enter the name of a user as the primary contact, or enter $ to select from available roles, and the user who takes the role will be the primary contact.

      Choose one of the following options from the drop-down list to determine how to set the primary contact:

      • Require business users to configure this field – Business users are required to configure the primary guest user contact in the request form.

      • Show this field as read-only to business users – You configure the primary guest user contact and it will be displayed to business users as read-only.

      • Hide this field from business users – You configure the primary guest user contact and it will not be displayed to business users.

    • Choose whether to Notify the contact when guest user is invited. With the checkbox selected, select an email template from the drop-down list that will be used to send the notification email.

  • Secondary contact – The secondary contact will be responsible for managing the guest users when the primary contact is unavailable.

    • People picker filter profile – Select a people picker filter profile from the drop-down list, and the filter settings determine what user is searchable and can be chosen as the secondary contact in the end user request form. You can click View profile details to view details of your selected profile. You can also click the create button or go to Management > Profiles & templates > People picker filter profiles to create a people picker filter profile. For more instructions, refer to Configure People Picker Filter Profiles.

    • Secondary contact – Enter the name of a user as the secondary contact, or enter $ to select from available roles, and the user who takes the role will be the secondary contact.

      Choose one of the following options from the drop-down list to determine how to set the secondary contact:

      • Require business users to configure this field – Business users are required to configure the secondary guest user contact in the request form.

      • Show this field as read-only to business users – You configure the secondary guest user contact and it will be displayed to business users as read-only.

      • Hide this field from business users – You configure the secondary guest user contact and it will not be displayed to business users.

    • Choose whether to Notify the contact when guest user is invited. With the checkbox selected, select an email template from the drop-down list that will be used to send the notification email.

You can click the add button to add any of the following settings to the service based on your requirement, and then complete the configurations:

• Add guest users to groups or teams – Allow business users to add guest users to teams, Microsoft 365 groups, distribution groups, security groups, mail-enabled security groups, or Viva Engage communities when they invite guest users to your organization. You can choose how to define the groups or teams that can be added to.

  • If you select Manually enter groups or teams, complete the following settings:

    • Groups or teams – Enter the names of teams, Microsoft 365 groups, distribution groups, security groups, mail-enabled security groups, or Viva Engage communities that you allow the guest users to add to.

      Choose one of the following options to determine how to set the groups or teams:

      • Allow business users to configure this field – Business users can enter the groups or teams in the request form.

      • Require business users to configure this field – Business users are required to enter the groups or teams in the request form.

      • Show this field as read-only to business users – You enter the groups or teams, and they will be displayed to business users as read-only.

      • Hide this field from business users – You enter the groups or teams, and they will not be displayed to business users.

    • Choose from the following options to determine whether business users can add guest users to any group or team or limit requester roles that can add guest users to groups or teams:

      • Only allow groups or teams configured by a people picker filter profile – Select a people picker filter profile from the drop-down list to limit the groups or teams. The profile will determine what groups or teams are available in the people picker fields when adding guest users to groups or teams with requests for this service.

        You can click View profile details to view the details of the selected people picker filter profile. You can also click the create button to create a new profile. For more information about how to create a people picker filter profile, refer to Configure People Picker Filter Profiles.

        To retrieve the latest people picker filter profiles that are available, you can click the refresh button.

      • Only allow groups or teams of which the requester is owner

      • Only allow groups or teams of which the requester is the primary/secondary contact

    • Predefined groups or teams – Enter the names of teams, Microsoft 365 groups, distribution groups, security groups, mail-enabled security groups, or Viva Engage communities as the default groups or teams that guest users can be added to.

      Choose one of the following options from the drop-down list to determine how to set the predefined groups or teams:

      • Show this field as read-only to business users – The predefined groups or teams will be displayed to business users as read-only.

      • Hide this field from business users – The predefined groups or teams will not be displayed to business users.

  • If you select Add to the groups or teams in previous service and you have already added any of the Create team/Microsoft 365 Group/distribution group/security group/mail-enabled security group service to the flow in the previous step, select services from the drop-down list. Guest users will be automatically added to groups or teams in the selected services after the groups or teams are created successfully. Note that if the groups or teams do not allow guest users, Cloud Governance will skip adding them while processing the request.

• Company name – Enter the company name of the guest user. Choose one of the following options from the drop-down list to determine how to set the company name:

  • Allow business users to configure this field – Business users can enter the company name in the request form.

  • Require business users to configure this field – Business users are required to enter the company name in the request form.

  • Show this field as read-only to business users – You enter the company name and it will be displayed to business users as read-only.

  • Hide this field from business users – You enter the company name and it will not be displayed to business users.

• Contact Information – Enter the following contact information of the guest user: Street address, City, State or province, Zip or postal code, Country or region, Business phone, Mobile phone, and Fax number. For each information, Choose one of the following options from the corresponding drop-down list to determine how to set it:

  • Allow business users to configure this field – Business users can enter the information in the request form.

  • Require business users to configure this field – Business users are required to enter the information in the request form.

  • Show this field as read-only to business users – You enter the information and it will be displayed to business users as read-only.

  • Hide this field from business users – You enter the information and it will not be displayed to business users.

• Department – Enter the department of the guest user. Choose one of the following options from the drop-down list to determine how to set the department:

  • Allow business users to configure this field – Business users can enter the department in the request form.

  • Require business users to configure this field – Business users are required to enter the department in the request form.

  • Show this field as read-only to business users – You enter the department and it will be displayed to business users as read-only.

  • Hide this field from business users – You enter the department and it will not be displayed to business users.

• First name – Enter the first name of the guest user. Choose one of the following options from the drop-down list to determine how to set the first name:

  • Allow business users to configure this field – Business users can enter the first name in the request form.

  • Require business users to configure this field – Business users are required to enter the first name in the request form.

  • Show this field as read-only to business users – You enter the first name and it will be displayed to business users as read-only.

  • Hide this field from business users – You enter the first name and it will not be displayed to business users.

• Guest user contact election – Use the guest user contact election profile to automate the guest contact election process, which will be triggered to determine the proper contacts when the primary or secondary guest user contact is invalid.

  Select a guest user contact election profile for invited guest users. If you select multiple profiles, select a default one from the Default profile drop-down list. You can also click Create to configure a new guest user contact election profile in the Create guest user contact election profile panel. For detailed instructions, refer to Configure Guest User Contact Election Profiles.

  Choose one of the following options from the drop-down list to determine how to set the guest user contact election profile:

  • Require business users to configure this field – Business users are required to select a guest user contact election profile in the request form from what you’ve selected in the service.

  • Show this field as read-only to business users – You select the guest user contact election profile here and it will be displayed to business users as read-only.

  • Hide this field from business users – You select the guest contact election profile here and it will not be displayed to business users.

• Guest user display name – Choose to let your business users manually enter guest user display names in the request form or you set construction rules for the display names.

  • Construct group name – If you leave the checkbox deselected, business users can specify guest user display names in the request form. With the checkbox selected, click Add for the prefix and/or suffix of the display name, select Text, Metadata, or Attribute from the drop-down list as a rule type, and then define the value for the selected rule.

    NOTE

    The metadata with the type of Single line of text, Choice, Person or group, Managed metadata, Lookup, or Microsoft Entra property can be used to set the rule.

    Choose one of the following options from the drop-down list to determine how to set the group name:

    • Allow business users to configure this field – The prefixes/suffixes you set here will be displayed to business users as read-only. Apart from the prefixes/suffixes, business users can enter additional content to build guest user display names.

    • Require business users to configure this field – The prefixes/suffixes you set here will be displayed to business users as read-only. Apart from the prefixes/suffixes, business users are required to enter additional content for guest user display names.

    • Show this field as read-only to business users – The prefixes/suffixes you set here will be used to build guest user display names. This field will be displayed to business users as read-only.

• Guest user renewal – Use a guest user renewal profile to determine the renewal schedule and governance details that must be confirmed when a guest user goes through the renewal process.

  Select a guest user renewal profile for invited guest users. If you select multiple profiles, select a default one from the Default profile drop-down list. You can also click Create to configure a new guest user renewal profile in the Create guest user renewal profile panel. For detailed instructions, refer to Configure Guest User Renewal Profiles.

  Choose one of the following options from the drop-down list to determine how to set the guest user renewal profile:

  • Require business users to configure this field – Business users are required to select a guest user renewal profile in the request form from what you’ve selected in the service.

  • Show this field as read-only to business users – You select the guest user renewal profile here and it will be displayed to business users as read-only.

  • Hide this field from business users – You select the guest user renewal profile here and it will not be displayed to business users.

• Job title – Enter the job title of the guest user. Choose one of the following options from the drop-down list to determine how to set the job title:

  • Allow business users to configure this field – Business users can enter the job title in the request form.

  • Require business users to configure this field – Business users are required to enter the job title in the request form.

  • Show this field as read-only to business users – You enter the job title and it will be displayed to business users as read-only.

  • Hide this field from business users – You enter the job title and it will not be displayed to business users.

• Last name – Enter the last name of the guest user. Choose one of the following options from the drop-down list to determine how to set the last name:

  • Allow business users to configure this field – Business users can enter the last name in the request form.

  • Require business users to configure this field – Business users are required to enter the last name in the request form.

  • Show this field as read-only to business users – You enter the last name and it will be displayed to business users as read-only.

  • Hide this field from business users – You enter the last name and it will not be displayed to business users.

• Limit domain – Specify how to limit domains for guest users that can be invited.

  • Manually define domains – Select to Allow users from specific organizations or Block users from specific organizations, and you can manually define domains by each domain name in a separate line.

  • By a lookup metadata – Limit domains by a lookup metadata. Select a lookup metadata from the drop-down list, and we will get the domain list from the lookup column value. Only the domains in the list are allowed.

• Manager – A guest user manager fulfills the Manager role in a user’s Microsoft Entra and is responsible for the guest user’s management.

  • People picker filter profile – Select a people picker filter profile from the drop-down list, and the filter settings determine what user is searchable and can be chosen as the guest user manager in the end user request form. You can click View profile details to view details of your selected profile. You can also click the create button or go to Management > Profiles & templates > People picker filter profiles to create a people picker filter profile. For more instructions, refer to Configure People Picker Filter Profiles.

  • Manager – Enter the name of a user as the manager, or enter $ to select from available roles, and the user who takes the role will be the manager of the guest user.

    Choose one of the following options from the drop-down list to determine how to set the manager:

    • Allow business users to configure this field – Business users can specify the manager in the request form.

    • Require business users to configure this field – Business users are required to specify the manager in the request form.

    • Show this field as read-only to business users – You specify the manager and it will be displayed to business users as read-only.

    • Hide this field from business users – You specify the manager and it will not be displayed to business users.

• Usage location – Configure the usage location of the guest user. You can select to allow requesters to choose any location or only choose from specific locations.

  • Allow requesters to choose any location – Select a default location from the Default usage location drop-down list.

    Choose one of the following options from the drop-down list to determine how to set the usage location:

    • Allow business users to configure this field – Business users can select a location in the request form.

    • Show this field as read-only to business users – You specify the default location and it will be displayed to business users as read-only.

    • Hide this field from business users – You specify the default location and it will not be displayed to business users.

  • Allow requester to choose among the following locations – Click Add to open the Usage location panel, select one or more locations in the panel, and then click Add to list to add them to the table.

    If you add more than one location, select a default location from the Default usage location drop-down list.

    Choose one of the following options from the drop-down list to determine how to set the usage location:

    • Require business users to configure this field – Business users are required to select a location in the request form from what you’ve selected in this service.

    • Show this field as read-only to business users – You specify the default location and it will be displayed to business users as read-only.

    • Hide this field from business users – You specify the default location and it will not be displayed to business users.

• Welcome message – Send a welcome message to the invited guest users.

  • Select a predefined welcome email – Select a predefined welcome email from the drop-down list.

  • Send a Microsoft invitation message – Customize the welcome message by entering in the text box.

    Choose one of the following options and determine how to set the welcome message:

    • Allow business users to configure this field – Business users can enter the welcome message in the request form.

    • Require business users to configure this field – Business users are required to enter the welcome message in the request form.

    • Show this field as read-only to business users – You predefine the welcome message and it will be displayed to business users as read-only.

    • Hide this field from business users – You predefine the welcome message and it will not be displayed to business users.

#Invite guest users in bulk

The Define template columns setting is the default setting for this mode, and it is required to be configured. You can define the invite guest user template columns to choose the guest user information that requires business users to configure via import.

• Property – Add the properties that will be included in the import template. Click Add to open the Add property panel, select one or more properties from the data tree, and then click Add to list to add the selected properties to the table.

  Choose whether a property is Required in the table. You can also drag the properties to manually adjust the display order of properties in the template, or click the delete button to remove the property.

  NOTE

  • It is not allowed to add the same property (primary contact, secondary contact, manager, usage location) in the template and service at the same time.
  • Once you add primary contact or secondary contact in the template, they cannot be used as conditions in the dynamic service or approver roles in the approval process.

• Metadata – Add the metadata that will be included in the import template. Click Add to open the Add metadata panel, select one or more metadata from the data tree, and then click Add to list to add the selected metadata to the table. In the panel, you can also enter the keyword of a metadata in the search box to search for a metadata.

  Choose whether a metadata is Required in the table. You can also drag the metadata to manually adjust the display order of metadata in the template, or click the delete button to remove the metadata.

  NOTE

  It is not allowed to add the same metadata (primary contact, secondary contact, manager, usage location) in the template and service at the same time.

You can click the add button to add any of the following settings to the service based on your requirement, and then complete the configurations:

• Add guest users to groups or teams – Allow business users to add guest users to teams, Microsoft 365 groups, distribution groups, security groups, mail-enabled security groups, or Viva Engage communities when they invite guest users to your organization. You can choose how to define the groups or teams that can be added to.

  • If you select Manually enter groups or teams, complete the following settings:

    • Groups or teams – Enter the names of teams, Microsoft 365 groups, distribution groups, security groups, mail-enabled security groups, or Viva Engage communities that you allow the guest users to add to.

      Choose one of the following options to determine how to set the groups or teams:

      • Allow business users to configure this field – Business users can enter the groups or teams in the request form.

      • Require business users to configure this field – Business users are required to enter the groups or teams in the request form.

      • Show this field as read-only to business users – You enter the groups or teams, and they will be displayed to business users as read-only.

      • Hide this field from business users – You enter the groups or teams, and they will not be displayed to business users.

    • Choose from the following options to determine whether business users can add guest users to any group or team or limit requester roles that can add guest users to groups or teams:

      • Only allow groups or teams configured by a people picker filter profile – Select a people picker filter profile from the drop-down list to limit the groups or teams. The profile will determine what groups or teams are available in the people picker fields when adding guest users to groups or teams with requests for this service.

        You can click View profile details to view the details of the selected people picker filter profile. You can also click the create button to create a new profile. For more information about how to create a people picker filter profile, refer to Configure People Picker Filter Profiles.

        To retrieve the latest people picker filter profiles that are available, you can click the refresh button.

      • Only allow groups or teams of which the requester is owner

      • Only allow groups or teams of which the requester is the primary/secondary contact

    • Predefined groups or teams – Enter the names of teams, Microsoft 365 groups, distribution groups, security groups, mail-enabled security groups, or Viva Engage communities as the default groups or teams that guest users can be added to.

      Choose one of the following options from the drop-down list to determine how to set the predefined groups or teams:

      • Show this field as read-only to business users – The predefined groups or teams will be displayed to business users as read-only.

      • Hide this field from business users – The predefined groups or teams will not be displayed to business users.

  • If you select Add to the groups or teams in previous service and you have already added any of the Create team/Microsoft 365 Group/distribution group/security group/mail-enabled security group service to the flow in the previous step, select services from the drop-down list. Guest users will be automatically added to groups or teams in the selected services after the groups or teams are created successfully. Note that if the groups or teams do not allow guest users, Cloud Governance will skip adding them while processing the request.

• Company name – Enter the company name of the guest users. Choose one of the following options from the drop-down list to determine how to set the company name:

  • Allow business users to configure this field – Business users can enter the company name in the request form.

  • Require business users to configure this field – Business users are required to enter the company name in the request form.

  • Show this field as read-only to business users – You enter the company name and it will be displayed to business users as read-only.

  • Hide this field from business users – You enter the company name and it will not be displayed to business users.

• Department – Enter the department of the guest users. Choose one of the following options from the drop-down list to determine how to set the department:

  • Allow business users to configure this field – Business users can enter the department in the request form.

  • Require business users to configure this field – Business users are required to enter the department in the request form.

  • Show this field as read-only to business users – You enter the department and it will be displayed to business users as read-only.

  • Hide this field from business users – You enter the department and it will not be displayed to business users.

• Guest user contact election – Use the guest user contact election profile to automate the guest contact election process, which will be triggered to determine the proper contacts when the primary or secondary guest user contact is invalid.

  Select a guest user contact election profile for invited guest users. If you select multiple profiles, select a default one from the Default profile drop-down list. You can also click Create to configure a new guest user contact election profile in the Create guest user contact election profile panel. For detailed instructions, refer to Configure Guest User Contact Election Profiles.

  Choose one of the following options from the drop-down list to determine how to set the guest user contact election profile:

  • Require business users to configure this field – Business users are required to select a guest user contact election profile in the request form from what you’ve selected in the service.

  • Show this field as read-only to business users – You select the guest user contact election profile here and it will be displayed to business users as read-only.

  • Hide this field from business users – You select the guest contact election profile here and it will not be displayed to business users.

• Guest user primary contact – The primary contact will be responsible for managing the guest users.

  • Primary contact – Enter the name of a user as the primary contact, or enter $ to select from available roles, and the user who takes the role will be the primary contact.

    Choose one of the following options from the drop-down list to determine how to set the primary contact:

    • Require business users to configure this field – Business users are required to configure the primary guest user contact in the request form.

    • Show this field as read-only to business users – You configure the primary guest user contact and it will be displayed to business users as read-only.

    • Hide this field from business users – You configure the primary guest user contact and it will not be displayed to business users.

  • Choose whether to Notify the contact when guest user is invited. With the checkbox selected, select an email template from the drop-down list that will be used to send the notification email.

• Guest user renewal – Use a guest user renewal profile to determine the renewal schedule and governance details that must be confirmed when a guest user goes through the renewal process.

  Select a guest user renewal profile for invited guest users. If you select multiple profiles, select a default one from the Default profile drop-down list. You can also click Create to configure a new guest user renewal profile in the Create guest user renewal profile panel. For detailed instructions, refer to Configure Guest User Renewal Profiles.

  Choose one of the following options from the drop-down list to determine how to set the guest user renewal profile:

  • Require business users to configure this field – Business users are required to select a guest user renewal profile in the request form from what you’ve selected in the service.

  • Show this field as read-only to business users – You select the guest user renewal profile here and it will be displayed to business users as read-only.

  • Hide this field from business users – You select the guest user renewal profile here and it will not be displayed to business users.

• Guest user secondary contact – The secondary contact will be responsible for managing the guest users when the primary contact is unavailable.

  • Secondary contact – Enter the name of a user as the secondary contact, or enter $ to select from available roles, and the user who takes the role will be the secondary contact.

    Choose one of the following options from the drop-down list to determine how to set the secondary contact:

    • Allow business users to configure this field – Business users can configure a secondary guest user contact in the request form.

    • Require business users to configure this field – Business users are required to configure a secondary guest user contact in the request form.

    • Show this field as read-only to business users – You configure the secondary guest user contact and it will be displayed to business users as read-only.

    • Hide this field from business users – You configure the secondary guest user contact and it will not be displayed to business users.

  • Choose whether to Notify the contact when guest user is invited. With the checkbox selected, select an email template from the drop-down list that will be used to send the notification email.

• Job title – Enter the job title of the guest users. Choose one of the following options from the drop-down list to determine how to set the job title:

  • Allow business users to configure this field – Business users can enter the job title in the request form.

  • Require business users to configure this field – Business users are required to enter the job title in the request form.

  • Show this field as read-only to business users – You enter the job title and it will be displayed to business users as read-only.

  • Hide this field from business users – You enter the job title and it will not be displayed to business users.

• Limit domain – Specify how to limit domains for guest users that can be invited.

  • Manually define domains – Select to Allow users from specific organizations or Block users from specific organizations, and you can manually define domains by each domain name in a separate line.

  • By a lookup metadata – Limit domains by a lookup metadata. Select a lookup metadata from the drop-down list, and we will get the domain list from the lookup column value. Only the domains in the list are allowed.

• Manager – A guest user manager fulfills the Manager role in a user’s Microsoft Entra and is responsible for the guest user’s management. Enter the name of a user as the manager, or enter $ to select from available roles, and the user who takes the role will be the manager of the guest user.

  Choose one of the following options from the drop-down list to determine how to set the manager:

  • Allow business users to configure this field – Business users can specify the manager in the request form.

  • Require business users to configure this field – Business users are required to specify the manager in the request form.

  • Show this field as read-only to business users – You specify the manager and it will be displayed to business users as read-only.

  • Hide this field from business users – You specify the manager and it will not be displayed to business users.

• Usage location – Configure the usage location of the guest user. You can select to allow requesters to choose any location or only choose from specific locations.

  • Allow requesters to choose any location – Select a default location from the Default usage location drop-down list.

    Choose one of the following options from the drop-down list to determine how to set the usage location:

    • Allow business users to configure this field – Business users can select a location in the request form.

    • Show this field as read-only to business users – You specify the default location and it will be displayed to business users as read-only.

    • Hide this field from business users – You specify the default location and it will not be displayed to business users.

  • Allow requester to choose among the following locations – Click Add to open the Usage location panel, select one or more locations in the panel, and then click Add to list to add them to the table.

    If you add more than one location, select a default location from the Default usage location drop-down list.

    Choose one of the following options from the drop-down list to determine how to set the usage location:

    • Require business users to configure this field – Business users are required to select a location in the request form from what you’ve selected in this service.

    • Show this field as read-only to business users – You specify the default location and it will be displayed to business users as read-only.

    • Hide this field from business users – You specify the default location and it will not be displayed to business users.

• Welcome message – Send a welcome message to the invited guest users.

  • Select a predefined welcome email – Select a predefined welcome email from the drop-down list.

  • Send a Microsoft invitation message – Customize the welcome message by entering in the text box.

    Choose one of the following options and determine how to set the welcome message:

    • Allow business users to configure this field – Business users can enter the welcome message in the request form.

    • Require business users to configure this field – Business users are required to enter the welcome message in the request form.

    • Show this field as read-only to business users – You predefine the welcome message and it will be displayed to business users as read-only.

    • Hide this field from business users – You predefine the welcome message and it will not be displayed to business users.