#Create a Guest User with Template

Refer to the following steps to create a guest user with a template:

1. Under the Guest users / All users tab, click Create > Create guest user with template.

2. In the Basic information section, complete the following information:

   • Select a template – Select a guest user template to use.

   • First name – The first name of the guest user.

   • Last name – The last name of the guest user.

   • Email address – The email address of the guest user.

   • Usage location – If a usage location has been specified in the template, the specified usage location will be displayed. You can modify the usage location for this guest user.

   • Set access period – If access period has been enabled in the template, the configured start date and end date will be displayed. You can modify the date range or disable this setting.

     To ensure that guest access is limited to the necessary timeframe, it is recommended that you set a date range during which the guest user account remains active. Turn on the toggle and configure a date range. The guest user account will be automatically blocked from signing in once the end date is reached.

3. Click Next.

4. In the Assign roles steps, if functional roles have been specified in the template, the assigned roles will be selected. You can modify the functional roles to be assigned to this guest user.

5. Click Next.

6. In the System settings step, complete the following information:

   • Display name – If a custom display name format for guest users has been defined on the Tenant settings > Entra ID settings page, the display name will follow the pre-defined format. You can modify the display name for this guest user.

   • Send invitation email – If this setting has been enabled in the template, the toggle will be turned on by default. You can turn off the toggle.

   • Send custom message – If this setting has been enabled in the template, the toggle will be turned on by default, and the custom message and Cc recipient will be loaded. You can turn off the toggle.

     If you have chosen to send an invitation email and want to include a custom message, turn on the toggle and enter the custom message. You can also send a copy of the email to another user by entering the email address in the Cc recipient text box.

7. Click Next.

8. In the Review step, you can verify all entered information and edit information if needed. If no more updates are needed, click Create to create the guest user.