Create a Guest User Template

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

    1. On the User templates page, click Create template > Create guest user template in the upper-right corner. The Create guest user template page appears.

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

      • User template name – Enter a name for this template.

      • Description – Enter an optional description for future reference.

      • Select a tenant – Select a Microsoft 365 tenant where this template is applicable.

      • Usage location – Select a usage location from the drop-down list.

    3. Click Next.

    4. In the Assign roles step, select the functional roles you want to assign to the guest users created with this template.

    5. Click Next.

    6. In the Additional settings step, complete the following optional information:

      • Send invitation email – If you want to send an invitation email to the guest users created with this template, turn on the toggle.

      • Send custom message – 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. In the Preview step, you can preview the configured information.

    8. Click Create.