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[How To] Create a SharePoint site (plus Teams) for external sharing

Do this when: You need to have a common space/storage for external users to upload documents and files.

At a high-level, you"ll need to:

  • Create Teams channel which is configured to allow external users.
  • Add the external users as members
  • Once you create a Teams channel, it will automatically create a SharePoint site group for that channel.
  • You can use the SharePoint site to store documents via SharePoint in the browser or from the Teams channel itself.

Step by step instructions

Open your Teams app > Teams > Join or create a team.

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Select Create a team.

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Select Other.

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Enter the Team name. Description (Optional but preferred). Next.

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Enter the user email address/es to be added in this channel.

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Once done, click Close. Please note that users will also receive a notification.

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Wait for the Teams channel to be provisioned. Both Teams and SharePoint site will be created. After few minutes, you'll see General folder created by default.

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 That's it! Users can upload files in three (3) ways.

1. Teams: From Teams app, go to Teams channel > Files.

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2. SharePoint: Get the link to the SharePoint site by clicking (...) > Open in SharePoint. Share the link to the users.

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3. Email address: Get the email address of the Teams channel. Users can send files as attachments to this email address.

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How to add remove members

Go to Teams, click on the 3 dots (...) > Manage team.

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To add member, click Add member.

To remove members and guests, click x.

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