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Guest access in Microsoft Planner

Guest access in Planner lets you and your team collaborate and participate with people from outside of your organization by granting them access. Guest users can create and delete buckets and tasks, edit task fields, and edit the plan name. If you grant the guest user additional permissions, they can also attach a file or link to a task.

How it works

Planner builds on the Office 365 groups guest access feature. If Office 365 groups guest access is turned off, you won't be able to add guest users to plans. For more information, see Guest access in Office 365 groups.

  • Step 1 A group owner adds a guest to the plan.

  • Step 2 The group owner gets a notification about the limited access the guest user will have.

  • Step 3 The invited guest gets a welcome email with instructions and a link for participating in the plan.

  • Step 4 The guest can leave the plan at any time using a link at the bottom of each email and calendar invitations.

Permissions

The following table summarizes what group owners, plan members, and guests can and can't do.

Task

Non-guest owners and members

Guest user members

Create tasks and buckets

Yes

Yes

Edit task fields

Yes

Yes

Attach a file or link to tasks

Yes

Yes. However, an admin must allow it through the Office 365 groups settings. For more information, see Allow guests to be added to all Office 365 groups.

Invite guest users

Yes

No

Comment on a task

Yes

No

Create a plan

Yes

No

Delete a public plan

Yes

No

Delete a private plan

Yes. Group owners only.

No

Add members to a public plan

Yes

No

Add members to a private plan

Yes. Group owners only.

No

Edit plan name

Yes

Yes

Edit public plan settings

Yes

No

Edit private plan settings

Yes. Group owners only.

No

View public plans

Yes

No

Join public plans

Yes

No

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