Guest access is essential for modern collaboration, but it can also introduce visibility, security, and lifecycle-management challenges across Microsoft 365. Orchestry's Guest Management features help organizations bring structure and governance to external collaboration by giving leaders and admins a clear view of who has access, how guests are invited, whether access is still appropriate, and when guest accounts should be removed.

This overview introduces the core Guest Management capabilities covered in the articles below, including dashboards and reports for monitoring guest activity, policy-driven guest requests and onboarding templates, recurring guest access reviews, automated guest deletion controls, and settings for domain rules, inactivity thresholds, exports, and tenant-wide configuration. Whether you are evaluating Orchestry from an executive, technology, or administrative perspective, these resources show how Orchestry helps reduce risk, simplify administration, and support scalable governance for external users.

Things to Consider

For organization unfamiliar with managing external users in M365, it's recommended that you consult some preliminary reading on the subject, such as the articles below:

• Collaborating with people outside your organization

• Plan external collaboration with channel conversations, file collaboration, and shared apps

Guest Dashboard and Reports

• 📄 Navigating the Guest Management Dashboard — Learn how the Guest dashboard summarizes tenant-wide guest activity, lifecycle status, trends, exports, and links into the underlying guest reports.

• 📄 Navigating the Guest Management Reports Page — Review the built-in guest reports available in Orchestry, including all guests, multi-access, unique domains, deletion candidates, access violations, activity status, and review-related reports.

• 📄 Navigating the Guest Account Details Page — See how to open a guest's details page to review account information, workspace access, Entra ID links, deletion options, and Orchestry event history.

• 📄 How to Open Guest Reports — Follow the steps to navigate to Guests > Reports, open the reports selector, and launch a specific guest report.

• 📄 How to Action Guest Accounts — Learn how admins can use guest report actions to view guests in Entra ID, resend invitations, and manually delete individual or multiple guest accounts.

Guest Management Policies & Templates

Guest Request Policies & Templates

• 📄 Understanding Guest Request Policies — Learn how Guest Request Policies govern who can invite guests, which approval workflows apply, and how requests are controlled across Orchestry.

• 📄 Navigating Guest Request Policy Properties — Review the configuration areas and settings available when editing a Guest Request Policy.

• 📄 How to Create a Guest Request Template — Follow the steps to create a reusable template for collecting the information needed when requesting guest access.

• 📄 Understanding Guest Requests and Templates — Learn how Guest Requests and templates work together to standardize guest invitations and gather the right request details.

• 📄 Navigating Guest Request Templates — See how to review and manage the available Guest Request Templates in Orchestry.

• 📄 How to Create a Guest Request Template — Follow the steps to create a reusable template for collecting the information needed when requesting guest access.

• 📄 Understanding When to Use Guest Request Policies or Guest Onboarding Templates — Compare when to use Guest Request Policies versus Guest Onboarding Templates for different guest access scenarios.

• 📄 How to Invite Guests into a Workspace with Orchestry — Follow the process for inviting external guests into a workspace using Orchestry.

Guest Review Policies

• 📄 Understanding Guest Review Policies — Learn how Guest Review Policies help admins periodically review guest access and confirm whether guests should keep or lose access.

• 📄 Navigating Guest Review Policy Properties — Review the configuration options available when setting up or editing a Guest Review Policy.

• 📄 How to Create a Guest Review Policy — Follow the steps to create a policy that schedules and manages recurring guest access reviews.

Guest Delete Policies

• 📄 Understanding the Guest Delete Policy — Learn how Guest Delete Policies help identify and remove guest accounts based on defined deletion criteria.

• 📄 Navigating Guest Delete Policy Properties — Review the settings and fields used to configure a Guest Delete Policy.

• 📄 How to Create a Guest Delete Policy — Follow the steps to create a policy that automates identifying guest accounts for deletion.

Guest Management Settings

• 📄 Navigating Guest Management Settings — Learn where to find and manage the core Guest Management settings in Orchestry.

• 📄 How to Exclude Guests from the 'All Users' Security Group — Follow the steps to prevent guest users from being included in the 'All Users' security group.

• 📄 How to Configure the Inactivity Threshold for Guest Accounts — Learn how to set the inactivity threshold Orchestry uses to classify guest accounts as active or inactive.

• 📄 How to Block Guest Domains — Follow the steps to block specific guest domains from being used in guest access requests.

• 📄 How to Disable Guest Management in Orchestry — Learn how to turn off Guest Management features when they are no longer needed.

• 📄 How to Setup and Access the Nightly Guest Data Export — Learn how to configure and retrieve the nightly export of guest account data.

• 📄 How to Whitelist Guest User Domains — Follow the steps to allow specific guest domains for guest access requests.