1. Ensure ticket is tagged/categorized properly. The correct category/subcategory/item for any guest account requests is Cloud Services > Microsoft 365 > External Access. Please ensure the ticket is tagged properly for accurate historical reference and reporting.

2. Log request. Any request for a guest account needs to first be logged in the Guest Accounts list in SharePoint located in the IT System Portfolio: https://keminind.sharepoint.com/sites/SystemPortfolio/Lists/Guest%20Accounts/AllItems.aspx This list is intended to contain the current status of all guest accounts and should be reviewed on a monthly basis to ensure the list is accurate. All fields in the list are required.

3. Create account in Azure. The actual guest account needs to be created in the Azure Microsoft Entra ID portal: https://portal.azure.com/ Go to the Microsoft Entra ID module and then click on Users. In the New user button, click on Invite external user. Fill out the display name and email address for the guest account, and then click on Review + Invite.

4. Add user to any requested Teams sites. Go to the Microsoft Teams admin center: https://admin.microsoft.com/ Go into the Active Teams & Groups area and search for the Team that the requestor has asked for the new guest account to be added to. Go to the Membership tab and go down to the Members section and then click on Add Members. Search for the guest account and add them to the Team. Please also ensure that the requestor is listed as an owner on the same Team.

5. Communicate expectations to user When updating the user on the completion of their request, make sure to also send them a link to the solution article regarding ShareGate notifications: https://kemin.freshservice.com/a/solutions/articles/11000091291 This article outlines what they can expect as the owner of a Team that has guest accounts, as they will begin receiving monthly notifications from the ShareGate Apricot service asking them to perform audits of their guest accounts.