Set the default template

If the default template option is enabled for a guest template, the defined rules for invitations, inactivity and reviews automatically also apply to guests added directly through Microsoft 365.

Note

We recommend always setting a guest template as the default template, especially when using Seamless in the background.

Set the default template

1. Open Guests → Templates.

2. In the list, hover over the desired template and click the pin icon next to the name (Make default).

   The default template is marked (Default) in the list. There is always only one default template.

How Seamless ensures this

The Default Template & Host background job regularly checks new guests who were not invited via Seamless:

• Template: It assigns the default template to the guest.
• Primary contact: It determines the primary contact and assigns them.

Note

The job must be enabled under Monitoring → Jobs. The guest’s details, e.g. company, are not completed. They still need to be recorded, e.g. with Generate user properties.

Assign a template manually

Assign the template yourself to guests without a template or with the wrong template:

1. Open Guests → Manage and select the guests.
2. Click Bulk operations → Assign template.
3. Select the guest template and confirm.

Next steps

Invitation controlDefine who can invite guests

Learn more

Set up templatesGuest types with their own rulesGuest accessAllow external guests in workspacesBackground jobsGovernance checks in the backgroundComplete guest dataAdd missing guest detailsDeploy the Seamless appAs a background IT solution or with self-service