Set up guest templates
AI translated from the German original
Map your guest types with their own rules.
A guest template represents a type of guest, e.g. customers, suppliers or consultants. It defines:
- who can invite guests
- which details are collected and what the display name looks like
- whether invitations must be approved
- what happens with pending invitations and inactive guests (Entra ID P1)
- how often guests are reviewed
Typical guest templates
Section titled “Typical guest templates”These templates are often used in practice:
| Template | Example | Approval | Delete pending invitation after | Block when inactive after | Delete when inactive after | Review |
|---|---|---|---|---|---|---|
| Customer | Contact at Example Ltd | No | 30 days | 90 days | 180 days | yearly |
| Supplier | Project manager at Fabrikam | No | 30 days | 60 days | 120 days | every six months |
| Business partner | Sales partner or reseller | No | 30 days | 90 days | 180 days | every six months |
| Consultant | External consultant in projects | Yes | 30 days | 30 days | 90 days | quarterly |
| Auditor | Auditors during year-end closing | Yes | 30 days | 30 days | never | yearly |
| Short-term guest | Workshop participant | No | 30 days | 14 days | 30 days | – |