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Invite others to use your account

When you invite co-workers or customers to use your Microsoft Office Live Small Business account, you can give them access to the lists, libraries, and applications you use every day to run your business. Manage permissions, create e-mail accounts, and invite new users in just a few easy steps. It's never been easier to collaborate online.

In this article


Roles and permissions

As an Office Live Small Business account owner, you can give other users access to different parts of your account and specify the level of permission that you want to give to each user, as described in the following table.

Role Permissions
Administrator Users with this role can set user permissions and have full access to add, modify, and delete information.
Editor Users with this role have full access to add, modify, and delete information.
Reader Users with this role have read-only access.

Some features are available to the account owner only, including billing, purchases, creating e-mail accounts, and canceling an account. It is not possible to assign Owner permissions to another person.

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Add a new user

  1. On the Office Live Small Business Home page, at the top, click More, and then click Account Management.
  2. On the Account Management page, click Users & Permissions. The Permissions page appears with a list of current users and their permission levels.
  3. On the actions bar, click Add user, and then do one of the following:
    • To use an existing e-mail address for the new user, type the e-mail address and display name for the user, and then click Next.
    • To create an Office Live Small Business e-mail account for the user, click create an Office Live Small Business e-mail account, and then follow the instructions on the screen to create the account. After you have done so, repeat steps 1 and 2 to return to the Permissions page.
  4. Specify the permission level that you want for each site or application, and then click Next.
  5. In Additional Comments, you can type a message to the new user if you want, and then click Send.
  6.  Note   New users must create a Windows Live ID and accept the Office Live Small Business terms of use before they can access Office Live Small Business. The invitation e-mail message provides instructions for creating a Windows Live ID and a link to the Office Live Small Business terms of use.

  7. After the Summary page confirms that the invitation e-mail message has been sent, click Finish.

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Modify permissions

  1. On the Office Live Small Business Home page, at the top, click More, and then click Account Management.
  2. On the Account Management page, click Users & Permissions. The Permissions page appears with a list of current users and their permission levels.
  3. In the list, click Edit next to the user whose permissions you want to modify.
  4. In the Role drop-down list, select the permission level that you want to assign to this user for each site or application.
  5. Click Save.

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Create additional e-mail accounts

Many businesses find that their most effective marketing technique is to have a domain name that reflects the name of the business. When they do this, their company's Web site URL and all e-mail addresses for the business include the company's name. For example, for a business called Fourth Coffee, the Web site could be www.fourthcoffee.com, and an e-mail addresses could be someone@fourthcoffee.com.

If your business does not have a domain name, any e-mail addresses that you create in Office Live Small Business end with "@officeliveusers.com". To have the e-mail addresses use your own domain name, you should either purchase a new domain name or redirect an existing domain name before you create the e-mail accounts. For more information, see Purchase a domain name and Redirect your domain name to Office Live Small Business.

  1. Make sure you are signed in to Office Live Small Business with the e-mail address and password that you used when you signed up.

     Note   If you aren't sure if you are signed in as the account owner, you can check by doing the following: On the Office Live Small Business Home page, at the top, click More, click Account Management, and then click E-mail accounts. If you are signed in as the owner, this is indicated in the list of e-mail addresses. If you are denied access to the page, or if the owner isn't indicated in the list, then you aren't signed in as the owner.

  2. On the Office Live Small Business Home page, at the top, click More, and then click Account Management.
  3. On the Account Management page, click E-Mail Accounts, and then click Create new E-mail account.
  4. In User E-Mail, type the user name that you want for the account. If you have multiple domain names, click the drop-down list, and then click the domain that you want this e-mail account to be associated with.
  5. Type and retype the user e-mail address and password for the new account.
  6. Enter the user's information. Because the name that you type is the name that users will see, make sure that you choose an appropriate first name and a last name. For example, if you are creating this account for your company's support communications and your company name is Fourth Coffee, you could specify Fourth Coffee as the first name and Support as the last name. Users will then receive e-mail that shows "Fourth Coffee Support" <support@fourthcoffee.com> as the sender.
  7. Write down the e-mail address and password for the new account, and then click Next.
  8. If you are creating this account for another user, be sure to give the user the e-mail address and password for the account. You might also want to give the user a printed copy of the instructions for accessing and using their e-mail.

    Each account that you create for another person is a Windows Live ID account. The person you created the account for must sign in to Office Live Small Business with the e-mail address and password that you created.

 Note   If the new e-mail account is for another person, you should also assign the permission level that you want them to have in your account.

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Manage permissions and add users with the Sharing sidebar

The Sharing sidebar is another convenient way to manage permission levels and add new users. The Sharing sidebar appears on the right side of all of the list, library, and calendar pages that are contained within Business Applications.

When you click Users in the Sharing sidebar, you see two different options for managing users’ permissions:

  • Manage permissions for this application lets you manage users’ permissions specifically for the application you’re currently working in. Any of these changes can be made without leaving the application or disrupting whatever task you were performing.
  • Manage all users makes it easy to change permissions across several applications at once or to add many new users to your account at the same time.

Use the Sharing sidebar to add a user who already has an e-mail account

  1. On the Office Live Small Business Home page, at the top, click More, click Business Applications, and then click the application that you want.
  2. On the Sharing sidebar, click Users, and then click Manage permissions for this application.
  3. In the Users and Permissions dialog box, in the Users pane, click Add user.
  4. In the dialog box that appears, type a valid e-mail address and display name for the user, and then click Add user. The user's name appears in the Users pane.
  5.  Note   Users are not added to your account until you assign them a role in the Users and Permissions dialog box.

  6. In the Users and Permissions dialog box, click the arrow that corresponds to the role to which you want to add the user. The user's name moves from the Users pane to the selected role pane.

Use the Sharing sidebar to change a user's role

  1. On the Office Live Small Business Home page, at the top, click More, and then click the application that you want.
  2. In the Sharing sidebar, click Users, and then click Manage permissions for this application.
  3. In the Users and Permissions window, click the name of the user whose permissions you want to change.
  4. Click the arrow that corresponds to the role from which you want to remove the user. The user's name appears in the Users pane.
  5. Click the arrow that corresponds to the new role to which you want to add the user. The name now appears in the new role pane.

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