Sargam PrakashContact me

External collaboration, simplified

I redesigned how Microsoft Teams admins control external collaboration: 40+ settings across three portals became one overview and three modes, now available worldwide.

Role
Lead Product Designer, end to end
Team
PM, engineering across India & Prague, content design, UX research
Timeline
July 2025 – February 2026
Status
Shipped; showcased at Microsoft Ignite 2025

Every company works with outsiders

320M+people use Microsoft Teams every monthMicrosoft, October 2023

In each organisation, an IT admin decides who outside the company its people can chat, call, meet and share channels with.

One question, three portals

Can we work with our new vendor in Teams?

A CEO asks their IT admin

That simple question sent admins through three portals and more than 20 pages, piecing together how roughly 40 settings depended on each other.

Where admins had to look

  • Teams admin center

    Chat, calls, meetings and channels

    • External access
    • Guest access
    • Meeting policies
    • Messaging policies
    • Calling policies
    • Teams policies

    40+ controls across 6+ policies

  • Microsoft Entra

    Identity and cross-tenant access

    • B2B collaboration
    • B2B Direct Connect: inbound
    • B2B Direct Connect: outbound

    Teams admins can see it, but not change it

  • SharePoint

    Files

    • External sharing

    Left for a later milestone

Nothing showed the organisation’s overall stance. One wrong setting could block legitimate work or expose the company, and it was one of the most-criticised areas of Teams administration.

Two admins, opposite needs

Admins don’t think in settings.They think in intent.

Nobody sets out to change aninbound access policy. They want towork freely with partners orlock things down.

About 40 settings, such as guest access, who can bypass the lobby and meeting chat, became three choices: Open, Controlled and Custom.

A layer on top of the existing policies

Rebuilding the policies wasn’t possible before Ignite, so the new experience sits on top of them.

Three levels of depth

The occasional admin stops at the overview. The expert goes one level deeper.

  1. L1 External access

    The familiar way in, now with a summary.

  2. L2 Overview

    “What is our stance?” Read-only.

  3. L3 Settings

    “What exactly is set?” Grouped and collapsed.

Three modes

Each mode sets every policy underneath at once.

Presets show their values as ticks and crosses. Only Custom shows toggles and dropdowns, so nothing looks editable unless it is. Experts can copy a preset into Custom and change only what they need.

Designing around the constraints

One change hits many policies

So nothing applies silently. Admins see every setting that will change, with its current and new value, before they confirm.

Some changes can fail

The dialog shows what failed and what saved, and switches the mode to Custom to match. Admins can retry or export a changelog.

Settings depend on each other

An invalid setting gets the platform’s standard warning triangle, with the reason on hover.

  • Ownership is split

    If a change needs a Global Administrator, the action stays available and a dialog explains why, instead of a disabled button.

  • The old policy pages stay live

    If a setting is changed there, the overview reports Custom mode.

  • Custom policies come first

    Mode changes apply org-wide only, and every change dialog says so.

Optional onboarding

A two-page introduction that admins open themselves, so concept explanations stay out of the everyday screens.

  • Onboarding page 1: Overview page for external collaboration.
  • Onboarding page 2: Easy setup with collaboration modes. Choose a ready-to-use preset like Open or Controlled, or edit each setting in Custom mode.

Trade-offs

Key decisions and trade-offs
The callInstead ofWhy
A read-only overviewAn editable dashboardSimple for occasional admins, with room to grow. The cost is one extra click for experts.
Presets can’t be partly editedEditing a preset in placeAn edited preset that still says “Open” would mislead. Customers preferred a custom configuration.
The mode is the main decisionMode as a utility behind a menuChoosing an intent should come before small edits. “Edit settings” became “Change mode”.
Organisation-wide scope, for nowScope by team, domain or organisational unitCustomers asked for it, but it couldn’t be done well by Ignite.

Showcased at Microsoft Ignite 2025

November 2025, about four months after the first design review.

What the feedback changed

It exposed friction in three areas, which fed into the next iteration:

So, can we work with our new vendor?

Yes, for chats, calls and meetings.

The overview answers it on one page. In this Controlled-mode example, shared channels are off.

Live worldwide since February 2026

Source: Microsoft 365 Roadmap, ID 523211 (opens in a new tab)

huge

How my PM partner described early usage, three months after launch.
Before and after the redesign
BeforeAfter
3admin portals1unified view
20+configuration pages1overview + 1 settings flow
40+controls across 6+ policies3modes: Open, Controlled, Custom

The overview became the foundation for future admin insight on Teams Admin Center.

What I’d do differently

Want the deep dive?I’ll walk you through it.