New Collaborate Guest User Error "Link Facet Access - Replace with Invitation"

Plan: Not Available: Intermediate Available: Pro or Elite

Users: Not Available: All users Available: FYI Admins or User Group permissions

Practice Management Source: Available: All sources

Issue

When running the New Collaborate Status Check - Guest User Reconciliation process, the Reconciliation Report displays the following reason:

  • "Link facet access - replace with invitation"

Cause

This occurs when a guest user has been given access to a New Collaborate client folder or document using a SharePoint sharing link, rather than being granted access from within FYI.

Access to New Collaborate must be managed using FYI sharing settings so FYI can track, validate, and reconcile the guest user correctly.

Solution

To resolve the issue:

  1. Remove the SharePoint sharing link for the relevant user.
  2. Re-share the folder or document from FYI so the guest user is granted access using FYI sharing settings.
  3. Run the reconciliation process again.

Step 1 - Remove the sharing link in SharePoint

  1. Log into the New Collaborate SharePoint site as the OneDrive Admin user.
  2. Select the relevant folder or document.
    Note: The Guest User Reconciliation Report will provide a link to the affected folder or document.
  3. Click the Details button in the toolbar to display the Details drawer on the right.
    4819_New_Collaborate_SharePoint_Details_button.gif
  4. Under the "Has Access" heading, click the Manage access link.
  5. Click the Links tab.
  6. Click the bin icon to delete the link.
    4820_New_Collaborate_SharePoint_Remove_Link.gif
  7. When prompted, click Remove to confirm.

For more information on managing SharePoint links, refer to the Microsoft article Stop sharing OneDrive or SharePoint files or folders, or change permissions.

Step 2 - Reshare using FYI

After removing the SharePoint link, you can then share either the client folder or relevant documents using FYI.

Step 3 - Run the reconciliation again

To confirm the issue has been resolved, run the New Collaborate Status Check - Guest User Reconciliation process again. 

Refer to New Collaborate Status Check Overview.

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