1     Overview

This document provides a description on on-boarding a portal user externally. This is based on GP customers that have Key2Act and filter based on Customer Location.

2     Onboarding Portal External User

GP – Key2Act Service Management

1. Cards -> Service Management -> Contact Management
   Populate Contact name and Email
   
2. Select Mass Assign
   You can then filter by a customer number (hit redisplay) and then select those applicable locations and select process
   

• Must be invited to the SharePoint site visitors group.  That can be done by going to your portal site. Then clicking the gear icon – Site Permissions – Advanced Permission Settings
  
  

Out of the box User experience

1. User receives invite to portal from Microsoft:
   
2. User is prompted for a Microsoft account (They MUST have one to enter the portal)
   
3. If they do not already have one through their organization or other setup, they will be prompted to create an account:
   

In addition:

• Users must sign in with the email that the invite was sent to
• Cookies must be enabled

Various customers have chosen to onboard users in different ways, suppressing the out-of-the-box invite and instead sending a tailored link through an internal email address, customizing the Microsoft invites, etc., so there are certainly other options if the out of the box functionality is less than desirable to you and we are happy to discuss if interested.