Setting External User Creation Options

You can specify a group to which new external users are automatically added. This feature eases the process of adding external users and can be used alone or with other self-registration features.

For example, customer support staff can create external user accounts for customers by adding them to the Contacts table and selecting the "Grant Login" option from the Actions drop-down list on a Contacts record. The external user is assigned to a specified group and is automatically granted the privileges granted to the group.

In addition, you can opt to send an e-mail confirmation notification to external users who self-register through the Self-Registration form or whose accounts are created manually. To use this feature, the Notification Server must be configured properly and running.

To set external user creation options:

  1. Select Settings from the Options menu, or click the Settings toolbar button. The Settings dialog box opens.
  2. Select the External User tab.
  3. From the Group for New External Users drop-down list, select the group to which new external users will be added. This list is populated with groups that have the External User product-access type. When a group is selected from this list, the Add New External Users Automatically check box is automatically selected for the group in SBM Application Administrator as well.
  4. From the Default Preferred Table drop-down list, select the primary table that is to be the default preferred table for external users in your system. The Default Preferred Table drop-down list is populated with all primary tables in your system. Select the table that contains projects to which external users have access.
  5. Select the Enable E-mail Confirmation when External User is created check box if you want users to receive a confirmation e-mail when their account is created.
  6. Select an e-mail template from the Confirmation Template drop-down list. You can modify the provided e-mail template (extregconfirm.txt) to meet your needs or create a new e-mail template using. To modify an e-mail template, click Edit. For details, refer to E-Mail Templates for User Registration and Password Changes
  7. In the Reply to Address box, type the e-mail address where you would like replies to the e-mail confirmation to be sent. This option can be left blank if you do not want to provide a Reply to option.
    Note: If using MAPI as the e-mail transport, setting the Reply to Address option has no effect.