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  1. Create an Organizational Identity record for the new enrollee, via People >> Organizational Identities. Currently, these records must be created manually, although in the future additional mechanisms such as querying LDAP (CO-36) may be supported.
    1. Be sure to specify an email address for the enrollee.
    2. In order for the enrollee to login to COmanage, you must add an identifier to the Organizational Identity corresponding to the identifier returned by the web server's authentication engine (eg: the value found in $REMOTE_USER under Apache). Be sure to check tick Login for the identifier.
  2. Invite the enrollee to the CO, via People >> My Population >> Invite, or via People >> EnrollMy Population and then clicking "(plus) Invite".
    1. By default, the invitation is valid for 24 hours. This time is configurable via CO Settings.
  3. The new enrollee will receive an email with an activation link. Upon following the link and clicking Accept, the enrollee will be active in the CO.
  4. Add at least one CO Person Role for the enrollee. (This can be done before the enrollee has accepted the invitation.)
    1. People >> My Population
    2. Click the edit (pencil) icon for the enrollee
    3. Click the "Role Attributes" tab and select "Add"

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