Registration
For a user to access the portal and its pages, the administrator has to invite them by sending an invitation link. If authentication via an external service with automatic registration enabled is configured, there is no need to send an invitation link. It is enough to provide the user with a link to the portal page.
When the user opens the invite, they will see the registration page, which can be customized if needed.
To complete registration, the user enters their email address and clicks Send verification code. The code is sent to the specified email address. Then the user enters the code, clicks Confirm, and fills out the fields in the provided Invitation to the Portal window.
To skip confirming the email and phone number for the user so that they start filling in their personal information straight away, select the Without contact data confirmation option when generating the invitation link.
In the Invitation to the Portal window, the user specifies their full name and creates a password.
After saving personal information, the user will proceed to the configured portal pages.
After clicking Save, the user sees the configured portal pages.
By default, external users only have access to portal pages and the data displayed on them. You can also configure individual access to the workspace where the portal was created and its apps. In addition, you can completely block access to the portal for an external user if necessary.
Sign-in page
If a user signs out of the account, an external user registered or imported from AD/LDAP can sign in to the portal again. To do that, they can click on the link provided and enter their email or login and password on the opened page.
If authentication with phone number is enabled on the portal, to sign in the user can enter the phone number and account password. If sending one‑time codes is additionally enabled in the portal settings, the user can enter the phone number and receive the code. After entering the code, the user is then signed in to the portal.
Note that to sign in to the portal by their phone number, the user needs to confirm it.
начало внимание
Currently, phone number confirmation is available only when registering a new external user.
конец внимание
A user sees the same page when signing in to the portal via the provided link for the first time when an external service with automatic registration is enabled.
To sign in via an external service, the user will click Use another sign-in method, then select the authentication module and proceed to the page of signing in to the account of the external service. By specifying the account details, the user will be signed in to the portal.
You can customize the sign-in page as well as disable the password recovery option for users.
Sign in to the portal in an application
An external user can interact with the portal pages from the mobile application (version 1.3.0 or higher) or desktop application (version 2.0.6 or higher).
To do this, the administrator needs to place a special link for access from the application or a QR code on the portal page.
To sign in to the external portal from the application, the user should follow the link placed on the portal page. After that the ELMA365 application will open with the external portal authentication page.
To get access to the portal with a QR code a user needs to open the portal page where the code is placed and the ELMA365 mobile application. Then on the sign-in page in the application click Scan QR code. After scanning the image, the login page to the external portal will open.
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