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There are two possible cases.
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As an admin you can invite external users, or external users can sign up themselves. In both cases, the Force Verify User setting should be enabled.
Case 1 - Org admin invites an external user
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To perform the following steps access to both the Org panel and Admin panel is required.
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Revoke AMPI access In most organizations new users will automatically be granted access to AMPI. Therefore, the newly invited external user will also have access to AMPI unless you revoke it immediately following the steps below. You can look up what AMPI default access group is configured for your organization at Home › B3_Organization › Organizations › <YOUR ORGANIZATION> |
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In case the checkbox Activate User is deselected when inviting the user, the automatic email to set the password is not sent. Thus the new user is not informed automatically about the new account. |
In the Admin panel - Revoke AMPI access
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As a result of this action, the external user does not have access to AMPI. In fact, the new user now does not have access to any panel, so Service Panel access needs to be granted in the next step.
Case 2 - External user signs up
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Actions performed by external user
An external user signs up on the platform
The external user receives an automatic email to set a password
The external user sets a password and needs to wait for activation of the account through an admin
Only after step 3, the user appears in the user list in the org panel and the admin panel.
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As an Admin panel user revoke AMPI access in the admin panel (see steps described in Case 1)
As an Org admin verify the new user to grant platform access
The new external user can now log into the platform and does not have access to AMPI or the User Panel. In fact, the new user now does not have access to any panel, so Service Panel access needs to be granted in the next step.
Providing Service Panel access to new external users
To grant external service users access to their respective Service Panel the corresponding roles need to be assigned in the admin panel.
Go to Home › Partner › Fulfillment partners › <EXTERNAL SERVICE>
Expand the section USER ACCESS GROUPS
Assign the necessary access group(s)
For more details see https://3yourmind.atlassian.net/l/cp/0ZF9ThPW
Permissions of internal service users vs external service users
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