Access the portal and log in
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Prerequisites
- External User Portal configured in SoftExpert Configuration.
- User previously registered in SoftExpert Administration for access using email and password.
- Self-registration previously configured in SoftExpert Configuration for manual user creation.
- Portals shared with the user who is attempting to access.
Presentation
Access to the External User Portal is performed through login, ensuring that only authorized users can utilize the resources made available by the organization.
There are two ways to access the portal: using an email and password previously registered in SoftExpert Administration, or through self-registration, when this option is enabled by the internal administrator.
Access with email and password
1. Access the inbox of the email provided by the administrator and confirm the message sent by the system. After confirming, login to the portal will be enabled using the registered email and password.
2. Access the portal URL shared by the organization. Example: https://content.softexpert.app/softexpert/external-login
3. Enter the email and password shared by the organization in the login fields.
4. Click Log In.
The internal user responsible for the registration can verify whether the email has already been confirmed and, if necessary, resend the confirmation message.
Access via self-registration
1. Access the portal URL shared by the organization. Example: https://content.softexpert.app/softexpert/external-login
2. At the bottom of the portal, click Create account.
3. Fill out the fields displayed in the self-registration form with your information.
4. Click Finish to submit the information.
5. Access the inbox of the email provided and confirm the system message.
6. Return to the portal home screen and log in using the email and password you created.
In some organizations, besides email confirmation, manual approval of the self-registration by an internal user may be required. In these cases, access to the portal will be granted only after receiving an email confirming approval of the registration.
Conclusion
With these steps, external users will be able to access the portal.