Prerequisites

• SoftExpert Configuration as part of the solutions acquired by the organization.
• “Allow external users access to the system” option checked in the Configuration > Authentication (CM008) menu of SoftExpert Configuration.
• Contact created in SoftExpert Suite.
• Access to the File > External user (AD060) menu.

Introduction

SoftExpert Administration allows service providers, organizations, and external individuals to interact with SoftExpert Suite.

Through the external user file menu, it is possible to register users without a connection to SoftExpert Suite in order for them to access the External user portal (CM030). Users registered as external have a much more restricted and adapted access to SoftExpert Suite.

One of the ways to add external users is from contacts registered in the system.

See how to create external users from a contact:

Adding an external user from a contact

1. Access the File > External user (AD060) menu.

2. Expand the button and select Add from a contact.

3. On the screen that will open, use the Filter section to make it easier to search for the desired contact.

4. Select the desired contact and click on .

5. On the screen that will open, enter the name of the record.

6. Enter the E-mail in the corresponding field. The e-mail provided will be used to log in to the External user portal.

7. In the Access configurations section, enter the desired password in the Password and Confirm password fields.

8. Specify the access to the External user portal features in the License key field. License keys are defined in SoftExpert Configuration.

9. Enter how many simultaneous logins this user can perform to the External user portal in the Max. number of connections: field.

10. Select the default language that the external user will use in the portal. The language can be changed while the portal is used, but the user will have to log in again for the change to be applied.

11. If you wish, fill in the additional fields: Company, Phone #, Cellphone number, etc.

12. Click on the button.

Conclusion

Thus, we have created external users so that they can access SoftExpert Suite and use the software's specific resources. This time, a contact was used for the creation.