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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. Invite the enrollee to the CO, via People >> My Population >> Invite or People >> Enroll.
  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"