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- 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.
- Be sure to specify an email address for the enrollee.
- In order for the enrollee to login to COmanage, you must add an identifier to the Organizational Identity corresponding to the identifier returned by the web server's authentication engine (eg: the value found in
$REMOTE_USER
under Apache). Be sure to check Login for the identifier.
- Invite the enrollee to the CO, via People >> My Population >> Invite or People >> Enroll.
- 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.
- Add at least one CO Person Role for the enrollee. (This can be done before the enrollee has accepted the invitation.)
- People >> My Population
- Click the edit (pencil) icon for the enrollee
- Click the "Role Attributes" tab and select "Add"