External users allow a user outside your organisation to access the system. You can create an external user in the administration area to provide access to the application.

1. Select Launchpad > Go to Admin > Users > External.
2. You then click the Add User button.
3. Enter the First Name, Second Name, and Email.
4. Optionally enter any other required information.
5. You will find the User Account navigation bar at the bottom of the Add User blade. Click on this then:
   1. Set the user to active.
   2. Choose the Identity Provider:
      • Local forms-based login is a username and password-based login.
      • Enter the external user identifier for external identity providers such as Windows AD.
        
6. Select the Organisation the user belongs to (this should be the external organisation).
7. Select the Persona for the user. This determines the view of the system your user has.
8. Click Confirm, then Save.
9. If you have created a forms-based login, you will be asked to set a password for the user.

Review

You have successfully created a new user. You need to add your user to some teams to ensure they have permissions to work in the system and can view / access work.