LCS - Adding users to an application that don’t have NetIDs
There are use cases where guest users are required to log into applications built on the Betty Blocks platform since the user needs to enter data that is saved and/or return to enter more data/see results. However, these users don’t have NetIDs since they aren’t employees or students at the Universities of Wisconsin (i.e., guest users).
Overview
Application Users that may not have a NetID include:
- Mentors: We have researchers around the state that students do rotations with, and the researchers (mentors) need to submit periodic feedback on the student's work.
- Community Partners: Partners across the state need to agree to policies on an annual basis.
- Service Utility: We may have members of the public submitting samples, participating in longitudinal studies, etc. who may need to return to see results or enter more data.
Application Users that have a different process and should excluded:
- Prospective Students: There is a specific process around prospective students, utilizing a different method and/or application (e.g., Salesforce CRM) to interact with prospective students.
Procedure
- If the population is already known along with their email addresses:
- Create a Manifest group that will map 1:1 to a user type in your Betty Blocks application (see instructions here).
- Follow the directions in this kb: Manifest - Using a Manifest Group to Invite People to Create Identities (NetIDs)
- Per the kb, note**You must request permission and be approved before you can invite external users.**
- After approval, add the members to the Manifest group you just created and send invitations for them to respond to the email to obtain a NetID.
- You may want to send an email, informing them to be expecting an email regarding their NetID.
- If the population is unknown:
- Work with the service team to create a login page that will first ask for SSO, then send the user to NetID Account Recovery Tool if they think they may have had one in the past, and then finally, have a create an account form to collect name, email, etc.
- Create a Manifest group that will map 1:1 to a user type in your Betty Blocks application (see instructions here).
- Follow the directions in 1b. above, to add the members to the Manifest group you just created and send invitations for them to respond to the email to obtain a NetID.
- For those who may have a NetID but forgot, they should be forwarded to the NetID Account Recovery Tool.