In this example, the Site Sponsor record was perviously set-up with an Associative Security Definition, which means that a pre-existing security definition will get automatically applied to any external user that the Site Sponsor invites using the procedure shown below.
If a Site Sponsor is granted the permission to Invite Users to join the site, the Site Sponsor will see the Invite Users menu item available on the Settings menu in SharePoint:
This is the most convenient way to start the process of inviting a new user to register for the site. The other option is to click on the Manage Accounts link just below the Invite Users link in the Settings menu and then click on Invite Users in the Ribbon:
Both of these methods result in the New Invitation dialog being displayed:
In this dialog, all that is necessary to send an invitation is to enter the email address of the person to be invited to join the site, and then click the Save button.
Note: Multiple email addresses can be entered to send multiple invitations by separating the email address with semicolons (;).
Note: If the SharePoint Administrator setup the Site Sponsor record with Optional Associative Security Definitions, the Site Sponsor would see a list of SharePoint Groups andor Extranet Roles with checkboxes in the above dialog box. The Site Sponsor could choose which GroupsRoles the invitee should be a member of once registraton is complete.
The person who has been invited to register for the site will immediately receive a You Have Been Invited to Register email similar to this one:
When the invitee clicks on the Register link, a browser window will open and the following page will be presented:
Note: By default, the invitation to register for the site will expire in 3 days from the time that it is sent. After this period, the invitee will receive an error message if they click on the link in the email, and a new invitation must be sent.
Once the invitee completes and submits the registration form, this Registration Accepted page will be displayed in the browser:
Also, the invitee will immediately receive the Successfully Registered email:
At this point, if an approval process has not been implemented (which is the default when first setting up ExCM), the invitee will immediately receive the Registration Approved email:
The invitee can click on the Login link in the email or the Continue to Login link on the web page to log into the site for the first time:
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