We get quite a few requests per week to add external users to our Portal.
Currently this is a manual task for the user to email us, and for us to either make a csv of the list of people wanting to join or typing them in manually. Then after we email them back with their login credentials.
Does anyone have a way of streamlining or automating this process in anyway?
Automation solutions for your portal—Portal for ArcGIS | Documentation for ArcGIS Enterprise
Hello @HayleyL
It would be definitely require a bit more thinking and work around this to be done. I would assume that there is a possibility of every external user could be having a different role altogether.
A probable approach could be as follows:
This should allow you to streamline process of creating user with one manual task being creating just the CSV. To avoid that, you can also share a CSV template with the users and ask them to fill the details like email etc. and then evaluate and place it in the shared location.
I hope that would a good start. Additionally, if you have an internal ticket management system that opens us a whole new world of possibilities.
Hope this gets the thinking process started around this.
Hope it helps!