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@ -1,19 +1,20 @@
<!DOCTYPE html>
<html lang="en">
<html lang="ru">
<head>
<title>Add external users</title>
<title>Добавить внешних пользователей</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="When you’ve finished setting up a portal and its pages, you need to activate the named license package for external users. To do that, contact the sales rep you worked with..." />
<meta name="description" content="После настройки портала и его страниц активируйте пакет именных лицензий для внешних пользователей. Для&nbsp;этого обратитесь к&nbsp;менеджеру, у&nbsp;которого вы&nbsp;приобрели систему.&nbsp;" />
<meta name="picture" content="" />
<meta property="og:type" content="website" />
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
<meta property="og:url" content="https://brix365.com/en/help" />
<meta property="og:image" content="" />
<meta property="og:title" content="Cправка по Low-code платформе ELMA365" />
<meta property="og:url" content="https://elma365.com/ru/help" />
<meta property="og:image" content="" />
<meta property="og:site_name" content="ELMA365" />
<link rel="icon" href="favicon.png" type="image/png" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
@ -23,6 +24,7 @@
<link rel="stylesheet" href="./article.css" />
<link rel="stylesheet" href="./glossary.css" />
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<script type="text/javascript" src="jquery.js"></script>
<script type="text/javascript" src="helpman_settings.js"></script>
<script type="text/javascript" src="helpman_topicinit.js"></script>
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</head>
<body>
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<header class="header elma-365">
<div class="container">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-en.svg" alt="header logo">
<a class="header__logo" href="https://elma365.com/ru/help">
<img src="./logo.svg" alt="header logo">
</a>
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<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
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@ -63,7 +65,7 @@
</div>
<div class="header__navi">
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://elma365.com/ru/help/platform/get-trial.html">Платформа</a></li><li><a class="project-link" href="https://elma365.com/ru/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://elma365.com/ru/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://elma365.com/ru/help/projects/projects-functions.html">Проекты</a></li><li><a class="project-link" href="https://elma365.com/ru/help/business_solutions/-elma365-store.html">Бизнес-решения</a></li></ul></span></li><li><a href="https://api.elma365.com/ru/"target="_blank">API</a></li><li><a href="https://tssdk.elma365.com/"target="_blank">SDK</a></li><li><a href="https://community.elma365.com/" target="_blank">Community</a></li><li><a href="https://elma-academy.com/ru/" target="_blank">Академия</a></li><li><a href="https://elma365.com/ru/" target="_blank">Сайт ELMA365</a></li></ul>
</div>
@ -78,8 +80,8 @@
<aside class="sidebar" id="sidebar">
<div class="sidebar__header">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-light-en.svg">
<a class="header__logo" href="https://elma365.com/ru/help">
<img src="./logo-light.svg">
</a>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
@ -92,15 +94,15 @@
<div class="article-inner">
<div class="content">
<header class="article__header">
<div class="article__bread" style="display:flex; gap:10px;">
<div class="article__bread" style="display:flex; gap:10px;">
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
<div class="topic__breadcrumbs">
<p><a href="service-portal.html">External portal</a> / Add external users</p>
<p><a href="service-portal.html">Внешний портал</a> / Добавить внешних пользователей</p>
</div>
</div>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Add external users</span></h1>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Добавить внешних пользователей</span></h1>
</div>
</header>
@ -109,39 +111,38 @@
<a href="#h1-article" class="scroll-top"></a>
</div>
<!-- Placeholder for topic body. -->
<p style="line-height: 1.28; margin: 0 0 11px 0;">When you<span style="color: #202122; background-color: #ffffff;">’</span>ve finished setting up a portal and its pages, you need to activate the <a href="licences.html" class="topiclink">named license</a> package for external users. To do that, contact the sales rep you worked with when purchasing the system.</p>
<p style="line-height: 1.20;">After that, add and invite <a href="external-users.html" class="topiclink">external users</a> to the system. You can fill in user data manually or import accounts from another system.</p>
<p style="line-height: 1.20;">Please note that it is not necessary to add and invite manually users who sign in to the portal using SAML or through an <span style="color: #0000ff;"><a href="portal-login-page.html#third-party-service" class="topiclink">external service with automatic registration enabled</a></span>. It is enough to pass a link to the portal page to such users.</p>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20;">To add a user and invite them to the portal, follow these steps<span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">:</span></p>
<p style="line-height: 1.20;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p class="p_Normal">После настройки портала и его страниц активируйте пакет <a href="licences.html" class="topiclink">именных лицензий</a> для внешних пользователей. Для этого обратитесь к менеджеру, у которого вы приобрели систему. </p>
<p class="p_Normal">Затем добавьте и пригласите в систему <a href="external-users.html" class="topiclink">внешних пользователей</a>. Вы можете заполнить данные пользователей вручную или импортировать учётные записи из другой системы, например, из <a href="/ru/help/business_solutions/external-users-ad-ldap.html" target="_blank" class="weblink">Active Directory/LDAP</a>.</p>
<p class="p_Normal">Обратите внимание, не нужно добавлять и приглашать вручную пользователей, которые входят на портал с помощью <a href="saml-with-windows-server.html" class="topiclink">SAML</a> или через <a href="portal-login-page.html#third-party-service" class="topiclink">сторонний сервис с включённой авторегистрацией</a>. Таким пользователям достаточно передать ссылку на страницу портала. </p>
<p class="p_Normal">Чтобы добавить пользователя и пригласить его на портал: </p>
<ol style="list-style-type:upper-roman">
<li value="1" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;">Open the <a href="system_objects.html" class="topiclink">System apps</a> workspace.</li><li value="2" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;">Go to the <span style="font-weight: bold;">External users</span> page and click <span style="font-weight: bold;">+External user</span> in the upper right corner.</li><li value="3" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;">In the window that opens, specify the required user information. By default, only the <span style="font-weight: bold;">Full name</span> field is required. All other fields can be filled in later.</li><li value="4" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;">Click the <span style="font-weight: bold;">Save</span> button to complete the settings.</li></ol>
<p style="line-height: 1.20; margin: 0 0 0 9px;"><img alt="add_external_user_01" width="617" height="380" style="margin:0;width:617px;height:380px;border:none" src="add_external_user_01.png"/></p>
<li value="1" class="p_Normal">Откройте раздел <a href="system_objects.html" class="topiclink">Системные справочники</a>.</li><li value="2" class="p_Normal">Перейдите на страницу <span style="font-weight: bold;">Внешние пользователи</span> и нажмите на кнопку <span style="font-weight: bold;">+ Внешний пользователь</span> в правом верхнем углу страницы. </li><li value="3" class="p_Normal">В открывшемся окне укажите необходимую информацию о пользователе. По умолчанию обязательно для заполнения только поле <span style="font-weight: bold;">ФИО</span>. Все остальные поля можно заполнить позднее. </li><li value="4" class="p_Normal">Для завершения настройки нажмите <span style="font-weight: bold;">Сохранить</span>. </li></ol>
<p class="p_Normal" style="margin: 0 0 0 36px;"><img alt="external_users_1" width="623" height="312" style="margin:0;width:623px;height:312px;border:none" src="external_users_1.png"/></p>
<ol style="list-style-type:upper-roman">
<li value="5" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">After adding the user to the system, you need to generate a personal link that lets the user access the portal’s pages. To do this, go to the portal page and click </span><span style="font-family: Inter; font-weight: bold;">+Invite a new user</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span></li><li value="6" class="p_Normal"><a id="inviatation-link" class="hmanchor"></a>In the window that opens, select the user you created by clicking the magnifying glass icon or add a new one.</li><li value="7" class="p_Normal">Open the invitation parameters:</li></ol>
<p style="text-indent: -24px; line-height: 1.20; margin: 0 0 0 48px;"><span style="font-size: 13px; color: #000000;">&nbsp;</span></p>
<p style="line-height: 1.20; margin: 0 0 0 34px;"><img alt="add-external-users-2" width="752" height="336" style="margin:0;width:752px;height:336px;border:none" src="add-external-users-2.png"/></p>
<li value="5" class="p_Normal"><a id="get_link" class="hmanchor"></a>После добавления пользователя сгенерируйте индивидуальную ссылку, по которой он получит доступ к страницам портала. Для этого перейдите на страницу портала и нажмите <span style="font-weight: bold;">+Пригласить пользователя</span>. </li><li value="6" class="p_Normal">В открывшемся окне выберите созданного пользователя, нажав на значок лупы, или добавьте нового.</li><li value="7" class="p_Normal">Настройте параметры приглашения:</li></ol>
<p class="p_Normal" style="margin: 0 0 0 36px;"><img alt="sportal-10" width="1068" height="435" style="margin:0;width:1068px;height:435px;border:none" src="sportal-10.png"/></p>
<ul style="list-style-type:disc">
<li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Without contact data confirmation</span>. Select the option if you specified authorization data when creating an external user. It can be email or phone number if <a href="portal-login-page.html#phone-auth" class="topiclink">authentication with phone number</a> is enabled for the portal. Then, when clicking the invitation link, the user will immediately be able to fill in personal data and set a password. If the option is not selected, they need to confirm the email or phone number using a one-time code.</li><li style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-weight: bold;">Update the link created earlier</span>.<span style="font-weight: bold;"> </span>This<span style="font-family: Inter;"> option allows you to generate a new invite link. The previous link will become invalid</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">.</span></li></ul>
<ol style="list-style-type:upper-roman" start="8">
<li value="8" style="line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 0;"><span style="font-family: Inter;">After you fill out the form, click </span><span style="font-family: Inter; font-weight: bold;">Get link</span><span style="font-family: Inter;">, copy the invite link, and send it to the user</span><span style="font-family: 'Segoe UI',Tahoma,Verdana,Arial,sans-serif;">.</span></li></ol>
<h2 class="p_Heading2"><span class="f_Heading2">Grant access to the portal</span></h2>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">The <a href="add-external-users.html#inviatation-link" class="topiclink">personal invite link</a> for an external user has no expiration date. The link allows the user to access only the portal he or she has been invited to. If the portal’s status is changed to </span><span style="font-family: Inter; font-weight: bold;">Inactive</span><span style="font-family: Inter;">, the user won’t be able to view its pages.</span></p>
<h2 class="p_Heading2"><span class="f_Heading2">Grant access to several portals</span></h2>
<p style="line-height: 1.28; margin: 0 0 11px 0;"><span style="font-family: Inter;">You can add external users and manage their access to a portal using a <a href="https://tssdk.brix365.com/en/index.html" target="_blank" class="weblink">script</a>. This allows you to grant one user access to several portals. To do that, implement the following methods in the script used to create and manage an external user:</span></p>
<p class="p_CodeExample" style="white-space: normal; page-break-inside: auto; page-break-after: avoid;"><span class="f_CodeExample">async</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">function</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">add():</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">Promise&lt;</span><span class="f_CodeExample" style="font-weight: bold;">void</span><span class="f_CodeExample">&gt;</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">{</span><br />
<span class="f_CodeExample" style="color: #ffffff;"> &nbsp; </span><span class="f_CodeExample">let</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">profile</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">=</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">await</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">Global.ns._system_catalogs.app._user_profiles.search().first();</span><br />
<span class="f_CodeExample" style="color: #ffffff;"> &nbsp; </span><span class="f_CodeExample" style="font-weight: bold;">if</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">(profile)</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">{</span><br />
<span class="f_CodeExample" style="color: #ffffff;"> &nbsp; &nbsp; &nbsp; </span><span class="f_CodeExample">await</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">Namespace.portal.addProfile(profile);</span><br />
<span class="f_CodeExample" style="color: #ffffff;"> &nbsp; </span><span class="f_CodeExample">}</span><br />
<li class="p_Normal"><span style="font-weight: bold;">Без подтверждения контактных данных</span> — <span style="font-size: 15px; font-family: Inter;">выберите опцию, если при создании внешнего пользователя вы указали данные для авторизации. Это может быть электронная почта или мобильный телефон, если для портала включена </span><span style="font-size: 15px; font-family: Inter; color: #0563c1;"><a href="portal-login-page.html#phone-auth" class="topiclink">аутентификация по номеру телефона</a></span><span style="font-size: 15px; font-family: Inter;">. Тогда при переходе по ссылке‑приглашению пользователь сразу сможет заполнить личные данные и задать пароль. Если опция не выбрана, ему нужно подтвердить электронную почту или номер телефона с помощью одноразового кода;</span></li></ul>
<ul style="list-style-type:disc">
<li class="p_Normal"><span style="font-weight: bold;">Обновить ранее сформированную ссылку</span> — отметьте опцию, чтобы сгенерировать ссылку для входа повторно. Сформированная ранее ссылка станет недействительной. </li></ul>
<ol style="list-style-type:upper-roman">
<li value="8" class="p_Normal"> После заполнения полей нажмите кнопку <span style="font-weight: bold;">Получить ссылку</span>, скопируйте её и<span style="font-weight: bold;"> </span>передайте пользователю. </li></ol>
<h2 class="p_Heading2"><span class="f_Heading2">Предоставление доступа к внешнему порталу </span></h2>
<p class="p_Normal"><a href="add-external-users.html#get_link" class="topiclink">Индивидуальная ссылка-приглашение</a>, предоставляемая внешнему пользователю, действует бессрочно. По ней пользователь может получить доступ только к тому порталу, в который ему пришло приглашение. Если статус портала установлен в положение <span style="font-weight: bold;">Неактивный</span>, пользователь не сможет просматривать страницы. </p>
<h2 class="p_Heading2"><span class="f_Heading2">Предоставление доступа к нескольким порталам</span></h2>
<p class="p_Normal">Вы можете добавлять внешних пользователей и управлять их доступом к порталу при помощи <a href="https://tssdk.elma365.com/ru/latest/index.html" target="_blank" class="weblink">скрипта</a>. Таким образом вы сможете предоставить одному пользователю доступ сразу к нескольким порталам. Чтобы это сделать, используйте следующие методы в скрипте, в котором идёт создание пользователя или управление им: </p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">async&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">function</span><span class="f_CodeExample">&nbsp;add():&nbsp;Promise&lt;</span><span class="f_CodeExample" style="font-weight: bold;">void</span><span class="f_CodeExample">&gt;&nbsp;{</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;let&nbsp;profile&nbsp;=&nbsp;await&nbsp;Global.ns._system_catalogs.app._user_profiles.search().first();</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">if</span><span class="f_CodeExample">&nbsp;(profile)&nbsp;{</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;await&nbsp;Namespace.portal.addProfile(profile);</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;}</span><br />
<span class="f_CodeExample">}</span><br />
<span class="f_CodeExample">&nbsp;</span><br />
<span class="f_CodeExample">async</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">function</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">del():</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">Promise&lt;</span><span class="f_CodeExample" style="font-weight: bold;">void</span><span class="f_CodeExample">&gt;</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">{</span><br />
<span class="f_CodeExample" style="color: #ffffff;"> &nbsp; </span><span class="f_CodeExample">let</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">profile</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">=</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">await</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">Global.ns._system_catalogs.app._user_profiles.search().first();</span><br />
<span class="f_CodeExample" style="color: #ffffff;"> &nbsp; </span><span class="f_CodeExample" style="font-weight: bold;">if</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">(profile)</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">{</span><br />
<span class="f_CodeExample" style="color: #ffffff;"> &nbsp; &nbsp; &nbsp; </span><span class="f_CodeExample">await</span><span class="f_CodeExample" style="color: #ffffff;"> </span><span class="f_CodeExample">Namespace.portal.removeProfile(profile);</span><br />
<span class="f_CodeExample" style="color: #ffffff;"> &nbsp; </span><span class="f_CodeExample">}</span><br />
<span class="f_CodeExample">async&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">function</span><span class="f_CodeExample">&nbsp;del():&nbsp;Promise&lt;</span><span class="f_CodeExample" style="font-weight: bold;">void</span><span class="f_CodeExample">&gt;&nbsp;{</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;let&nbsp;profile&nbsp;=&nbsp;await&nbsp;Global.ns._system_catalogs.app._user_profiles.search().first();</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;</span><span class="f_CodeExample" style="font-weight: bold;">if</span><span class="f_CodeExample">&nbsp;(profile)&nbsp;{</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;await&nbsp;Namespace.portal.removeProfile(profile);</span><br />
<span class="f_CodeExample">&nbsp;&nbsp;&nbsp;&nbsp;}</span><br />
<span class="f_CodeExample">}</span></p>
<div class="bottom-nav">
@ -152,14 +153,14 @@
</a>
<a id="next-link" class="topic__navi_next" href="enter-the-portal.html">
<span class="bottom-nav__link">enter-the-portal.html</span> <span
<a id="next-link" class="topic__navi_next" href="block-user.html">
<span class="bottom-nav__link">block-user.html</span> <span
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
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@ -167,7 +168,7 @@
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