Inviting external viewers … so that they can comment David Callaghan April 2013 Welcome …

To share your portfolio with an external user, open the portfolio and click on Permissions (top RHS).

If you want them to view, ensure you are on the viewer tab If you want them to view, ensure you are on the viewer tab. For authorship, click the Authors (Students) tab.

Here we see that this portfolio is shared with Guest, MIKE STODDART, and Administrator User. To invite and external user, click on ‘Invite a Person via Email’ … you then get …

… this box that allows you to send the invitation out … this box that allows you to send the invitation out. Enter the external users email address …

… and perhaps change the message, then click on Require the recipient to create an account before they can access this content …

… this ensures that the access to your portfolio is permanent … this ensures that the access to your portfolio is permanent. Then click Invite Person

The invitees email address appears in the permissions area in the middle of the screen above.

Next you need to click Save & Exit at the bottom.

In a few minutes the system will send an email to your invitee In a few minutes the system will send an email to your invitee. You can check that the person has been invited by clicking on Permissions again …

… and then the relevant tab …

… and check that the users email address is in the permissions box in the middle. If not, try to add them again.

The user will then get an email asking them to accept the invitation to access the portfolio. When the user clicks on the link they will get …

… a screen that asks them to login with an existing account, to create an account, or to ignore the invitation. For this example, we’ll assume the user wants to create an account – so on clicking the middle button the external user is presented with …

… a screen that allows them to enter their name and a password … a screen that allows them to enter their name and a password. When these are completed, …

… click on submit …

… and the user will be taken to their external Campus Pack account with the content shared with them listed on the left hand side. Clicking on the content …

… see and comment …

… and edit the portfolio.

The user should bookmark the page …

… so that they can return to it.

If we logout here …

… and perhaps return to our home page …

… via the Bookmark …

… click on the relevant bookmark …

… then via…

Guest or Direct Login …. Enter your username and password …

… Log in …

… and you will be returned to your Campus Pack area where you can access the Portfolio.

To Recap … To invite external participants: Go to the portfolio Permissions Invite external user Enter email address Click require the user to create an account ‘Invite person’ button Save & Exit. User then clicks on link Creates new account Gets access to the portfolio Suggestion: User bookmarks the page for easy return. Here is a recap.