• IdM Configuration
  • Show “Externs management” feature in HUB
  • Turn on approval of externs created from HUB
• Externs management
  • Create an extern
  • Update an extern
  • Deactivate/activate an extern
  • Delete an extern

Users with permission to create identities will see “Externs management” feature in HUB, but it’s required to set up other permissions, to see and update all fields in form projection and to delete and activate/deactivate users.

1. Create role for externs manager. E.g. externs-manager
2. Set permissions for externs-manager. Which evaluator you will use is up to your requirements. Other permissions might be required based on your requirements (e.g. to show a code list)

Now every user with externs-manager role should see and be able to use “Externs management” feature in HUB

1. Go to externs management by clicking on “Management of externs” in navigation menu
   
2. On the top right corner, under your name, click on “Add extern” button. If you don't see this button, you probably don't have permissions to create externs or there isn't any Form Projection created in IdM.
   
3. You should see a form to create an extern. If you can create more than one type of extern, you’ll see a dropdown with available options. Selecting one of these options will take you to the proper form. Every form looks different, depending on your environment configuration.
   
4. Fill the form and submit it by clicking on the “Save extern” button. Notifications will inform you about the status.

1. Go to externs management by clicking on “Management of externs” in navigation menu
   
2. Here you will see a table with available externs. You can search and sort this table to find an extern you want to edit. If the table is empty, the reason might be there isn't any extern in the system or you don't have permission to see externs.
   
3. Click on the row with the extern you want to edit. It will take you to the extern’s details.
   
4. In the extern’s detail, click on the “Edit” button. If you don’t see this button, you might not have permission to edit this user or the user is Disabled or waiting for approval.
5. Edit values you want to change and click on the “Save extern” button to save changes, or the “Cancel” button to quit edit mode and cancel any non saved changes.

1. Go to externs management by clicking on “Management of externs” in navigation menu
   
2. Here you will see a table with available externs. You can search and sort this table to find an extern you want to edit. If the table is empty, the reason might be there isn't any extern in the system or you don't have permission to see externs.
   
3. Click on the row with the extern you want to edit. It will take you to the extern’s details.
   
4. In the extern’s detail, click on the “Deactivate” or “Activate” button. If you don’t see this button, you might not have permission to edit this user, or the user is waiting for approval.

1. Go to externs management by clicking on “Management of externs” in navigation menu
   
2. Here you will see a table with available externs. You can search and sort this table to find an extern you want to edit. If the table is empty, the reason might be there isn't any extern in the system or you don't have permission to see externs.
   
3. Click on the row with the extern you want to edit. It will take you to the extern’s details.
   
4. In the extern’s detail, click on the “Delete extern” button. You will be asked if you’re sure you want to delete the extern. After confirming, extern will be deleted and you will be informed about it in notification. If you don’t see the “Delete extern” button, you might not have permission to edit this user, or the user is waiting for approval.