DMC Procedures for Member Portal Onboarding

Owned by m
Last updated: Feb 10, 2017
7 min read

Operational Steps

Send Member Invitation

In conjunction with the membership team, the DMC has created a wave based onboarding process. Member Organizations will receive the following e-mail when they become eligible for onboading. Invitation e-mail is sent to the organizational point of contact. Subsequent e-mails are sent to the appointed organizational admin, cc-ing the organizational point of contact.


Good Afternoon DMDII Member –

DMDII is pleased to announce your organization is now eligible to access the DMDII Member Portal. The Portal serves as a one-stop communication and collaboration platform within the Digital Manufacturing Commons for DMDII members.

On the portal you’ll find news, discussions, information about DMDII members, and details about the Institute’s projects. The portal lists DMDII updates, milestones, and events in a single location so you never miss an announcement from the Institute or other members. All DMDII member organizations have their own organizational profile and project involvement information.  On the portal’s project page, you’ll find information about ongoing DMDII projects, from news and updates to time lines and events, to help keep you informed about the wide scope of projects underway at DMDII. Additionally, a member directory hosts profiles of participating organizations—including their skills and interests—to help facilitate networking and project teaming between all DMDII members.


Organizational onboarding steps

Organizations can easily set up individual accounts by following these 5 simple steps:

1. Email askdmc@uilabs.org with the following message:

“Appoint [NAME] at [EMAIL] as Organization Administrator for [YOUR ORGANIZATION NAME] on the DMDII Portal.”


2. The Appointed individual from Step 1 must follow the steps outlined on the following page: https://digitalmfgcommons.atlassian.net/wiki/pages/viewpage.action?pageId=83427338 under the Logging In section.


3. Upon completion of steps one and two, the DMC Team will be able to compete the steps below.

    1. DMC Team visits the organization's profile.
    2. Certify there is an existing user matching the appointed company administrator.
    3. Send selected user an e-mail containing instructions and a validation token.

4. The appointed organization administrator received e-mail from DMC and logs onto the portal and under My Account, inputs the supplied validation token.


5. Once Verified, the following  menu items should be available to the user.

a. About Portal

b. My Organization

c. Member Directory

d. Projects Directory


For more detailed information and a Step-by-Step guide to onboarding, please visit our FAQ page: https://digitalmfgcommons.atlassian.net/wiki/display/DMDIIDMC/DMC+Procedures+for+Member+Portal+Onboarding. 


How do I provide Portal access to others in my organization?

Once your Organization Administrator has been established any individual can create an account on the DMC Portal. As new accounts are created, the Organization Administrator will receive a notice of the new arrival and can determine if that new account will be given access to the Portal.


What is an Organization Administrator?

An Organization Administrator has two primary responsibilities. First, Administrators maintain the company profile page. Elements such as the company logo, description, awards received and various other fields are to be populated by the Administrator. Second, the Administrator determines which new users should be allowed access to your organization's resources. Until users are validated by the Administrator they do not gain access to the Members-Only sections of the Portal.


Detailed instructions on how to perform these actions can be found in the FAQ: https://digitalmfgcommons.atlassian.net/wiki/display/DMDIIDMC/DMC+Procedures+for+Member+Portal+Onboarding. 


If you have any questions, please do not hesitate to contact askdmc@uilabs.org.


Best,

Invitation E-mail Confirmation

Once organization responds with appointment of company admin, the DMC will send the following e-mail confirmation out.


Hello DMDII Member,


We have received your appointment of _____ as organizational admin. Please ensure that the following steps will be followed to complete the onboarding process:

1. Email askdmc@uilabs.org with the following message:

“Appoint [NAME] at [EMAIL] as Organization Administrator for [YOUR ORGANIZATION NAME] on the DMDII Portal.”


2. The Appointed individual from Step 1 must:

    1. Visit portal.opendmc.org
    2. Click login
    3. Select one of the identity providers on the list. We are working to expand the list of organization with whom we are federating.
      1. If your organization is not on the list, you may choose Google
      2. Or choose UI LABS Guest Idp to create and account.
      3. Follow the prompts to create an account.
    4. Once redirected back to the DMC, follow the prompts:
      1. Input your name
      2. Fill in your organizational e-mail
      3. Find your organization from the auto-complete list
    5. Accept the terms and conditions.
    6. Once complete you’ll have access to the following menu items across the top of your screen:
      1. About Portal - This section informs you about portal features.
      2. My Organization - This is where you can view your organization's profile, as well as verified and unverified team members.


3. Upon completion of steps one and two, the DMC Team will be able to compete the steps below.

    1. DMC Team visits the organization's profile.
    2. Certify there is an existing user matching the appointed company administrator.
    3. Send selected user an e-mail containing instructions and a validation token.

4. Appointed organization administrator received e-mail  from DMC and logs onto the portal and under My Account, inputs the supplied validation token.


5. Once Verified, the following  menu items should be available to the user.

a. About Portal

b. My Organization

c. Member Directory

d. Projects Directory


For more detailed information and a Step-by-Step guide to onboarding, please visit our FAQ page: https://digitalmfgcommons.atlassian.net/wiki/display/DMDIIDMC/DMC+Procedures+for+Member+Portal+Onboarding. 


How do I provide Portal access to others in my organization?

Once your Organization Administrator has been established any individual can create an account on the DMC Portal. As new accounts are created, the Organization Administrator will receive a notice of the new arrival and can determine if that new account will be given access to the Portal.


What is an Organization Administrator?

An Organization Administrator has two primary responsibilities. First, Administrators maintain the company profile page. Elements such as the company logo, description, awards received and various other fields are to be populated by the Administrator. Second, the Administrator determines which new users should be allowed access to your organization's resources. Until users are validated by the Administrator they do not gain access to the Members-Only sections of the Portal.


Detailed instructions on how to perform these actions can be found in the FAQ: https://digitalmfgcommons.atlassian.net/wiki/display/DMDIIDMC/Member+Portal+Administrators. 


If you have any questions, please do not hesitate to contact us at askdmc@uilabs.org.


Best,


Sending Validation Token

DMC personnel will visit the organizations profile and verify that a user exists matching the characteristics of the appointed organization admin.

  1. Verify the user exists
  2. Generate validation token
  3. Send token to appointed organization admin in e-mail with next steps

Hello,

Your application for on boarding onto the DMDII member Portal hosted on the Digital Manufacturing Commons has been approved.
Follow the instructions below to finalize the onboarding process.
  1. Log on to portal.opendmc.org
  2. Click on your user name in the upper right corner under My Account
  3. Make sure your First Name, Last Name, and e-mail are correct as you will lose the ability to edit these once your account is verified.
    1. You can change your display name at any time though at this moment it is recommended that you set this as your full name, as this will be the name other users will see on your profile.
  4. Input the token provided below in the Validation Token field and press Verify
                 87654345678987654--verification code
  5. You can now confirm your account as validated by the “validated” status next to account basics as well as by the inability to edit you organization field
  6. Return to the About Portal page
  7. New menu items available
a. About Portal
b. My Organization
c. Member Directory
d. DMDII Projects

Find more information or help on our wiki https://digitalmfgcommons.atlassian.net/wiki/display/DMDIIDMC/Member+Portal+FAQsOr reach our help desk at askdmc@uilabs.org

Thank You,
DMC


Confirm Organization Onboarding is Complete

Visit organization profile and ensure that the appoint user is now a verified organizational member.Ticket in ticket system is closed.