Membership Options

As a portal manager, you can limit access to a portal by invitation only, or allow users to join themselves, without an invitation, through self-service.

Additionally, you may allow users to join a portal or change their portal membership without approval, or require approval for certain roles. When membership requests require approval, new members do not automatically gain access when they subscribe to a portal. Instead, the portal manager receives a subscription notification to accept or reject.

To manage self-service for a portal:

1. Under Invite Options, select Enable Invite Portals Users to allow portal managers (or members with Manage Membership permission) to invite other WebCenter Portal users to join the portal. Deselect this option to disallow invitations to join the portal.

   Tip:

   The Enable Invite Portals Users check box displays only when WebCenter Portal workflows are configured.

2. Under Membership Self-Service:

   • To prevent non-members from joining the portal through self-service or requesting changes to their current membership, select Do Not Allow Self-Service Membership or Self-Service Membership Change.

   • To allow non-members to join a portal and members to request changes to their current membership, select Allow Self-Service Membership or Self-Service Membership Change (All Roles Available).

     Note:

     If you select this option, make sure that the portal is discoverable so that other people can see the portal on their Portals page and through searches .

     When you select this option:

     • Any WebCenter Portal user can join the portal.

     • After joining the portal, members can change their roles in the portal, or cancel their membership

     If a portal manager is required to approve before the request is granted, select Portal Manager Approval Required.

     Tip:

     The Portal Manager Approval Required check box displays only when WebCenter Portal workflows are configured.

   • To specify which roles users see on Request Membership and Change Membership pages, select Allow Self-Service Membership or Self-Service Membership Change (Selected Roles Available) to display a table showing all the roles available.

     • Select Enable to offer the role on the Request Membership and Change Membership pages. Deselect Enable to hide a role.

     • Select Approval Required to specify that portal manager approval is required before the request is granted. The request is sent to the portal manager's worklist (if a SOA connection to Oracle BPM Worklist is configured) to approve or reject (if the portal has multiple managers, all managers receive the request; only one manager is required to process the request). Deselect Approval Required to allow the change without portal manager’s approval.

       Tip:

       The Approval Required check box displays only when WebCenter Portal workflows are configured.

3. Click Save.

When you add or invite someone to your portal, they receive a message through the Mail service (if configured) and through their worklist (if the SOA connection to Oracle BPM Worklist is configured). Before you start recruiting new members, take some time to compose suitable greetings and messages for the following scenarios:

• Adding an existing user as a member of your portal.

• Inviting an existing user to join your portal.

• Inviting someone to register with WebCenter Portal and join your portal.

To compose messages sent out to new members:

1. Under Membership Notification Messages, enter messages in the appropriate sections:

   • Add Member Message - Enter a short message to include in membership notifications. Use the message text to welcome new members and introduce your portal.

   • Invite Member Message - Enter a short message to include in membership invitations to users who are registered with WebCenter Portal. Use the message text to describe the portal and how it might be of use to them. Membership invitations display in a user's worklist (if the SOA server is configured to use Oracle BPM Worklist) and the invitation includes an Accept button that the invited party must click to accept the membership invitation. If the SOA server is configured to send worklist notifications by mail, invited users receive the notification in both their Oracle BPM Worklist and mail.

     Tip:

     This section displays only when WebCenter Portal workflows and SOA server are configured.

   • Invite Non-Registered Users Message - Enter a short message to include in membership invitations to people who are not registered WebCenter Portal users. Use the message text to describe the portal and how it might be of use to them. Membership invitations are sent by mail using the Mail service. The invitation includes a secure URL that the invited party must click to accept the membership invitation. Unregistered users will then be prompted to register with WebCenter Portal before gaining access to your portal.

2. Click Save.