Adding Contact to AD

Adding a contact to Active Directory (AD) involves creating a guest user account within the AD system. This process enables the contact to access specified resources and collaborate with internal users, even if they're external to the organization. By adding contacts as guest users, organizations can extend collaboration capabilities while maintaining security and access controls.

Navigate to Contacts > Contacts > New

Contact Form

After the successful creation of the contact, the individual will receive the following invitation in their email inbox.

After accepting the invite, a guest user will be created in the Active Directory.

After a few minutes of accepting the invite, the user can successfully log in to the CSM portal.