Create an external resource

Use the following procedure to create an external resource.

Navigate to Resources > External resources.
Click New.
The New external resource dialog box is displayed.
The system populates few properties with default values. You can change the values for those properties to suit your configuration.
Configure the properties of an external resource. See Properties of an external resource.
Click Save.

Properties of an external resource

Use the following tabs to configure the properties of an external resource.

General

Full name	The display name for the resource.
Password	The password for the resource for accessing the system. If a password format is specified, the password should adhere to the specified format. For example, a password may require a minimum of 8 characters that include at least 1 alphabet, 1 numeric, and 1 special character. On Windows, the Microsoft Virtual keyboard is disabled when using a text box in password mode.
Confirm password	Password confirmation.
Email address	Email address of the resource. If you create a resource without an active email ID, and if the Unique Email Enforcement option is selected in the System Settings module, an error occurs.
Phone number	The contact number of the resource. A phone number cannot have more than 30 characters.
Category	The category to which the resource belongs. By default, a new resource is assigned to the working category.

Account

Configure properties to enforce security for an external resource account in the same way as you would do for an individual resource. See Properties of an individual resource - Account.

Membership

Associate a persona relevant to the external resource's requirement. See Personas for more information.

How to: Maintain an external resource