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Original Question or Issue: |
When a new user is created from a sharing invite the account being created with 'FULL' access and license type. I want the user to be 'EXTERNAL' so our licenses aren't consumed. |
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Environment: |
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| Steps to Reproduce: |
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| Error or Log Message: | |
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Defect or Enhancement Number: |
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| Cause: |
The "Automatic Account Approval" was set to 1 (Full Access) |
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Resolution or Workaround: |
You can change the Automatic Account Approval setting for creating new accounts to 3 for External Users.
Go to: Admin Portal -> Settings -> Admin -> Automatic Account Approval (set it to 3)
When a share is created for a new external contact, it will be classified and created as an External Account. |
| Notes: |