<div class="gfmr-markdown-container"><div class="gfmr-markdown-source" style="display: none;"># User Onboarding Checklist These steps should ensure a good user experience for users that are new to the PDC. The intended audience is PDC administrators. ## In the PDC Keycloak (PDC Realm) These steps require membership in the `pdc-admin` group. Visit https://auth.philanthropydatacommons.org/admin/pdc/console/#/pdc/users – [ ] Click "Add user" – [ ] Enter the user's email address – [ ] Enter the user's first and last names – [ ] Click "Create" – [ ] Click the "Credentials" tab on the newly created user – [ ] Click "Credential Reset" – [ ] Add the following "Reset action"s: – [ ] Configure OTP – [ ] Update Password – [ ] Update mobile number – [ ] Click "Send Email" – [ ] Ask the user to click the link from the email – [ ] Provide the user with links to PDC apps ## Add an organization if needed Do [organization onboarding](../organization_onboarding_checklist) as needed. ## In the PDC Keycloak (Keycloak Realm) Join the newly created user to an organization. These steps require PDC realm administrative access (from the Keycloak realm). Use https://auth.philanthropydatacommons.org/admin/master/console/#/pdc/ here. – [ ] Click "Organizations" – [ ] Click on the new user's organization – [ ] Click "Members" – [ ] Click "Add member" – [ ] Click "Add realm user" – [ ] Check the new user – [ ] Click "Add" </div><div class="gfmr-markdown-rendered" data-mermaid-bg-color="transparent" data-shiki-theme="github-dark"><h1>User Onboarding Checklist</h1> <p>These steps should ensure a good user experience for users that are new to the<br> PDC. The intended audience is PDC administrators.</p> <h2>In the PDC Keycloak (PDC Realm)</h2> <p>These steps require membership in the <code>pdc-admin</code> group.</p> <p>Visit <a href="https://auth.philanthropydatacommons.org/admin/pdc/console/#/pdc/users">https://auth.philanthropydatacommons.org/admin/pdc/console/#/pdc/users</a></p> <ul> <li>[ ] Click “Add user” <ul> <li>[ ] Enter the user’s email address</li> <li>[ ] Enter the user’s first and last names</li> <li>[ ] Click “Create”</li> </ul> </li> <li>[ ] Click the “Credentials” tab on the newly created user <ul> <li>[ ] Click “Credential Reset”</li> <li>[ ] Add the following "Reset action"s: <ul> <li>[ ] Configure OTP</li> <li>[ ] Update Password</li> <li>[ ] Update mobile number</li> </ul> </li> <li>[ ] Click “Send Email”</li> </ul> </li> <li>[ ] Ask the user to click the link from the email</li> <li>[ ] Provide the user with links to PDC apps</li> </ul> <h2>Add an organization if needed</h2> <p>Do <a href="../organization_onboarding_checklist">organization onboarding</a> as needed.</p> <h2>In the PDC Keycloak (Keycloak Realm)</h2> <p>Join the newly created user to an organization.</p> <p>These steps require PDC realm administrative access (from the Keycloak realm).</p> <p>Use <a href="https://auth.philanthropydatacommons.org/admin/master/console/#/pdc/">https://auth.philanthropydatacommons.org/admin/master/console/#/pdc/</a> here.</p> <ul> <li>[ ] Click “Organizations”</li> <li>[ ] Click on the new user’s organization</li> <li>[ ] Click “Members”</li> <li>[ ] Click “Add member”</li> <li>[ ] Click “Add realm user” <ul> <li>[ ] Check the new user</li> <li>[ ] Click “Add”</li> </ul> </li> </ul> </div></div>