External accounts are stored separately in the ATLAS organisation, with a full register of profiles and enrolments available to organisation managers to search.

Enable centre-based accounts

By default, only personal external accounts are available, with centre-based external accounts disabled on an installation. Global administrators can enable this option, if required.

To activate:

1. From the Pebble+ burger menu, choose Additional service > Administration.
2. Click the Settings tab.
3. Scroll to the Features panel.
4. Tick Allow the creation of external centre accounts.
5. Scroll to the bottom and click Update.

Read more about PebblePad for externals.

Create an external account

An external account can be created by an organisation manager at the organisation level in ATLAS.

To create:

1. From the ATLAS dashboard, click the Manage [installation] button.
   
   
   
2. Click the Externals tab.
3. Click Create an external.
   
   
   
4. (if enabled) Choose a standard or centre-based account and click Continue.
5. Complete the form details and click Save.
6. An auto-generated password is emailed to the user to set-up their account.

Once created, an account becomes available to be:

• enrolled into a workspace
• have a learner share work (workspace settings apply)

Also, where permitted, a workspace manager can create an external user account from within a workspace. This process will collectively:

• create the external account (single or in bulk)
• enrol the account to the workspace.

View all external accounts

The external account register in the ATLAS organisation provides an overview of all accounts, showing the:

• account name
• email address
• workspace enrolment 
• individual or centre-based status

To view:

1. From the ATLAS dashboard, click the Manage [installation] button.
2. Click the Externals tab.

View account enrolment

An external account's profile will show the details of any workspaces it is enrolled to, in any region on the PebblePad.

To view:

1. Type the account name into the search to filter the list.
2. Click View profile.
3. Their workspace enrolments are listed.
4. Click a workspace title to go to the workspace.

An external user can merge accounts from multiple PebblePad installations. An ATLAS organisation manager will only see enrolments from their installation, not all installations.

Edit account profile

An external account can have its any of its details modified:

• first name
• surname
• account notes
• email address

A personal external account cannot be changed to a centre-based account, or vice-versa.

To edit:

1. Type the account name into the search to filter the list.
2. Click View profile.
3. Click Edit.
4. Type any changes into the text fields.
5. Click Save.

Changing an account's email address will notify the user and prompt them to reset their password.

Reset password

It is advisable for an external account holder to reset their own password, but where necessary an ATLAS organisation manager can intervene to support.

To reset:

1. From the ATLAS dashboard, click the Manage [installation] button.
2. Click the Externals tab.
3. Find the account in the list and click View profile.
4. Click Reset password.
   
   
5. Type and confirm a new password into the fields.
6. Tick the confirmation and click Continue.

The password is not emailed to the external user. You must provide it to them separately.

Delete external account

Removing (unenrolling) an account from a workspace will not delete the overall account. Instead, it remains in the organisation external account register.

An external account should only be deleted when the user will no longer require use of it, or ongoing access needs to be stopped.

To delete:

1. From the ATLAS dashboard, click the Manage [installation] button.
2. Click the Externals tab.
3. Tick to select one (or more) accounts from the register list.
4. Click Delete selected external(s).
5. Read and tick the confirmation, and click Continue.