SAP - User Creation

The SAP - User Creation request enables you to create new users. Only one user may be created at a time. Once a new user is created, the new user password is sent to the following Infor Risk & Compliance accounts. This request can also be used to create users in CUA managed clients.

• The new user account
• The requestor of the new user account

To create a User Creation type of request,

1. Provide details on the following panels
   • General Information: Use this panel to provide the following general information about the request.
     • Request Name: Provide a unique name to identify the request .
     • Request Priority: From the drop-down list, select a priority for the request .
     • Connection: Select the connection for which the request is to be created. You can set this connection as default from the Preferences page. All users from this connection are available for new role assignment through this request. To select a connection, type in a part of the connection name. All connections matching your search criteria are displayed. Select the required connection. Alternatively, browse and select the required connection and click OK.
       Note: In case of secured connections, users signed into Infor Risk & Compliance can view and use only those connections that they have access to.
     • New User ID : Specify an unique ID for the new user account. A pop-up assistance is displayed below this field that displays the conditions to define the new user ID. Specify the new user ID according to the conditions displayed in the pop-up assistance.
     • Last Name: Provide the user's last name
     • First Name: Provide the user's first name
     • Valid From: Provide a date from when the user is valid. Click the Calendar icon to select a date from the calendar or leave as Date of Approval.
     • Valid Through: Provide a date till when the user is valid. Click the Calendar icon to select the expiry date for the user or leave as Never Expires.
       Note: The Valid Through date must always be either the current date or a future date for the request to be submitted .
     • Approval Manager: Select the name of the Infor Risk & Compliance user who will be an approver for the this request if the user's manager is unable to approve the request. For example, if the approval template has Manager of User as the approver at one or more stages but the manager is out of office
       Note: The Approval Manager field will be enabled only if the option 'Allow user to redirect request' is selected on the Access Management section on the Configuration page.
       To select an Approval Manager, type in a part of the user name. All users from the selected connection that match your search criteria are displayed. Alternatively, browse and select the desired user and click OK .
     • Assign Roles as this user: Specify the name of the user whose roles you want to assign to this new user. To select a user, type in a part of the user name in the autosuggest text box. All users matching the search criteria will be displayed. Select the required user. Alternatively, click the Browse icon to browse for and select the desired user and click OK. The selected user appears in the Assign Roles as this User field.
       Note: You can configure the WhatIfSettings.xml file to enable or disable this functionality. By default, this functionality is enabled.
     • Additional User Attributes: Select additional user attributes if required and provide values for them. User attributes can be configured for all connections in which the user is present and should be enabled through the additionaluserattributes.xml file so that they are displayed on the request creation page. For details , see the respective Configuration Settings Guide.
       Note: Any additional user attributes added cannot be connected and cannot write back to SAP .
   • New roles to be assigned: This panel enables you to assign roles to this user. All the roles present in the selected connections as well as the roles assigned to the user selected in the Assign Roles as this user field are available for selection.

     Click the look up option on the Roles field. Select one of these options to assign new roles:

     • Role Name and Description
     • Roles with Authorization
     • Roles with Transaction
     • Roles assigned to User
       Note: You can configure the WhatIfSettings.xml file to enable or disable this functionality. By default, this functionality is enabled.
     • Roles by Functional Areas
     Type in part of the role name. All roles from the selected connection and matching the search criteria are displayed. Select the required role name. Alternatively, browse for the required role . The newly selected role is displayed below and marked with an icon.

     Import Roles : If you wish to select multiple roles, you have the option of importing these roles through a CSV file.

   • More Details
     • Comments: Provide additional information about the request through comments. Comments are mandatory if the Infor Risk & Compliance option check box on the Access Management section of the Configuration page is selected.
     • E-mail settings: This tab enables you to send email notifications to request participants or other users at specific stages of a request.
       1. Select any of the request status check boxes next to a user. Email notifications will be sent to that user when the request reaches that status. The option Approval Email Notification ensures that a user is notified whenever a request is posted to that user's inbox.
       2. Select the check box Display comments in email notifications, if you want the application to display comments in the notification.
       3. Other users can be notified by selecting the option Others. Provide the email address for the other users in the Other emails text box and click the Add icon.
       Note: Email settings are enabled and may be changed only if the check box Override this Option is selected in the Options panel of the Approval Process Template page.
     • Approval Stages : This panel provides details of the approval stages of the request and its present status .
2. Click Send. The request is sent to the specified approvers and is displayed on the Requests home page. Click the request link to view the request details and take further action.

A User Creation request can also be generated from the What-if analysis for User Creation.