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When we receive a request for a User Creation for TS here are the following steps:

NB1 : Reuse desactivated users in priority

NB2 : Do user creation first in DEV or TEST, then in PROD during a weekly/monthly release


1

Create the user using the right User Type (Global Planner should be only for users that will run calculations)

  • What is the scope needed for the user ?
  • Is this user will replace an existing user?

Yes: Who ? Can we deactivate the old one ? When ?

Create the user as follows: 

> The user Name : Windows ID 

> The Description: <GBU> / <Role> / <Country> / <Last_name> <First_name>  (refer to DSCP - Descriptions & Roles and also add the new user to this file)

Image Added GBU  - Name Last Name - Role  


> User properties : Collaborator  


2

Associate the user to the right user(s) group(s)

For Buyer, create a specific user group for the user 

Duplicate an existing user group and update name + user’s list :

For an buyer, Associate his/her user to his own user group

3

Add a new line in the Master Table Buyer  

> Create a condition for the new buyer (duplicate another one, change and change the name and Windows IDRemember to check the box) :

    • Condition type : User input value 
    • Parent master table: Buyer

>Update the advanced security for the Master Table buyer :

>Update the advanced security for the Master Table SKU :

> Update the security for Workspaces to give access to the user

Go to shared workspaces → TS – PURCHASING WORKSPACE, right click and go to security

> Update the security for the user model U01 - TS 

> Inform the user and tell him to contact Mario Bruins for the DFUs SKUs assignment.

4

Add the new user to

Dynasys DIP1

the DynaSys DiP1 user group

We use these groups in order to make announcements and to communicate. Therefore, by adding them to this group, they will receive information related to

DIP1.

DiP1.

**** Since PO2 D1 this step has to be done by SCO team ****

**** Ask Laure Pichot-Plasse to add (or remove member) from SCo-$DynasysUsersDiP1 ****

> Go to your Google applications and look for "Groups"

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> Search the group related to

Dynasys DIP1

DynaSys DiP1 users and click on the logo "Add members"

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> Input the new user's email and write a welcome message and make sure subscription = "each email", then press "Add members", down the screen

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User is now in the Dynasys communication group

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