SPP - User Creation

Objective and Scope

1 ok	Validate that it is a New User creation request: a new user is when there is no user Account (Active or Inactive) for that user’s email address → Use Salesforce Global search to confirm.
2 ok	Start User Creation: Go to Setup → Manage User → Users → Click ‘New User’ button
3 ok	According to the user template received, fill in the ‘User General Information’ section:
3.1 ok	Make Sure that the username has the correct termination : For PROD: email address. For UAT email address.uat
3.2 ok	Title
3.3 ok	Key Information : user to clone / to Replace
4.2 ok	Fill in: Role: the same as "User to clone" (in form) Profile: the same as "User to clone" (in form) Check the Box: Force.com Flow User Check the Box: Salesforce1 User
4.3 ok	If available, fill in the following contact information
5	Fill in the Mailing Address section The Mailing address is the one of the Solvay Site, ded if not provided at user template, you can use a reference user working in the site
6	Update the Comment field following the below format: Date / Action / Agent / Ticket number
7	Fill in the User Organization Information (for Reporting) section: HR GBU/Function: GBU where user belongs on HR point of view Organizational Role: Role inside CRM Application Interface Key: PC windows ID
8	Fill in the Additional SF Access Settings section: GBU =Default GBU / Commercial Roadmap BU = if needed, you can specify the User BU. Transactional Pricing Tool Role = will define the role that user will have at pvelocity tool Multi-GBU Access: Insert GBU Names which User has access to.
9	Fill in the fields in the Qlikview section:
10	Fill in the Access End Date in the Additional User Information section:
11	Fill in the Locale Settings section according to the user template received
12	Fill in the Approver Settings section
13	Uncheck the following box and click ‘Save’
14	Use the CORE CRM Access Matrix to identify if additional Permission Sets/Public Goups/Other Considerations are required (please note that Access Matrix is a working document) How to add a Permission Set How to add a Public Group
15	Assignment of iTools Packages (Only in Production Environment)
15.1	Once the new user is created, you need to make sure he/she get access to the Packages: iTools Configuration Manager iTools Customizable Account Hierarchy These two packages enable the user to Access the Corporate Account Hierarchy view. To assign the new user to 2 packages above, Go to: Setup > Build > Develop > Installed Packages
15.2	For each package press ‘Manage Licenses’. Note: This step could be also done from the user page after saving or for further checking purposes.
15.3	Then press ‘Add Users’:
15.4	Select the user you have just created. When you select a user, he is added in the second part of the screen. So click on ‘Add’.
16	Add Users to Chatter Groups:
16.1	Add the user to the following chatter group : ONE Solvay CRM To proceed: open the chatter group click on "Add/Remove members" use the lookup field to find the user click on Add PS: it concerns only Community & End users, in Production
16.2	Add the user to the following chatter group : CRM Tips & Tricks To proceed: open the chatter group click on "Add/Remove members" use the lookup field to find the user click on Add PS: it concerns only Community & End users, in Production
17	Log in the Global CRM UAT Environment and repeat all the required previous steps from step 1 to step 14