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Objective and Scope

Table of Contents

The purpose of this Section is to provide a step by step procedure for User Configuration in the iCare CRM application, in compliance with Solvay Information Security Policies.

This procedure applies to:

  • iCare CRM Salesforce.com IS Solution
  • All iCare CRM end Users and their GBU User Responsible
  • IT users: both Solvay internal employees working for IS and external IT subcontractors


User Creation Principles

  • New User: a new user is when there is no user Account (Active or Inactive) for that user’s email address.



0

Confirm that Freshdesk Ticket is for New User Creation and that it contains the User Creation form attached and it's filled in properly (in particular, user to replace/user to clone)

Analyse if Request has been requested and approved by the Manager or a colleague of the users to provide an access, on behalf of the Manager.

If the request is coming from the user's manager or colleague with all necessary information, then proceed to User Creation Procedure. No need to ask for validation.

If request is for a non-SPP user (External, Contractor, Trainee...) please send a Freshdesk note to Sarah Chattin to ask confirmation.

The creation form tells you if it is a non-SPP user (cf. "End of Contract date").


User Creation Procedure


1



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

Start User Creation:

Go to Setup → Manage User → Users → Click ‘New User’ button


3

According to the user template received, fill in the ‘User General Information’ section:
3.1

Make Sure that the username has the correct termination :

  • For PROD: email address.spp
  • For UAT email address.spp.uat
  • Title
  • Company = SOLVAY SPECIALTY POLYMERS or Composite Materials depending on what has been filled-in in the form.

/!\ Picture not updated


3.2

Fill in:

3.3

If available, fill in the following contact information

4

Fill in the Mailing Address section

The Mailing address is the one of the Solvay Site; It is indicated in the form.

If not provided at user template, you can use a reference user working in the site

 

5

In Additionnal Information section


6

In HR Data Section

7

Fill in the Locale Settings section according to the working Country in user template received (Assign using Corresponding Table)

Sources for

8


Fill in the Approver Settings section

9

Click ‘Save’ without ticking this box.

It is not needed anymore as the SSO is enabled.


Provide the link to connect to user: https://solvay-spp-crm.lightning.force.com/


UAT link : https://solvay-spp-crm--uat.lightning.force.com/

10

Identify if additional Permission Sets/Public Goups/Other Considerations are required (Reference : User to clone)

Each iCare user need to be assigned to the Pardot Permission set (not the lightning one !) 

11Assignment of Gridbuddy Package (Upon request, only in Production Environment) : Eligible Profiles
11.1

Once the new user is created, you need to make sure he/she get access to the Package

To assign the new user to 2 packages above, Go to:

 Setup > Build > Develop > Installed Packages

11.2

For each package press ‘Manage Licenses’.

Note: This step could be also done from the user page after saving or for further checking purposes.


11.3Then press ‘Add Users’:

11.4

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’.



Authorizations & Roles

Author(s)VerificationApproval

Inès Somatri

 (Support Coordinator)

Dina Mendes

 IS CRM Analyst

Julien Gasqueton

 (SF Security Lead)

dd/mm/yyyy
dd/mm/yyyy01/06/2021


Version Control

VersionDateDescription
0120/02/2018Final Document
0217/10/2019

Deletion of territory management + update of the user creation form

0301/06/2021Update after SSO implementation