How people manage adding users to roles in Promapp. We are using ADFS, so the user isn't created until they login the first time. So from that point, how do you identify that they are there, which roles they should be in Promapp and then get them added, and who should champion this?
Solved
Managing roles with SSO in Promapp
- Nintex Employee
Best answer by Deanec
Create a process to maintain adding new users to the system. Get added to the notification email sent by HR when someone starts or leaves. Compile these and add/remove them to Promapp immediately or add/remove them in bulk at a later date.
- Nintex Employee
We have a special excel spreadsheet which we use to manage users in Promapp. It basically looks at data from our HR system, compares them to Promapp User and Role Reports, and identifies: Roles to add, Role changes, and users to disable. One of our Promasters is required to do this report on a weekly basis, and on average takes one hour.
It may be easiest to have someone in HR who handles employee counts added to the site as a Promaster, so they can do this weekly.
- Nintex Employee
- Answer
Create a process to maintain adding new users to the system. Get added to the notification email sent by HR when someone starts or leaves. Compile these and add/remove them to Promapp immediately or add/remove them in bulk at a later date.
Are you willing to share this spreadsheet? This is my road block in transferring the data from HR so that it makes sense for a promapp upload.
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