Hi Ulises,
Yes - we check twice for existing users from SSO. First, we check existing email address. Then we check a combination of username, first, and last. If either of those match, a new user should not be created from my understanding.
If you want to update users to a new email domain, these are the steps to prepare existing users in the system.
- Get Promaster permissions or have a Promaster perform
- Export the list of users from the Process Manager tenant
- Update the email address column with the new email address for each user
- Import this list back into Process Manager
- Check the import has worked, confirm the number of updated users, ensure new ones have not been created if not desired and double check a sample of users to confirm the background processing has finished updating the email addresses
- Export the user list again
- Update the UserName / Log-on field with the updated log-on
- Import this list back into Process Manager
- Check the import has worked, confirm the number of updated users, ensure new ones have not been created if not desired and double check a sample of users to confirm the background processing has finished updating the email addresses
This should then complete the update to the usernames and email addresses for each user in Process Manager and allow them to connect to the SSO as well. This process should not take very long to execute when you are ready.
Hi Brett and thank you for your response and apologies for late acknowledgement. I will then follow these instructions.
Regards,
Ulises