Hi Team,
Currently in Creatio in Order to create the system user with correct roles there is two step process :
1. Create the Contact
2. Create the System user and assign the role
Is there any possibility that we can make it a one step process because for our customers the system is new and they want it to be a one step process.
Is it possible to make it a one step process ? Any custom solution ? Does LDAP Synchronization provide any help in this matter?
Regards !
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Hello,
Due to system logic there is no tool which would allow to simplify the user creation inside of Creatio.
However, you can import and sync your users with LDAP:
https://academy.creatio.com/docs/user/setup_and_administration/user_and…
Or if you use SSO, you can set up JIT provisioning:
https://academy.creatio.com/docs/user/setup_and_administration/user_and…
If none of the proposed options are suitable for you you still can import contacts with an excel and create system users after that in order to simplify task a bit.
Kind regards,
Roman