User Setup

Modified on Sat, Aug 31, 2024 at 5:27 PM

This article describes the procedure Cybertronics follows, to setup user access under your company account. This ensures users can perform their responsibilities, under your company systems.


Solution:


Once company management submits the provided User Setup Request form, the following will be performed:

  1. A user account in Microsoft 365 is created with the user details provided
    • The user is assigned to the appropriate Microsoft 365 group(s), shared mailbox(es), and distribution group(s). (If specified in the user setup request submission)
    • The user is assigned to a reporting manager
    • The company email signature template is loaded into the user account (Applicable to company users only)
  2. ***Create a user account in ADDS and assign the user to all applicable user security group(s) (Applicable to company users only)
  3. A phone extension is assigned to the user and a voicemail reset is performed (If specified in the user setup request submission and applicable to company users only)
  4. A VPN configuration setup is provided for remote access (If specified in the user setup request submission. Applicable to remote users.)
  5. A website user account is created on the company site, with the user role as Staff (If specified in the user setup request submission)
  6. [Addon] Create a user account in the company CRM or EMR system (Applicable to company users only)
  7. A notification is provided directly to the user with their login credentials (If specified in the user setup request submission)
  8. A notification is provided with the generated user data, via the support ticket, to the requester, informing them of ticket resolution.


Reference:


The username and email address is determined by your company account naming schema. Contact us if you have questions on this.


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