Summary:
Section titled “Summary:”Create a new user/identity for Forte Biosciences employees when centrexIT receives an onboarding form request.
Who is this KB written for?:
Section titled “Who is this KB written for?:”-
Service Delivery
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Customer Satisfaction
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ID Managment
When should this KB be referenced?:
Section titled “When should this KB be referenced?:”- New User Onboarding Request is submitted
Responsibility:
Section titled “Responsibility:”-
Service Delivery
-
vITM
Completion Criteria:
Section titled “Completion Criteria:”- Employee account & identity attributes are created based on the New Hire Onboarding Form requested by the client.
- Access & Licensing limited to the request and this WI.
Records:
Section titled “Records:”-
Identity/Account/Credentials - Client’s M365/AzureAD
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Onboarding Request Details - Client’s Standard Onboarding Form
Requirements:
Section titled “Requirements:”-
1Password > Forte - M365 Global Admin (Primary)
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Until they are under PAX8 management client has a Credit Card on file for adding Business Premium Licenses
Steps:
Section titled “Steps:”- Login to the M365 Admin portal using the Forte’s M365 Admin Account
- Under Users > Click Active users
- Click Add a user
- Put in all the required information for the user account provided on the Onboarding Form
- Frist Name\Last Name\Display Name
- UPN/Username Schema:
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[first_initial][last_name]@fortebiorx.com
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eg: [jdoe@fortebiorx.com]
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Duplicate UPN Schema: [first_initial][middle_initial][last_name]@fortebiorx.com
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eg: [jadoe@fortebiorx.com]
- Follow cIT account provisioning guidelines/best practice for password creation
- Click Next
- Assign appropriate license(s) (Business Premium for standard users)
- Once the account is licensed click Next
- DO NOT grant admin rights or account roles
- Under the Profile info dropdown, enter in the details provided on the Onboarding Form
- Click Next, and review all the setting for the new user account, and verify all requirements are correct
- Once reviewed click Finish adding
- Review the Onboarding form to make sure:
-
Clone User Access: Grant New Hire access to requested resources based on previous user.
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Distribution Lists: If provided
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MS Teams: Add user’s account to any requested groups
- IMPORTANT: If setting up a new device please make sure to force a password change on the user’s account once their credentials are cached to the device and office products are registered.
Process References:
Section titled “Process References:”- Onboarding Form Template attached for reference