Staff Account Creation
Section titled “Staff Account Creation”Active Directory
Section titled “ Active Directory”1. Open Active Directory
2. Select the correct OU (for this example we will use the Users-Test OU & a Test Username)
a. Most users will be under Users – Staff
b. Some will be under Users – Inters and Volunteers
3. Copy the user account template
a. This is in Users – Staff and called – User Template
b. For interns and volunteers, you’d copy the -I&V Template Vista
4. The user logon name will be in this format
i. First initial Last name: “tuser”
5. Select Next
6. Input R0$3bUd! as the password
7. Select Next
8. Select Finish
a. Please note that for this WI we are going to move the user to the Users -Test OU but with the copying of template, user will automatically get added to the Users – Staff OU
9. Double click on the account you created
10. Go to Account and confirm User Login name is set with @nclifeline.org
11. Go back to General tab and Input the office location in both “office” and “address” tab
a. Vista Campus
i. 200 Michigan Ave Vista, CA 92084
b. Coast Office
i. 707 Oceanside Blvd. Oceanside, CA 92054
c. San Marcos Office
i. 334 Via Vera Cruz Suite #152, San Marcos, CA 92078
d. Murphy Canyon
i. 3890 Murphy Canyon Rd. Suite #250, San Diego, Ca 92123
e. HHSA Coast
i. 3708 Ocean Ranch Blvd. 3rd Floor #3175, Oceanside, CA 92056
f. Chavez
i. 605 San Diego St, Oceanside, CA 92058
g. La Esquelita
i. 1210 Division St. Oceanside, CA 92054
h. La Casita
i. 402 Brooks St, Oceanside, CA 92054
i. Calle Jules APT
i. 1370 Calle Jules #116, Vista, CA 92084
12. Under Organization input their job title, department, and company
13. Under Member Of add the security groups listed in the New User IT Spec Form
14. Utilize the “Extension Inventory” to assign them a phone number and input the number under the following:
a. General Tab
b. Phone tab under IP Phone
15. Select Apply and then OK
16. Extension Inventory is located at: Extension Inventory.xlsx
This next step involves going into HD-01 to update the Extension Inventory sheet.
To do that:
- Utilize the “Extension Inventory” to assign them a phone number and input the number under the following:
- General Tab under Telephone number
- Telephones tab under IP Phone
15. Select Apply and then OK
16. Extension Inventory is located at: Extension Inventory.xlsx
1. Log in to M365
a. https://admin.microsoft.com/
b. Use credentials in PasswordState for M365 admin & click Next
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2. Locate the account you created and open the settings
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3. Under Licenses and apps tab, add a Microsoft 365 Business Premium License to the new user and hit save changes
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4. Go to the Mail tab and navigate to Mailbox Permissions
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5. Under the Read and manage permissions, add centrexit@nclifeline.org
1. Sign in to zoom.us
2. Navigate to the “Admin” section
3. Go to User Management Section
4. Select “Users”
5. Click on “+ Add Users”
6. Input the users email address
7. Select “Zoom Phone Basic”
8. Under the User Groups portion ensure “Recording Disallowed” is selected.
9. Select Add
10. Go on to outlook and Open another mailbox
11. Type the users email and hit open
12. Click the link in the Zoom email for the user
13. Input the users first and last name
14. Set the password as R0$3bUd!
14. Log back in to the admin portal
15. Go to admin section
16. Phone system Management
17. Users and Rooms
18. Find the account you just created
19. Select assign
20. Assign packages (unlimited)
21. Confirm and assign numbers
22. Assign the user a number and Confirm
23. Select the user
24. Edit their extension number to reflect the assigned number and update the extension inventory.
Adobe Sign
Section titled “Adobe Sign”https://adminconsole.adobe.com
1. Log in to Adobe ID
2. Select Add users
3. Add the users email
4. Select the drop down and click on “Add as new user”
5. Input their first and last name
6. Under products select Acrobat Sign Solutions for Business Transactions and apply
7. Hit save
1. Log in to ETO
a. secure.etosoftware.com/NewLogin.aspx
2. Go to Site Administration
3. Add New Staff
4. Add the user’s first and last name, email address, role, reporting role and set the password as R0$3bUd!
5. Select save
6. Under Site/Program Access select the programs listed in the New User IT Spec Form
7. Under Caseload Access select the Add/Remove Participants in Own Caseload
8. Select Save and Close
1. Log in to Brivo
2. a. https://access.brivo.com/
3. b. Credentials are in passwordstate
4. Select “Users”
5. Select “Create New User”
6. Enter the users first and last name
7. Enter the users phone number
8. Enter the users lifeline email address
9. Assign to the group “All Staff”
Staff Account Modification
1. The users Manager should put in a trouble ticket with everything you need to complete the modifications.