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User Creation and Onboarding | centrexIT Knowledge Center
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Nephrology Associates Medical Group User Creation and Onboarding

KB00002431
Marshall Carr Work Instruction 1 min
Publishedv4

NAMG – WI – User Onboarding

  • Log onto Domain Control (NAMGS1)
  • Create new user according to IT Spec form in the correct OU.
  • Email/Username standard (firstinitiallastname@nephrologyamg.com)
  • Set password so you can log in as user later. (do not prompt to change at first log in YET)
  • Fill General, Account, Profile, Organization, and Attribute tabs with provided information on IT Spec form. Leave blank if information is missing.
  • Make sure you add SMTP:tuser@nephrologyamg.com under proxy address
  • and smtp:@namg.net
  • Add new user to requested AD security groups and distros according to onboard form. 365=cloud, AD=Active Directory in DC
  • Run a Delta Sync in PowerShell: Start-ADSyncSyncCycle -PolicyType Delta
  • Log onto M365 as global admin.
  • Search for new user in active users and assign a license according to onboarding form. Business Premium is the default. Check with end user if not specified.
  • Add short email alias. (namg.net) Nephrologyamg.com should be primary SMTP and username
  • Add the user to M365 distribution groups according to the onboarding form.
  • No matter what the spec form says add the user to the “ALL@NAMG.NET” DL
  • follow KB KB00035883 to set user up in Verve E Fax
  • Give user “Publishing Editor” permissions to eFax public folders as requested on the onboarding form. Public folders can be found in the EAC.
  • Log onto a device as the new user.
  • Make sure specific printer is connected according to onboard form.
  • Sign into Outlook and Sync Outlook email.
  • Add requested eFax Public Folder to Favorites.
  • Athena shortcut to desktop.
  • Set up scan-to folder according to the WI KB00001198
  • Set up VPN profile https://namg.centrexcloud.com
  • Pin Office all apps to taskbar and unpin built in mail and store app.
  • Sign out as new user.
  • Go back to domain controller and set PW for new user. Set to prompt user for change on first login.
  • Send to QC.
  • After QC is complete, send creds and any tracking information via encrypted email.