Skip to main content
All CollectionsOperations IQ® PlatformWorkflows - Operations IQ® Platform
Generating a New Account - Operations IQ® Platform
Generating a New Account - Operations IQ® Platform

Workflow to create new platform accounts.

Joe Caffrey avatar
Written by Joe Caffrey
Updated over 6 months ago

About

Generating a new account is mainly done within your hospitals Active Directory system. We’ll cover they key points to generating a new account.


Steps

Refer to your internal instructions for account creation if available as your health system may have adjustments to the provisioning process.


Creating the user in AD

As the user accounts within the IQ platform require integration to your Identity Provider, we’ll first focus in on creating these accounts within your AD.

  • Create a new record within your AD, or use an existing AD account.

  • Key fields that integrate over are FirstName, LastName, and Email.


Attaching Groups

Within the Operations IQ® Platform, the roles/permissions for your account are assigned by a related AD group within your system.

  • Refer to your hospitals list of AD Groups to determine what permissions the user would need.

  • If there isn’t a comparable list, compare to an existing user with proper access to see what AD groups are needed.

  • Once you’ve determined the proper permissions, associate them with the account.


Create the account within the platform

You can chose to fill out the account manually before the active directory sync, or after the sync.

Manually

  • Navigate to Admin > Users

  • Click on Create Account

  • Flush out additional fields that are not controlled by the Active directory.

    • LastName, FirstName, Email, and UserRoles will be overwritten by the sync once the account is authenticated into the IQ platform.

Automatic

  • Have the user login to test their AD account within the system, or login with the account once yourself to generate a default account.

    • Once the account has logged in once, you’re able to confirm what information synchronized from the AD account.

    • Navigate to Admin > Users

    • Search for the account using the filters

    • Opening the account you should see all of the fields are not aligned with those from the AD object.


Populating additional fields

Once you have your account created you can add the specifics to the account

  • Depending on what role has, you may need to:

    • Add facilities to the Associated Facilities Field

    • Add/Adjust Capacity IQ® or Capacity Management Suite® settings within the User Management Integration

  • Once you added all the appropriate settings, the account is properly provisioned.


Best Practices

Although there are different ways you can provision accounts, it’s important to remember that the AD and the AD Groups drive the account. They solely determine what the user is able to see in the application.


Related

  • Upcoming

Did this answer your question?