Page Comparison

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1. Go to DEV, User Admininstration -> Users -> New
2. In the New User dialogue, at minimum, populate the NetID, First name, Last name. If they are a vendor, also populate email address and Business Phone. We will need Business Phone to hand over their login credentials. If you are immediately handing the account over, leave the Active toggle alone. If it will be a few days, toggle Active to false. Also set a temporary password, ideally difficult, which you can remember. Writing it down is okay; this is temporary, and you will need to share it with the user receiving the account. Copy the temporary password to your clipboard, and paste it into the user record. Also set the toggle for "Password needs reset".
3. Save and Stay, and now you will see Roles.
4. Edit roles and add any that are required.
5. Clone this account by: Right Click on colored bar at the top of the user record dialogue, then choose Export -> XML (This record)
6. Save the record to your local machine
7. Go to TEST, User Admininstration -> Users
8. Right click on colored bar at the top of the user records listing, then choose Import XML, and use the browser file picker to retrieve the record you just saved to your local machine
9. Use the Users people picker tool to pick the record you just added. Manually add back any role(s) you assigned in step 4
10. Paste in the temporary password.
11. Save and Stay.
12. Go to PRE, User Admininstration -> Users
13. Right click on colored bar at the top of the user records listing, then choose Import XML, and use the browser file picker to retrieve the record you just saved to your local machine
14. Use the Users people picker tool to pick the record you just added. Manually add back any role(s) you assigned in step 4
15. Paste in the temporary password.
16. Save and Stay.
17. Go to PRD, User Admininstration -> Users
18. Right click on colored bar at the top of the user records listing, then choose Import XML, and use the browser file picker to retrieve the record you just saved to your local machine
19. Use the Users people picker tool to pick the record you just added. Manually add back any role(s) you assigned in step 4
20. Paste in the temporary password.
21. Save and Stay.
22. Go to TRN, User Admininstration -> Users
23. Right click on colored bar at the top of the user records listing, then choose Import XML, and use the browser file picker to retrieve the record you just saved to your local machine
24. Use the Users people picker tool to pick the record you just added. Manually add back any role(s) you assigned in step 4
25. Paste in the temporary password.
26. Save and Stay.

Handing the account to the user.

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1. Direct user receiving account to visit yale.service-now.com/side_door.do
2. login in with username, and temporary password
3. confirm they have reset their password. You can tell by reviewing the user record. The toggle for 'Password needs reset' will untoggle after they have successfully changed their password
4. toggle off their PRD access by untoggling the Active flag on their user record. Alternatively, force a run of the post-clone to untoggle their PROD Active flag on their user record.
5. Direct user receiving account to visit yalepreproduction.service-now.com/side_door.do
6. login in with username, and temporary password
7. confirm they have reset their password. You can tell by reviewing the user record. The toggle for 'Password needs reset' will untoggle after they have successfully changed their password
8. toggle off their PRE access by untoggling the Active flag on their user record. Alternatively, force a run of the post-clone to untoggle their PROD Active flag on their user record.
9. Direct user receiving account to visit yaletest.service-now.com/side_door.do
10. login in with username, and temporary password
11. toggle off their TST access by untoggling the Active flag on their user record. Alternatively, force a run of the post-clone to untoggle their PROD Active flag on their user record.
12. Direct user receiving account to visit yaledevelopment.service-now.com/side_door.do
13. login in with username, and temporary password
14. You probably need to leave their DEV access.
15. Don't worry about TRAIN unless this is a trainer. In most cases, we leave TRAIN access toggled off, and we just wait for the next PROD clone to create the account (which is disabled from the PROD clone, and further never enabled by the post-clone script)

 Need a step to set temporary passwords!