Create a User in AgilePoint NX

To create a user in AgilePoint NX, do the procedure in this topic.

Screen



Screen



Prerequisites

Good to Know

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the AgilePoint NX tab.
      2. On the AgilePoint NX tab, drag the Create User activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Create User .

Procedure

  1. On the Create User Configuration screen, in the AgilePoint field, select your AgilePoint NX access token.

    To create a new access token, click Add Token . For more information, refer to Access Token for AgilePoint NX.

  2. To enter the user's basic information, do this procedure.
    1. Click the Create User Configuration > User Information tab and complete these fields as necessary.
      Field Name Definition

      User Name

      Function:
      Specifies the name of the user to create in AgilePoint NX.
      Accepted Values:
      Default Value:
      None
      Accepts Process Data Variables:
      Yes

      Full Name

      Function:
      Specifies the full name of the user.
      Accepted Values:
      Default Value:
      None
      Accepts Process Data Variables:
      Yes
  3. (Optional) To add more user information, complete these fields as necessary.
    Field Name Definition

    Manager

    Function:
    Specifies the user's manager.
    Accepted Values:
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Department

    Function:
    Specifies the user's department.
    Accepted Values:
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Language

    Function:
    Specifies the user's language.
    Accepted Values:
    Default Value:
    None
    Accepts Process Data Variables:
    Yes

    Email Address

    Function:
    The user's e-mail address.
    Accepted Values:
    Default Value:
    None
    Accepts Process Data Variables:
    Yes
  4. (Optional) To enter the user's social account information, do this procedure.
    1. Click the Create User Configuration > User Social Accounts tab and complete these fields as necessary.
      Field Name Definition

      Yammer ID

      Function:
      Specifies the user's Yammer ID.
      Accepted Values:
      Default Value:
      None
      Accepts Process Data Variables:
      Yes

      Chatter ID

      Function:
      Specifies the user's Chatter ID.
      Accepted Values:
      Default Value:
      None
      Accepts Process Data Variables:
      Yes

      Phone Number

      Function:
      Specifies the user's phone number.
      Accepted Values:
      Default Value:
      None
      Accepts Process Data Variables:
      Yes

      Lync Id

      Function:
      Specifies the Lync ID of the user.
      Accepted Values:
      Default Value:
      None
      Accepts Process Data Variables:
      Yes