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 AgilePoint NX icon tab.
      2. On the AgilePoint NX AgilePoint NX icon tab, drag the Create User Create User icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.
  3. Click Create User Create User icon.

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 Add Token icon. 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