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name	Create New User Account_08AUG23.pdf

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Benefits and Need to Know

	Benefits and Need to Know
Benefits	TMC can manually create accounts with appropriate permissions Client can manually create accounts with appropriate permissions

TMC must provide Deem Partner Dashboard Access
- Permissions
  - User Manager: Allows individual to manually create/deactivate/reset password as well as update profiles
  - Profile Extract Administrator: Allows individual to extract user profiles
  - Profile Upload Administrator: Allows individual to upload user profiles
  - Profile Upload Log Access: Allows individual access to past user extract logs

Please click link for further information around Partner Dashboard/Console Admin Permissions
Need To Know	Profiles can be create

manually

: Manually or through an HR feed

, User

/ Profile Upload

or

, Web Services, Single Sign-on (SSO) or Open Enrollment

Note: If creating users through an HR feed or Web Services: DO NOT create profiles manually.

Profiles should be created through the HR feed or Web Services as configured. Depending on how they are set up, the manually created account may become deactivated when the HR feed or Web Services is triggered. Also when manually

When manually creating profiles with these services enabled you may run the risk of inaccurate profiles

or

, overwritten data

.

Before creating a new account, verify the user does not already have a one. There are many times where a client may already have a user profile under a different email address. You do not want to have duplicate profiles in your system.

Deem provides how a user account is created and modified.

Click on Service tab
Click on Edit User

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Enter traveler information
Click on Search

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Creation and Modification Source will display to the far right of the account
How the user account was created and last modified
- Profile Load
- Manually
- Single Sign On
- Open Enrollment
- Web Service
  - Note: As you can see below you may see a profile created by one source and updated by another. The modification source indicates how the profile was last updated.

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or deactivated user accounts.

Create User Profile

Click on Users Tab

	Benefits and Need to Know
How to create

Log into Deem Partner Dashboard

Access client’s site

Note: You may only have access to the Users tab depending on permissions granted

Click

on

Users Tab
Click Add a New User

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Enter basic User profile information

Support Account: Check this box only if the account is a test user. This will save the account from being deactivated if you have configured an HR feed or Web Services.
Guest User: (Currently not being used)
User Name: Typically email address, but can be anything that is specific to each user such as Employee ID
External ID: Typically matches the User Name, unless your client is implementing Open Expense. The External ID must match that of the expense tools User Name.
Email: User email address
Groupware ID: Will auto fill from what is entered into the email section. Must match the user email address.
Title: Optional
First Name: Travelers legal name as it appears on their travel documents. Keep in mind if you have this field opened to the traveler to

update

edit, they will have the option to

update

edit if need be.
Middle Name: Travelers legal name as it appears on their travel documents. Keep in mind if you have this field opened to the traveler to

update

edit, they will have the option to

update

edit if need be.
Last Name: Travelers legal name as it appears on their travel documents. Keep in mind if you have this field opened to the traveler to

update

edit, they will have the option to

update

edit if need be.

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Travel Approver Settings: Only available if Pre-Trip Approval - PTA is configured for approvals by manager within profile.
- Travel Approver Name: Select Manager from drop-down list.
  - If the manager does not appear in the list: Either the manager’s account has not been created, activated, or the account was not granted the below permissions.
- Travel Approver Permissions: Check box if user is to be designated as a manager for approvals
  - Note: HR feed or Web Services is recommended if PTA is enabled, and the manager from profile is configured.

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Site Administrator:
Activate Account: Check box to activate account
Password Options:
- Have system generate random password: System will generate an activation email, and will force the client to reset their password upon their initial login
- Save User: Click

on

- if you do not need to create another user or

update

- edit user account
- Save & Add Another: Click if you need to create another user, this will save the user account. The screen will refresh for you to add another user.
- Save & Edit User: Click if you would like to edit the current account you are creating. You will be brought to the newly added account for

updates

- edits.
  - Click here to see how to

Update

- - edit Account

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Pre-defined password for user: You can select this option if you would like to define the password for the user. You would then need to provide the password to the user.
- Force user to change password on first login: It is recommended to check this box if you are manually setting the password for the user.

Note: System generated passwords are recommended for security. Unfortunately you may have users that are having difficulties logging in and are becoming frustrated. Therefore you have the option of Pre-defining a password. Predefined passwords can also be used when creating test accounts.

Save User: Click

on

if you do not need to create another user or

update

edit user account
Save & Add Another: Click if you need to create another user, this will save the user account. The screen will refresh for you to add another user.
Save & Edit User: Click if you would like to edit the current account you are creating. You will be brought to the newly added account for

updates