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Overview

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ET: The relationship between the various account creation options isn’t clear structurally. It’s also not clear from the title that this creation is specifically the manual workflow.

I would change this topic general description for all options to create user accounts and when to choose each option.

And then create a new “Manually Create New User Accounts” page could be added below this page in hierarchy, with the other account creation topics at the same level.

TMC and their clients can manually create accounts with appropriate permissions. User profiles can be created through the Deem Partner Dashboard with appropriate permissions. For more information, see Partner Dashboard/Console Admin Permissions.

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Note: If you creating users through an HR feed or Web Services, DO NOT create profiles manually. Manually creating profiles with these services enabled may result in inaccurate profiles, overwritten data, or deactivated user accounts.

Manually Create User Profiles

To manually create a user profile for a new account:

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ET: Are there any character limitations? Assume localized versions of the site will support characters in the selected language?

Travel Approver Settings

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Travel Approver Settings are available only if Pre-Trip Approval - PTA is configured for approvals by the manager within the profile.

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Am I interpreting the original text correctly that it’s HR Feed or Web Services ACCOUNT CREATION that is recommended if PTA is enabled?
Original Text: HR feed or Web Services is recommended if PTA is enabled, and the manager from profile is configured.

  1. If travel approval is required for the user. In Travel Approver Name, select the approving manager’s name for the list.
    Note: If the manager’s name is not displayed in the list, either the manager’s account has not be created or activated. Or, the account was not granted travel approver permissions.

  2. If the user will grant travel approval. Select Travel Approver Permissions if the user is a manager who is designated to approve travel.

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ET: Is activation email automatically generated, or does the user have to select the Activation Email box to auto-generate?

Note: System-generated passwords are recommended for security. However, you may want to choose pre-defined passwords if your ease of login for your users is a higher priority. Pre-defined passwords can also be used when creating test accounts.

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ET: This field was not documented in the original content and looks like it’s disabled on the site. If so, should we list as currently disabled? Does this mean that system-generated passwords currently have an auto-generated email that does not have a dependency on this field being enabled?

Save Options

  1. After all account information is completed, select from:

    • Save User to save this account and exit the Add a User page.

    • Save & Add Another to save this account and refresh the Add a User page to create another user account.

    • Save & Edit User to save the current account, then display the Edit User Profile page for this account. On this page, you can add more detailed account information, including the user’s contact information, permissions and delegations, travel preferences, travel documentation, and localization preferences.