Activity Collection for Active Directory
Provides a sample of Active Directory automations which are used within our pre-built automations, allowing you to customise and build your own packages without starting from scratch.
Overview
During the user onboarding process, it's important to ensure that each new account is properly configured with all the right details. For some ConnectWise clients, a common oversight occurs when users are created without specifying their contact types, leading to communication gaps or misrouted service requests. So, how do you make sure every new user has the correct contact type assigned from the start?
To address this issue, we use an extension that helps you set one or more contact types in ConnectWise during the user onboarding process. With this, your Service Desk can make sure this step is covered without having to do it manually afterwards.
This Extension Automation works specifically for Staff Onboarding automation and can be configured for any pre-built Pia automation or custom automation.
Flow
Here’s the flow:
- Pia will retrieve information about the new user or existing user from its parent automation.
- Pia will then retrieve a list of available contact types and company sites for the client and present a form asking you to select the contact types and company site for the selected user.
- Pia will then set the contact types and company site for the selected user based on the selection made.
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