Create a Provider

This procedure creates a provider hierarchy node in VOSS Automate and, optionally, a default provider administrator.

Note

• References to HCM-F and Shared Data Repository (SDR) are only relevant if installed.

• In VOSS Automate, the provider name is set to the current service provider name in HCM-F (if applicable).

Perform these steps:

1. Log in to VOSS Automate:

   • Enterprise deployment: Log in as entadmin at sys.hcs.

   • Provider deployment: Log in as hcsadmin at sys.hcs.

2. Go to (default menus) Provider Management > Providers.

3. On the Providers page, click Add.

4. On the Service Provider Details tab, complete the following fields:

Field	Description
Name	The name of the provider. The name is automatically set to the current service provider name in HCM-F (if applicable). You can keep the existing name or overwrite with a more meaningful name. This field is mandatory. Note: Once you’ve saved the provider, you can’t change the provider name. Any spaces in the provider name are converted to underscores in the provider local administrator name and email, if the Create Local Admin check box is selected.
Decouple SDR Name	Provider deployment only Choose this option to set a Provider name in VOSS Automate that is different from the service provider name in HCM-F. Service provider names that were synchronized from VOSS Automate 8.1(x) or are set to “All Service Providers” can remain unchanged in HCM-F. If you leave clear, the provider name you enter in the Name field is synchronized into HCM-F as the service provider name.
SDR Name	Provider deployment only The service provider name to store in the SDR on HCM-F. This field appears only if Decouple SDR Name is selected.
Description	A description of the provider.
Domain Name	The domain of the provider. For example, provider.com. Used when creating the default local administrator so the administrator can log in with an email ID such as ProviderAdmin@provider.com. This field is mandatory.
Create Local Admin	Defines whether a default local administrator is created.
Cloned Admin Role	For Provider deployments, the HCS default Provider role used to create a new role prefixed with the provider name. For Enterprise deployments, the ENT default Provider role used to create a new role prefixed with the provider name. The Provider role, shown in Default Admin Role field, is assigned to the default local administrator. This field appears only if the Create Local Admin check box is selected.
Default Admin Role	The created provider role that is assigned to the default local administrator. This field is read-only and appears only if the Create Local Admin check box is selected.
Default Admin Password	The password to assign to the default local administrator. This mandatory field appears only if thr Create Local Admin check box is selected.
Repeat Default Admin Password	Confirm the default local administrator password. This mandatory field appears only if the Create Local Admin check box is selected.

4. On the Contact Information tab, enter address, email, and phone information, as appropriate.

5. Click Save.