Create a Provider

Note

From release 24.2 onwards, Automate no longer creates cloned roles when you create a site, customer, or reseller. For users who have custom bulk loaders and need to carry out this automatic cloning task, a new boolean field needs to be added to such bulk load sheets and set to TRUE:

"name": "clone_admin_role"
"title": "Clone Admin Role"

This procedure creates a provider hierarchy node in Automate.

Tip

Use the Action search to navigate Automate

1. Log in to the Automate Admin Portal:

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

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

2. Go to Providers.

3. Click the Plus icon (+) to add a new record.

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

Field	Description
Name	The service provider name. The provider name is read-only once you save it.
Description	A description of the provider.
Domain Name	Mandatory. The service provider’s directory domain, for example, “provider.com”.

5. On the Contact Information tab, fill out address, email, and phone information, as appropriate.

6. Click Save.

7. Go to Roles to view the cloned roles created by default for the hierarchy.

   Note

   Automate clones each of the default roles only, and only when creating a provider hierarchy node. See Role-based dashboards and menus.