Add a provider

Tip

Use the Action search to navigate Automate

This procedure creates a provider hierarchy node in Automate.

Note

The system no longer automatically creates cloned roles when you add a hierarchy node. Automate roles are now all managed via the data/Role model and can be assigned directly without being cloned across hierarchies. See also Role-based dashboards and menus

If you have custom bulk loaders and need to carry out this automatic cloning task, add a new boolean field to the bulk load sheets and set to TRUE:

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

To add a provider:

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.

   Note

   Once Automate is installed, the entadmin` administrator (Enterprise deployment) or hcs administrator (Provider deployment) creates the provider.

2. Go to Providers.

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

4. On the Service Provider Details tab/panel, 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/panel, fill out address, email, and phone information, as appropriate.

6. Click Save.