.. _create-a-provider:

Add a provider
-----------------------------

.. _24.2|VOSS-784|EKB-9270:
.. _25.3|VOSS-1575:


.. tip:: 

   :ref:`use-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 :ref:`default-and-custom-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"



.. rubric:: 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. 

#. Go to **Providers**. 
#. Click the Plus icon (+) to add a new record.
#. On the **Service Provider Details** tab/panel, complete the following fields:

   .. tabularcolumns:: |p{5cm}|p{10cm}|
   
   +--------------------+----------------------------------------------------------------+
   | Field              | Description                                                    |
   +====================+================================================================+
   |                    | The service provider name.                                     |
   | Name               |                                                                |
   |                    | The provider name is read-only once you save it.               |
   +--------------------+----------------------------------------------------------------+
   | Description        | A description of the provider.                                 |
   +--------------------+----------------------------------------------------------------+
   |                    | Mandatory. The service provider's directory                    |
   | Domain Name        | domain, for example, "provider.com".                           |
   +--------------------+----------------------------------------------------------------+

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

#. Click **Save**.