Create a new user - Sales and Dealing – Ebury IT Help Desk

General fields

Field	What’s it for	What can I put here?	How do I decide?
License	Full or partial license	Salesforce, Chatter	It’s always “Salesforce” for us
Role	Controls security based on hierarchy	Go to setup->Manage users->Roles and select “expand all” then find the correct role	Compliance/Risk/Ops and the Treasury Risk roles cover most of back office
Profile	Controls permissions, very important	Select a profile	See table below How to choose the right profile
Username	This is always their email address	Email	Email
Email	Email	Email	Email
Nickname	This will be created for you
Alias	This will be created for you
Service Cloud user	Checkbox gives access to Case mgmt	A check	Always check it
Manager	To route approval requests	Their manager’s name	Should be on the new starter form (if it’s not then we should add it)
BOS username	HR use this to match SF user data with People	firstname.lastname	Keep it simple, no special characters etc.
Timezone	Any time-based processes	Choose the right one from the list	Common sense

Sales specific fields

Field	What’s it for	What can I put here?	How do I decide?
SuMo desk	Aggregating SuMo points into desks	This is a text field, not a lookup, so you need to get the values from Alex	We should add this to the new starter form, but check with Alex if you’re stuck
Player	Activates them on SuMo	Check the box	If it’s Sales check it, if Dealing don’t
Head of Desk	Routes approvals, and for Birst reports	Their HoD, or if they are HoD then their Country Manager	“Reports to” from New starter form
Contact Centre	Adds the NVM pad	Click the lookup and it will show it	Always add it if they need to use NVM
NVM Agent ID	Creates the link from NVM into SF for call times etc.	Their NVM ID	As above
FO Role	Birst reports	It’s a picklist	New starter form
FO Start Date	Birst reports	The date they started	New starter form
Team Leader	Birst reports	If they are going to report to a SS2 (like Oli Rix or Chris Briant)	We should add this to the new starter form
BD Start Date (or whatever role the start as)	Birst reports	The date they began their role	New starter form

Post creation steps for Sales and Dealing

Account Team

We need to add their HoD and Country Manager to the “Default account team”. This is for Birst.

Go the the Default Account Team section on the user record.

Then add the HoD and the Country Manager as below, make sure to check the two checkboxes. Give read/write permissions on all objects.

...and Save it.

Territory

They need to be added to the right territory as well. Go to Setup->Manage Territories->Territory Models. Find the right country territory, go to Manage Users and add the new user.

How to choose the right profile

What do they do?	Location	Profile
BD, SS1	London	Level 4 Standard UI
BD, SS1	Not London	Level 4
HoD, SS2	London	Level 3 Standard UI
HoD, SS2	Not London	Level 3
Dealer	Anywhere	Level 3 Dealer
Country Manager	Anywhere	Level 2