Using Active Directory to Search and Create Requests for Users
When the Active Directory module is enabled, you also have the option of searching for AD users, then creating Requests for them. The AD user must belong to a group mapped in the Admin->Setup->Core/General->Active Directory area of the software. The steps below describe how Request Administrators can find and enter Requests for an Active Directory contact.
- Go to the Accounts/Contacts page.
- When Active Directory is licensed and enabled, you will see another search field here with a submit button that, by default, reads Search Active Directory.
- You can enter any part of the user's first or last name into this field, then click the Search Active Directory button.
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Remember that the user you are looking for must be a member of a mapped group in Active Directory to be found with this search.
- When the user is found, his/her name will be returned with a yellow cross icon
to the left of the name. - Clicking on this icon will:
- Create a new user within the software with the correponding AD information populated.
- Create a new Request for this user and open the Edit Request window.