Business Rules Requirements for User Provisioning & Hierarchy

SuccessPro User Role Settings

• Advisor Users
• No Role
• All SuccessPro users are set without a role by default unless overridden manually or automated business rules.
• Coach Users
• Manager in Roadmaps & Metrics
• If enabled, the user may work Roadmaps modules with other users
• Users must manage at least one access key to work with other users
• Admin Users – Permissions to access to admin settings
• Executive
• If enabled, the user may access the executive dashboard
• Content Groups
• Proprietary content created & defined by the client
• Hierarchy File
• Data Points
• TSID
• firstname
• lastname
• email
• ________
• ________
• ________
• ________
• ________
• Frequency of File delivery
• FROM Client TO ActiFi
• 
  
• Processing of File
• Daily or Weekly
• File Name
• clientName_hierarchy_daily_yyyymmdd
• Ex: clientname_hierarchy_weekly_20230115
• The date in the file name must match the date of processing
• Transmission Method
• Automated delivery via sFTP
• Business Rules
• User Provisioning
• IF the user record is not found in the hierarchy file THEN the user record will not be created or updated
• IF TSID is not found THEN the user will not be updated resulting in a processing error
• IF the user is not found in SuccessPro, THEN create a user
• Content Groups
• All users included in the hierarchy file should have the following:
• Enabled Defaults
• Additional
• IF AK contains xyz THEN enable ________
• Updates
• IF the user is not provided in the row hierarchy file THEN the user will not be updated
• Inactivation Process
• Manual administration ad-hoc via admin by the client or provide active or inactive via the file