Single sign on (SSO) profiles will automatically be created in ERM based on a generic user already setup in ERM Online ie: ABC_TemplateUser.
This user will have basic roles and categories that allow then to access and use the platform.
For Staff that require additional roles and categories i.e. Administrators their SSO profile needs to be mapped via the following steps to an ERM profile which has these additional items.
- Ensure that there has been a user profile setup that has the additional roles and categories and then via Administration in the left hand side navigation, click on the Cross Authentication button.
- Locate the SSO profile and click on the 'Edit' link on the far right hand side
- From the first field, click on the drop down 'User Name' list and locate the user profile setup that has the additional roles and categories
- Scroll to the bottom and click on the 'Save' button