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Administrator Guide
Last Updated: 2023-06-23
Create Integration System User for Case Agent

Create Integration System User for Case Agent

Security:
Security Configuration
 domain in the System functional area.
Create a new Integration System User (ISU) specifically for the Case agent, enabling you to assign the ISU to a security group with permissions to access the agent.
  1. Access the
    Create Integration System User
     task.
  2. Complete the prompt:
    Option
    Description
    User Name
    Enter a user name specifically for the Case agent.
    New Password
    New Password Verify
    Set a password. You won't need this password again.
    Session Timeout Minutes
    Keep the value at zero to prevent the integration system user session from expiring. Expired sessions can cause the integration to stop before it successfully completes.
    Do Not Allow UI Sessions
    Select the check box.
    Time Zone
    You can leave this field empty.
  3. Access the
    Create Security Group
    task.
  4. Select
    Integration System Security Group (Unconstrained)
     from the
    Type of Tenanted Security Group
     field drop-down and enter a
    Name
    .
  5. In the
    Edit Integration System Security Group (Unconstrained)
     prompt, enter the ISU name you previously created in the
    Integration System Users
     field and select
    OK
    .
  6. For the
    Case Assignment Skill
    , add the security group to these security domains and select the
    Modify
     check box:
    • Process: Help Cases
    • Help Case Data
    • View: Confidential Help Cases
    To enable the Case agent to access absence data, add the security group to these security domains and select the
    View
     check box:
    • Worker Data: Time Off (Time Off)
    • Worker Data: Leave of Absence
Your ISU and security is set up for the Case agent.