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JGD and Associates User Creation and Onboarding

KB00003711
Francisco Benitez Work Instruction 1 min
PublishedFrancisco Benitezv1.5
Published May 1, 2025Expires Jan 9, 2027

 Review and reference the new user specification form submitted.

  • Login to the domain controller and create the new user under the corresponding OU in the active directory.

  • For remote and office users, create them under the following OU:

  • Expand JGDNET.COM>JGD Domain Users

  • Here you will create the user with the information provided, first name initial, last name is the username and email convention JGD uses.

  • Example: John Smith username jsmith

  • Password can be Service Desk Standard JGD2024(lowercase initials)!

  • Once the user is listed in the OU open the properties and add the job title to the description under the GENERAL tab,

  • then under the EMAIL field populate the email address provided in the specification form.

  • Use the JGD.CPA domain for the email address, for example, jsmith@jgd.cpa

  • Then proceed to the PROFILE tab, here you will create the HOME FOLDER.

  • Under HOME FOLDER, select the CONNECT option and add U: Drive: \\JGD-Data2012\Home$\(USERNAME)

  • Once the user setup is complete in JGD-DC01

  • Open PowerShell and run Start-ADSyncSyncCycle -PolicyType Delta

  • Login to MS365 portal, credentials found in PWDSTATE.

  • Look up the new user under USERS> ACTIVE USERS, select the account, and check the specification form to see if you need to add a license. If so proceed to associate one, if not available, please contact Dylan Quiros to add one for you.

  • Login to Adobe portal with company credentials in 1Password.

  • Add user and assign license.

  • Network Access, you will add the user to the corresponding security groups.

  • H-Clients

  • Read – FS_Client_ R

  • Read/ Write – FS_Client_RW

  • The rest of the drives are open, only the Clients drive has permissions.

  • Printers: Once you have access to the user’s computer, open the Control Panel from the computer, go to printers and add the ones that network discovery finds.

  • Scan to email syncs with Active Directory.

  • Test the user’s credentials.

  • If you have access to the user’s machine, sign into Office apps and send a test e-mail to/from the user.

Send credentials to Brian Wilcox and Ronny Mitchell via encrypted e-mail

Section titled “Send credentials to Brian Wilcox and Ronny Mitchell via encrypted e-mail”
  • Confirm user access before closing.

REFERENCE GUIDES

  • KB00003701 - JGD PC Provisioning and Setup Guide