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Summary

This workflow automates the creation of Active Directory user accounts as part of the user onboarding process. The solution creates the user object with proper naming conventions, places it in the correct Organizational Unit, sets standard and custom attributes, assigns security and distribution group memberships, configures home directory and profile paths, sets initial password with change-at-next-logon, and enables the account. By automating AD user creation, the workflow ensures consistent provisioning, reduces onboarding time, eliminates manual configuration errors, and maintains compliance with organizational naming and security standards.

Usage

Prerequisites

Before using this workflow, ensure the following requirements are met:

  1. Active Directory Integration: Configure AD integration via RMM agent or Rewst agent with user management permissions

  2. PSA Integration: For ticket tracking

  3. Email Integration: For notifications and credential delivery

  4. Organizational Variables:

    • ad_user_creation_ticket_board: PSA board for onboarding tasks
    • ad_default_ou: Default OU for new users
    • ad_department_ou_mapping: Map departments to OUs
    • ad_username_format: Username format (e.g., first.last, flast)
    • ad_default_groups: Default security groups for all users
    • ad_department_groups: Department-specific group mappings
    • ad_home_directory_path: UNC path for home directories
    • ad_password_policy: Initial password generation rules

Workflow Inputs

ParameterTypeRequiredDescription
first_nameStringYesUser's first name
last_nameStringYesUser's last name
company_idStringYesPSA company ID
departmentStringYesDepartment name
titleStringYesJob title
managerStringNoManager's AD username or email
office_locationStringNoOffice/site location
phone_numberStringNoBusiness phone number
employee_idStringNoEmployee ID number
custom_ouStringNoOverride default OU path
additional_groupsArrayNoExtra groups beyond defaults
create_home_directoryBooleanNoCreate home folder. Default: true
ticket_idStringNoExisting PSA ticket to update

Execution

Manual Trigger

  • Execute from PSA ticket or onboarding form

Automated Trigger

  • Part of new user onboarding workflow
  • Triggered by HR system integration

Creation Process Flow

  1. Input Validation: Verify required fields and company mapping
  2. Username Generation: Generate username per naming convention
  3. Duplicate Check: Verify username doesn't already exist
  4. OU Determination: Map department to appropriate OU
  5. Password Generation: Generate initial password per policy
  6. User Creation: Create AD user object with all attributes
  7. Group Assignment: Add user to default and department groups
  8. Home Directory: Create home folder and set permissions
  9. Profile Configuration: Set profile path and logon script
  10. Account Enablement: Enable the user account
  11. Credential Delivery: Send credentials via secure method
  12. PSA Update: Update ticket with account details
  13. Notification: Alert requestor and manager

Returned Data

{
"success": true,
"user_created": {
"display_name": "John Smith",
"username": "john.smith",
"sam_account_name": "john.smith",
"user_principal_name": "john.smith@acmecorp.local",
"email": "john.smith@acmecorp.com",
"distinguished_name": "CN=John Smith,OU=Sales,OU=Users,DC=acmecorp,DC=local",
"department": "Sales",
"title": "Account Executive",
"manager": "CN=Jane Doe,OU=Sales,OU=Users,DC=acmecorp,DC=local",
"office": "New York - HQ",
"phone": "555-0150",
"employee_id": "EMP-2026-045",
"account_enabled": true,
"password_must_change": true
},
"group_memberships": [
{
"group": "Domain Users",
"type": "Default",
"added": true
},
{
"group": "All-Employees",
"type": "Default",
"added": true
},
{
"group": "Sales-Team",
"type": "Department",
"added": true
},
{
"group": "VPN-Users",
"type": "Default",
"added": true
},
{
"group": "CRM-Access",
"type": "Department",
"added": true
}
],
"home_directory": {
"created": true,
"path": "\\\\fileserver\\home$\\john.smith",
"permissions_set": true
},
"credential_delivery": {
"method": "Secure email to manager",
"delivered_to": "jane.doe@acmecorp.com",
"temporary_password": true
},
"ticket_id": "ONB-2026-022"
}

Changelog

2026-03-04

  • Initial version of the document