Updating Users via Flat File (PFM) to Include Manager Association
Updating Users via Flat File (PFM) to Include Manager Association

Updating Users via Flat File (PFM) to Include Manager Association

To enable this feature (including Store, Region, District, or Corporate), do the following configurations:
  1. Configure
    ZEMS Url
    and
    API Key
    in the Profile Manager Tenant configuration.
  2. Configure PTT Pro user mappings for manager and region fields to respective CSV or LDAP attributes fields.
    After the above configuration is completed, if there are any value changes to the
    Manager
    and the
    Region
    during user import, ZEMS is notified to associate the manager with the site and regions. The actual association happens when the periodic sync between the  PTT Pro and ZEMS is executed or when the user manually triggers the sync in the ZEMS admin portal. Typically, user import in Profile Manager is also synced daily at a specific time. One must configure the ZEMS-sync start time so that user import in Profile Manager must be completed before that.
    Profile Manager notifies the ZEMS in the following conditions:
    • If the ZEMS URL and the ZEMS Api Key are configured in the tenant configuration.
    • If the
      Manager
      field in the user mapping is true, and it was false during the last import. This would notify ZEMS to associate this user with all the regions specified in the
      Region
      field along with the user's site
    • If the
      Manager
      field in the user mapping is false and was true during the last import. This would notify ZEMS to dis-associate this user from all the regions specified in the
      Region
      field along with the user's site.
    • If the
      Manager
      field in the user mapping is true, and it was true during the last import. If there are any value changes in the
      Region
      field or site, This would notify ZEMS to associate or disassociate this user from all the regions specified in the
      Region
      field along with the user's site