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Template accounts

Bravura Security Fabric uses template accounts as models or "blueprints" for creating new accounts in NetSuite. Template accounts define default settings and role assignments that will be copied to newly created accounts.

To create a template account:

  1. In NetSuite, navigate to Lists > Employees > Employees > New.

  2. Create an employee record with the desired default attributes.

  3. Configure the employee with standard role assignments.

    Important

    • The template account must have at least one role assigned.

    • The template account must be active (not marked as inactive).

  4. Save the employee record.

Account creation process

When Bravura Security Fabric creates a new account:

  1. Required Attributes: The following attributes must be provided:

    • Email: Employee email address (used as the account identifier)

    • First name: Employee first name

    • Last name: Employee last name

    • Subsidiary: The NetSuite subsidiary the employee belongs to

    • Password: Initial password for the account

  2. Optional Attributes: Additional attributes can be specified:

    • Middle name

    • Job title

    • Department

    • Supervisor

    • External ID

  3. Role Assignment:

    • The connector automatically copies all role assignments from the template account

    • The new account will have the same roles as the template

    • The template account must have at least one role assigned

  4. Duplicate Prevention: The connector checks if an account with the same email address already exists before creating a new account

  5. Account Identifiers: After creation, the account is assigned:

    • Internal ID: NetSuite's internal employee ID (used as stable ID and long ID)

    • Email: Used as the short ID in Bravura Security Fabric

    • Entity ID: Auto-generated by NetSuite (read-only)

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