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import | https://docs.empowerid.com/docs.css |
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Info |
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As a best practice, when testing provisioning policies, select All Provisions Require Approval and All Deprovisions Require Approval to become familiar with how EmpowerID processes RETs. Then, when moving to production, you can set the approval thresholds to a number that makes sense for your environment. |
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Next, add Configuration Parameters to the policy you just created. These parameters allow you to specify the Salesforce profile and role each user created by the policy is to be assigned. If Configuration Parameters are not set, EmpowerID assigns all users to the Chatter Free profile by default.
To set the Configuration Parameters
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Warning |
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The ConfigurationValue must match the name of the corresponding Profile in Salesforce. |
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Next, assign the policy you just created to one or more targets as demonstrated below.
To assign the provisioning policy to users
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Scroll to the Policy Assigned To section of the policy's Edit page and click the Add (+) button below the specific target type to which you want to assign the RET. In our example, we are assigning the policy to the Intern in Corporate Business Role and Location so we are clicking the Add (+) button in the Business Role and Locations pane of the section.
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Next, assign the policy you just created to one or more targets as demonstrated below.
To approve the resource entitlements
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Tip |
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After the RET Inbox has provisioned the Salesforce accounts, you can view and manage those accounts and the groups created for those accounts from the Salesforce Management page. Navigate to the Salesforce Management page by expanding Pages in the Navigation Sidebar and clicking Salesforce Manager. |
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