EmpowerID provides a comprehensive wizard for onboarding individuals, featuring various options for the onboarding process. These options includeworkflow called "Onboard Person" to simplify and streamline the process of manually onboarding individuals. This wizard offers various options to accommodate different needs and preferences:
Create Person Simple Mode:
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Designed for ease of use, this option requires only essential information to create a new person, such as their First Name, Last Name, Primary Business Role, and Location.
Create Person Advanced Mode:
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Catering to more complex requirements, this mode provides additional configuration options and
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demands further details, such as assigning the new person to one or more Management Roles and groups.
Create Person From Another Mode: This
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innovative approach enables you to create a new person by using another
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individual's information as a template.
The workflow used to onboard people is the OnboardPerson workflow, and it provides several parameters that you can customize to modify the fields that appear when onboarding people, as well as the settings that dictate whether human approval is required before EmpowerID fulfills the request and provisions the person. These parameters are listed in the table below.
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Parameter
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Description
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CreationModeListDataItemTypeName
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This is a list that contains the available modes for onboarding people.
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EmailMessageIdForMgtRoles
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Integer that specifies the email message to be sent to all members belonging to the target Management Roles.
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EmailMessageIdForNewPerson
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Integer that specifies the email message to be sent to the newly onboarded person.
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EmailMessageIdForPersonManager
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Integer that specifies the email message to be sent to the manager of the newly onboarded person.
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IsAssignGroupMembership_IsVisible
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Boolean value that determines whether the Assign Group membership section of the workflow is visible to users.
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IsAssignMgmtRoleBundleMembership_IsVisible
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Boolean value that determines whether the Assign Management Role Bundle Membership section of the workflow is visible to users.
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IsAssignObjectVisibilityAccessRoles_IsVisible
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Boolean value that determines whether the Assign Visibility Access Role section is visible to users.
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IsAssignPreApprovedMgmtRole_IsVisible
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Boolean value to determine whether the Assign Pre-Approved Management Roles section of the workflow is visible to users.
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IsAssignRbacOperationAccessRoles_IsVisible
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Boolean value to determine whether the Assign RBAC Operation Access Roles section of the workflow is visible to users.
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IsAssignSecondaryRoleAndLocation_IsVisible
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Boolean value to determine whether the Assign Secondary Role and Location section of the workflow is visible to users.
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IsAssignUIAccessRoles_IsVisible
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Boolean value that determines whether the Assign UI Access Roles section of the workflow is visible to users.
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IsAutoGeneratePassword_IsVisible
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Boolean value that specifies whether the Auto Generate Password option is visible to users.
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OnboardPersonCreationMode_ItemSetName
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Specifies the List Item Set Name containing the creation modes presented to users running the workflow.
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OnboardPersonPropertiesToClone
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Specifies the properties to clone from a selected person to the new person when running the workflow in Create Person From Another mode. Default properties include:
LastName
FirstName
Address.City
Address.State
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PersonPropertiesToClone
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Specifies the properties to clone from a selected person to the new person when running the workflow in Create Person From Another mode. Default properties include:
Name
Address
ManagerInfo
PrimaryLocationAndRole
OrganizationBasicInfo
OrganizationContactInfo
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SendForApproval
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Boolean value that specifies whether the onboarding request needs to be routed for human approval before the systems provisions the new person.
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| theme | {"label":"solarized_dark","value":"solarized_dark"} |
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| contentByMode | {"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<link href=\"https://docs.empowerid.com/new_docs.css\" rel=\"stylesheet\">\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n <p class = \"bd-callout bd-callout-info\">If the person being created is assigned to a Business Role and Location where a Resource Entitlement is in place, the person will receive all resources specified by the policy.</p>","javascript":"","css":""} |
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Step 1: Configure workflow parameters
The workflow for onboarding people is OnboardPerson. The workflow has several parameters that affect how the workflow behaves and the number of fields that appear to users when in a particular mode. These parameters are listed in the below table. In this example, you set the DefaultAzureTenantID parameter to the Azure tenant where applications are to be created.
Onboard people
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On the navbar, expand Identity Administration and select People.
In the Actions pane of the Find Person page, click the Onboard Person action.
This initiates the Onboard Person workflow.
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In order to customize the user experience during the onboarding process, the workflow offers several adjustable parameters. This article will walk you through the steps of modifying these parameters and running the workflow in each mode.
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| name | AllAccess |
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| nopanel | true |
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| theme | {"label":"solarized_dark","value":"solarized_dark"} |
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| contentByMode | {"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<link href=\"https://docs.empowerid.com/new_docs.css\" rel=\"stylesheet\">\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n <p class = \"bd-callout bd-callout-info\">If the person being created is assigned to a Business Role and Location where a Resource Entitlement is in place, the person will receive all resources specified by the policy.</p>","javascript":"","css":""} |
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Step 1: Configure workflow parameters
The Onboard Person wizard workflow incorporates numerous customizable parameters, allowing you to modify the fields displayed to users running the workflow and to determine whether human approval is needed before EmpowerID fulfills the request and provisions the person. The table below lists these parameters. By customizing these parameters, you can tailor the onboarding experience to best suit your organization's needs and preferences. In this example, we set the SendForApproval parameter to false.
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| title | View Workflow Parameters |
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Parameter | Description |
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CreationModeListDataItemTypeName | This is a list that contains the available modes for onboarding people. | EmailMessageIdForMgtRoles | Integer that specifies the email message to be sent to all members belonging to the target Management Roles. | EmailMessageIdForNewPerson | Integer that specifies the email message to be sent to the newly onboarded person. | EmailMessageIdForPersonManager | Integer that specifies the email message to be sent to the manager of the newly onboarded person. | IsAssignGroupMembership_IsVisible | Boolean value that determines whether the Assign Group membership section of the workflow is visible to users. | IsAssignMgmtRoleBundleMembership_IsVisible | Boolean value that determines whether the Assign Management Role Bundle Membership section of the workflow is visible to users. | IsAssignObjectVisibilityAccessRoles_IsVisible | Boolean value that determines whether the Assign Visibility Access Role section is visible to users. | IsAssignPreApprovedMgmtRole_IsVisible | Boolean value to determine whether the Assign Pre-Approved Management Roles section of the workflow is visible to users. | IsAssignRbacOperationAccessRoles_IsVisible | Boolean value to determine whether the Assign RBAC Operation Access Roles section of the workflow is visible to users. | IsAssignSecondaryRoleAndLocation_IsVisible | Boolean value to determine whether the Assign Secondary Role and Location section of the workflow is visible to users. | IsAssignUIAccessRoles_IsVisible | Boolean value that determines whether the Assign UI Access Roles section of the workflow is visible to users. | IsAutoGeneratePassword_IsVisible | Boolean value that specifies whether the Auto Generate Password option is visible to users. | OnboardPersonCreationMode_ItemSetName | Specifies the List Item Set Name containing the creation modes presented to users running the workflow. | OnboardPersonPropertiesToClone | Specifies the properties to clone from a selected person to the new person when running the workflow in Create Person From Another mode. Default properties include: LastName FirstName Address.City Address.State
| PersonPropertiesToClone | Specifies the properties to clone from a selected person to the new person when running the workflow in Create Person From Another mode. Default properties include: Name Address ManagerInfo PrimaryLocationAndRole OrganizationBasicInfo OrganizationContactInfo
| SendForApproval | Boolean value that specifies whether the onboarding request needs to be routed for human approval before the systems provisions the new person. |
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To configure workflow parameters, do the following:
On the navbar, expand Low Code/No Code Workflow and select Low Code Workflows.
Select the Workflow tab and search for Onboard Person.
Click the Display Name for the workflow.
Image AddedOn the View One page for the workflow, expand the Request Workflow Parameters accordion and search for the SendForApproval parameter.
Click the Edit 
button for the parameter.
Image AddedChange the Value to false and click Save.
Image AddedFollow the above steps to change other parameter values as needed.
Step 2 – Run the workflow
Navigate to the portal for the Resource Admin app in your environment.
In Resource Admin, select People and then select the Workflows tab.
Click Onboard a New Person.
Image AddedThis initiates the Onboard Person workflow.
Image AddedSelect the desired creation mode and follow the wizard to onboard the new person.
| Easy html macro |
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| contentByMode | {"html":"<!doctype html>\r\n<link href=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/css/bootstrap.min.css\" rel=\"stylesheet\" integrity=\"sha384-EVSTQN3/azprG1Anm3QDgpJLIm9Nao0Yz1ztcQTwFspd3yD65VohhpuuCOmLASjC\" crossorigin=\"anonymous\">\r\n<link href=\"https://docs.empowerid.com/new_docs.css\" rel=\"stylesheet\">\r\n<script src=\"https://kit.fontawesome.com/59759af5bf.js\" crossorigin=\"anonymous\"></script>\r\n<style>\r\n.nav {\r\n border: 1px solid #C1C1C8;\r\n border-style: none none none none;\r\n padding: 0;\r\n margin: 12px 0 32px;\r\n display: flex;\r\n flex-wrap: nowrap;\r\n overflow: auto;\r\n \r\n}\r\n .nav-link {\r\n background: transparent !important;\r\n color: gray\r\n}\r\n.nav-link.active {\r\n background: ghostwhite !important;\r\n color: blue !important;\r\n \r\n}\r\n.tab-content {\r\n background: ghostwhite;\r\n margin-top: -16px;\r\n}\r\n</style>\r\n<script src=\"https://cdn.jsdelivr.net/npm/bootstrap@5.0.2/dist/js/bootstrap.bundle.min.js\" integrity=\"sha384-MrcW6ZMFYlzcLA8Nl+NtUVF0sA7MsXsP1UyJoMp4YLEuNSfAP+JcXn/tWtIaxVXM\" crossorigin=\"anonymous\"></script>\r\n <ul class=\"nav nav-pills mb-3\" id=\"pills-tab\" role=\"tablist\">\r\n <li class=\"nav-item\" role=\"presentationanonymous\">></script>\r\n <button <ul class=\"nav -link activenav-pills mb-3\" id=\"pills-first-tab\" data-bs-toggle=\"pill\" data-bs-target=\"#simple\" type=\" button\" role=\"tab\"><i class=\"fa-sharp fa-solid fa-person-simple\"></i> Simple Mode</button>\r\n </li>role=\"tablist\">\r\n <li class=\"nav-item\" role=\"presentation\">\r\n <button class=\"nav-link active\" id=\"pills-secondfirst-tab\" data-bs-toggle=\"pill\" data-bs-target=\"#advanced#simple\" type=\"button\" role=\"tab\"><i class=\"fa-sharp fa-solid fa-person-burstsimple\"></i> Advanced Simple Mode</button>\r\n </li>\r\n <li class=\"nav-item\" role=\"presentation\">\r\n <button class=\"nav-link\" id=\"pills-thirdsecond-tab\" data-bs-toggle=\"pill\" data-bs-target=\"#another#advanced\" type=\"button\" role=\"tab\"><i class=\"fa-sharp fa-solid fa-peopleperson-arrowsburst\"></i> From Another Person<Advanced Mode</button>\r\n </li>\r\n</ul>\r\n<div class=\"tab-content\" id=\"pills-tabContent\">\r\n <div class=\"tab-pane fade show active\" id\n <li class=\"simplenav-item\" role=\"tabpanelpresentation\">\r\n <ol>\r\n <li>Select <b>Simple Mode</b> and click <b>Next</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectSimpleMode.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Enter the following information in the form:</li>\r\n <ul>\r\n <li>First Name – First name of the person</li>\r\n <li>Last Name – Last name of the person</li>\r\n <li>Email – Email address for the person (Optional)</li>\r\n <li>Personal Email – Personal email address for the person (Optional). If you add an email address to this field, EmpowerID will use it to send a welcome message to the person.</li>\r\n <li>Primary Role and Location – Click <b>Select a Role and Location</b> and then do the following:</li>\r\n <ul>\r\n <li>Search for and select a Business Role from the <b>Business Role tree</b></li>\r\n <li>Click the <b>Location</b> link and then search for and select a location from the <b>Location tree</b></li>\r\n <li>Click <b>Select</b> to select the Business Role and Location</li>\r\n </ul>\r\n <li>Manager – Manager of the person (Optional)</li>\r\n </ul>\r\n <li>Click <b>Next</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardAdvancedOptionsRedux.png\" style=\"padding: 10px;max-height: 300px\"/></p> \r\n <li>Review the summary and click <b>Submit</b> to onboard <button class=\"nav-link\" id=\"pills-third-tab\" data-bs-toggle=\"pill\" data-bs-target=\"#another\" type=\"button\" role=\"tab\"><i class=\"fa-sharp fa-solid fa-people-arrows\"></i> From Another Person</button>\r\n </li>\r\n</ul>\r\n<div class=\"tab-content\" id=\"pills-tabContent\">\r\n <div class=\"tab-pane fade show active\" id=\"simple\" role=\"tabpanel\">\r\n <ol>\r\n <li>Select <b>Simple Mode</b> and click <b>Next</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectSimpleMode.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Enter the following information in the form:</li>\r\n <ul>\r\n <li>First Name – First name of the person</li>\r\n <li>Last Name – Last name of the person</li>\r\n <li>Email – Email address for the person (Optional)</li>\r\n <li>Personal Email – Personal email address for the person (Optional). If you add an email address to this field, EmpowerID will use it to send a welcome message to the person.</li>\r\n </ol> \r\n </div>\r\n <div class=\"tab-pane fade show\" id=\"advanced\" role=\"tabpanel\">\r\n <ol>\r\n <li>Select <b>Advanced Mode</b> and then select the following <b>Advanced Options</b>:</li> \r\n <ul>\r\n <li>Do you want to Auto-Generate a Password? Yes or No</li>\r\n <li>Do you want to Assign Management Role Bundle Memberships? Yes or No. <em>Please note that you must have access to add the person to the selected role bundles.</em></li>\r\n <li>Do you want to Assign Pre-Approved Management Roles? Yes or No. <em>Please note that you must have access to add the person to the selected roles.</em></li>\r\n <li>Do you want to Assign Group Memberships? Yes or No. <em>Please note that you must have access to add the person to the selected groups.</em></li>\r\n <li>Do you want to Assign Secondary Role and Locations? Yes or No\r\n </ul>\r\n <li>Click <b>Next</b>.</li>\r\n <li>On the <b>Person</b> tab, fill in the general identity information for the person.</li>\r\n <br />\r\n <h5>Person General Details</h5>\r\n <ul>\r\n <li>First Name – First name of the person</li>\r\n <li>Initials – Initials of the person (Optional)</li>\r\n <li>Last Name – Last name of the person</li>\r\n <li>Display Name – Name of the person that displays to users in the Web interface</li>\r\n <li>Login – EmpowerID login for the person</li>\r\n <li>Email – Email address for the person (Optional)</li>\r\n <li>Personal Email – Personal email address for the person (Optional). If you add an email address to this field, EmpowerID will use it to send a welcome message to the person.</li>\r\n <li>Primary Business Role and Location – Click <b>Select a Role and Location</b> and then do the following:</li>\r\n <ul>\r\n <li>Search for and select a Business Role from the <b>Business Role tree</b></li>\r\n <li>Click the <b>Location</b> link and then search for and select a location from the <b>Location tree</b></li>\r\n <li>Click <b>Select</b> to select the Business Role and Location</li>\r\n </ul>\r\n <li>Manager – Manager of the person (Optional). <em>If the manager has an email address registered in the system, EmpowerID sends that person an email notification of the new person. </em></li>\r\n </ul>\r\n <br />\r\n <h5>Person Password</h5>\r\n <p>This section of the form appears when you have opted to <b>not</b> have the system generate a password for the person.</p>\r\n <ul>\r\n <li>Password – Password for the person</li>\r\n <li>Confirm Password – Password for the person</li>\r\n </ul>\r\n <br />\r\n <h5>About Person</h5> \r\n <ul> \r\n <li>Personal Email – Personal email address for the person (Optional). If you add an email address to this field, EmpowerID will use it to send a welcome message to the person.</li>\r\n <li>Preferred Language – Allows you to select the language the person prefers. When selected the EmpowerID user interfaces reflect the selected preferred language for the person. If no selection is made, the system selects the default preferred language based on the locale of the person.</li>\r\n <li>Notes – Notes about the person (optional)</li>\r\n <li>About me – Can be used to provide contextual information about the person, such as their hobbies and interests (Optional)</li>\r\n </ul>\r\n <li>Optionally, select the <b>Organization</b> tab and fill in the appropriate information for the person.</li>\r\n <br />\r\n <h5>Organization Information</h5> \r\n <ul> \r\n <li>Title – Person's title</li>\r\n <li>Office – Person's office</li>\r\n <li>Location – Person's location</li>\r\n <li>Department – Person's department</li>\r\n <li>Division – Person's division</li>\r\n <li>District – Person's district</li>\r\n <li>Company – Person's company</li>\r\n </ul>\r\n <br />\r\n <h5>Address and Phone Numbers</h5>\r\n <ul> \r\n <li>Street Address – Person's street address</li>\r\n <li>Street Address 2 – Second line of the person's street address</li>\r\n <li>City – Person's location</li>\r\n <li>State – Person's state</li>\r\n <li>Province – Person's province</li>\r\n <li>Country – Person's country</li> \r\n <li>Postal Code – Code of letters and/or digits for postal delivery to the person</li>\r\n <li>Telephone – Person's secondary phone number</li>\r\n <li>Business Phone – Person business phone number</li>\r\n <li>Mobile Phone Provider – Person's mobile phone provider</li>\r\n <li>Fax – Person's fax number</li>\r\n </ul>\r\n <li>Optionally, select the <b>Advanced</b> tab and fill in the appropriate information for the person.</li>\r\n <ul>\r\n <li>Enabled – Selected by default; deselect if the person account should be disabled from logging in to the system.</li>\r\n <li>Disable Notifications – Select this option if the person should not receive email notifications from the system.</li>\r\n <li>Allow Attribute Sync – Selected by default; deselect if the person’s attributes should be synced with user accounts in systems managed by EmpowerID.</li>\r\n <li>Allow Login – Enabled by default; deselect if the person should not be allowed to log in to the system.</li>\r\n <li>Must Change Password on Next Login – Select to force the person to change their password when they log in to the system.</li>\r\n </ul>\r\n <li>Click <b>Next</b>.</li>\r\n <li>If you opted to assign pre-approved Management Roles, search for and select the appropriate Management Roles and click <b>Next</b>. If you do not want to select role bundles at this time, click <b>Skip</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectManagementRoleBundles.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>If you opted to select Management Role Bundle Memberships, search for and select the appropriate Management Roles and click <b>Next</b>. If you do not want to select pre-approved roles at this time, click <b>Skip</b>.</li>\r\n <li>If you opted to select group memberships, search for and select the appropriate groups and click <b>Next</b>. If you do not want to select groups at this time, click <b>Skip</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectGroupMemberships.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Review the summary and click <b>Submit</b> to onboard the person. <br />If you do not want to onboard the person, click <b>Cancel</b>.</li>\r\n \r\n </ol> \r\n </div>\r\n <div class=\"tab-pane fade show\" id=\"another\" role=\"tabpanel\">\r\n <ol>\r\n <li>Select <b>From Another Person</b> and click <b>Next<<li>Primary Role and Location – Click <b>Select a Role and Location</b> and then do the following:</li>\r\n <ul>\r\n <li>Search for and select a Business Role from the <b>Business Role tree</b></li>\r\n <li>Click the <b>Location</b> link and then search for and select a location from the <b>Location tree</b></li>\r\n <li>Click <b>Select</b> to select the Business Role and Location</li>\r\n </ul>\r\n <li>Manager – Manager of the person (Optional)</li>\r\n </ul>\r\n <li>Click <b>Next</b> to proceed to the next step.</li>\r\n <li>Review the summarized person details and click <b>Submit</b> when ready to onboard the person.</li> \r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/SimpleModeFormSubmit.png\" style=\"padding: 10px;max-height: 300px\"/></p> \r\n \r\n </ol> \r\n </div>\r\n <div class=\"tab-pane fade show\" id=\"advanced\" role=\"tabpanel\">\r\n <ol>\r\n <li>Select <b>Advanced Mode</b> and then select the following <b>Advanced Options</b>:</li> \r\n <ul>\r\n <li>Do you want to Auto-Generate a Password? Yes or No</li>\r\n <li>Do you want to Assign Management Role Bundle Memberships? Yes or No. <em>Please note that you must have access to add the person to the selected role bundles.</em></li>\r\n <li>Do you want to Assign Pre-Approved Management Roles? Yes or No. <em>Please note that you must have access to add the person to the selected roles.</em></li>\r\n <li>Do you want to Assign Group Memberships? Yes or No. <em>Please note that you must have access to add the person to the selected groups.</em></li>\r\n <li>Do you want to Assign Secondary Role and Locations? Yes or No\r\n </ul>\r\n <li>Click <b>Next</b>.</li>\r\n <li>On the <b>Person</b> tab, fill in the general identity information for the person.</li>\r\n <br />\r\n <h5>Person General Details</h5>\r\n <ul>\r\n <li>First Name – First name of the person</li>\r\n <li>Initials – Initials of the person (Optional)</li>\r\n <li>Last Name – Last name of the person</li>\r\n <li>Display Name – Name of the person that displays to users in the Web interface</li>\r\n <li>Login – EmpowerID login for the person</li>\r\n <li>Email – Email address for the person (Optional)</li>\r\n <li>Personal Email – Personal email address for the person (Optional). If you add an email address to this field, EmpowerID will use it to send a welcome message to the person.</li>\r\n <li>Primary Business Role and Location – Click <b>Select a Role and Location</b> and then do the following:</li>\r\n <ul>\r\n <li>Search for and select a Business Role from the <b>Business Role tree</b></li>\r\n <li>Click the <b>Location</b> link and then search for and select a location from the <b>Location tree</b></li>\r\n <li>Click <b>Select</b> to select the Business Role and Location</li>\r\n </ul>\r\n <li>Manager – Manager of the person (Optional). <em>If the manager has an email address registered in the system, EmpowerID sends that person an email notification of the new person. </em></li>\r\n </ul>\r\n <br />\r\n <h5>Person Password</h5>\r\n <p>This section of the form appears when you have opted to <b>not</b> have the system generate a password for the person.</p>\r\n <ul>\r\n <li>Password – Password for the person</li>\r\n <li>Confirm Password – Password for the person</li>\r\n </ul>\r\n <br />\r\n <h5>About Person</h5> \r\n <ul> \r\n <li>Personal Email – Personal email address for the person (Optional). If you add an email address to this field, EmpowerID will use it to send a welcome message to the person.</li>\r\n <li>Preferred Language – Allows you to select the language the person prefers. When selected the EmpowerID user interfaces reflect the selected preferred language for the person. If no selection is made, the system selects the default preferred language based on the locale of the person.</li>\r\n <li>Notes – Notes about the person (optional)</li>\r\n <li>About me – Can be used to provide contextual information about the person, such as their hobbies and interests (Optional)</li>\r\n </ul>\r\n <li>Optionally, select the <b>Organization</b> tab and fill in the appropriate information for the person.</li>\r\n <br />\r\n <h5>Organization Information</h5> \r\n <ul> \r\n <li>Title – Person's title</li>\r\n <li>Office – Person's office</li>\r\n <li>Location – Person's location</li>\r\n <li>Department – Person's department</li>\r\n <li>Division – Person's division</li>\r\n <li>District – Person's district</li>\r\n <li>Company – Person's company</li>\r\n </ul>\r\n <br />\r\n <h5>Address and Phone Numbers</h5>\r\n <ul> \r\n <li>Street Address – Person's street address</li>\r\n <li>Street Address 2 – Second line of the person's street address</li>\r\n <li>City – Person's location</li>\r\n <li>State – Person's state</li>\r\n <li>Province – Person's province</li>\r\n <li>Country – Person's country</li> \r\n <li>Postal Code – Code of letters and/or digits for postal delivery to the person</li>\r\n <li>Telephone – Person's secondary phone number</li>\r\n <li>Business Phone – Person business phone number</li>\r\n <li>Mobile Phone Provider – Person's mobile phone provider</li>\r\n <li>Fax – Person's fax number</li>\r\n </ul>\r\n <li>Optionally, select the <b>Advanced</b> tab and fill in the appropriate information for the person.</li>\r\n <ul>\r\n <li>Enabled – Selected by default; deselect if the person account should be disabled from logging in to the system.</li>\r\n <li>Disable Notifications – Select this option if the person should not receive email notifications from the system.</li>\r\n <li>Allow Attribute Sync – Selected by default; deselect if the person’s attributes should be synced with user accounts in systems managed by EmpowerID.</li>\r\n <li>Allow Login – Enabled by default; deselect if the person should not be allowed to log in to the system.</li>\r\n <li>Must Change Password on Next Login – Select to force the person to change their password when they log in to the system.</li>\r\n </ul>\r\n <li>Click <b>Next</b>.</li>\r\n <li>If you opted to assign pre-approved Management Roles, search for and select the appropriate Management Roles and click <b>Next</b>. If you do not want to select role bundles at this time, click <b>Skip</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectFromAnotherPersonOnboardWizardSelectManagementRoleBundles.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Search for and select the person you want to use as a template for the new person and click <b>Next<\"/></p>\r\n <li>If you opted to select Management Role Bundle Memberships, search for and select the appropriate Management Roles and click <b>Next</b>. If you do not want to select pre-approved roles at this time, click <b>Skip</b>.</li>\r\n <li>If you opted to select group memberships, search for and select the appropriate groups and click <b>Next</b>. If you do not want to select groups at this time, click <b>Skip</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectFromAnotherPersonSelectPersonOnboardWizardSelectGroupMemberships.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>On the <b>Person</b> tab, fill in the general identity information for the person<li>Review the summary and click <b>Submit</b> to onboard the person. <br />If you do not want to onboard the person, click <b>Cancel</b>.</li>\r\n <br />\r\n </ol> \r\n <h5>Person General Details<</h5>div>\r\n <ul><div class=\"tab-pane fade show\" id=\"another\" role=\"tabpanel\">\r\n <li>First Name – First name of the person</li><ol>\r\n <li>Initials – Initials of the person (Optional)<li>Select <b>From Another Person</b> and click <b>Next</b>.</li>\r\n <li>Last Name – Last name of the person</li>\r\n <li>Display Name – Name of the person that displays to users in the Web interface</li>\r\n <li>Login – EmpowerID login for the person</li>\r\n <li>Email – Email address for the person (Optional)</li>\r\n <li>Primary Business Role and Location – Click <b>Select a Role and Location</b> and then do the following:</li>\r\n <ul>\r\n <li>Search for and select a Business Role from the <b>Business Role tree</b></li>\r\n <li>Click the <b>Location</b> link and then search for and select a location from the <b>Location tree</b></li>\r\n <li>Click <b>Select</b> to select the Business Role and Location</li>\r\n </ul>\r\n <li>Manager – Manager of the person (Optional). <em>If the manager has an email address registered in the system, EmpowerID sends that person an email notification of the new person. </em></li>\r\n </ul>\r\n <br />\r\n <h5>Person Password</h5>\r\n <p>This section of the form appears when you have opted to <b>not</b> have the system generate a password for the person.</p><p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectFromAnotherPerson.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>Search for and select the person you want to use as a template for the new person and click <b>Next</b>.</li>\r\n <p><img src=\"https://docs.empowerID.com/assets/img/confluence/People Actions/OnboardWizardSelectFromAnotherPersonSelectPerson.png\" style=\"padding: 10px;max-height: 300px\"/></p>\r\n <li>On the <b>Person</b> tab, fill in the general identity information for the person.</li>\r\n <br />\r\n <h5>Person General Details</h5>\r\n <ul>\r\n <li>First Name – First name of the person</li>\r\n <li>Initials – Initials of the person (Optional)</li>\r\n <li>Last Name – Last name of the person</li>\r\n <li>Display Name – Name of the person that displays to users in the Web interface</li>\r\n <li>Login – EmpowerID login for the person</li>\r\n <li>Email – Email address for the person (Optional)</li>\r\n <li>Primary Business Role and Location – Click <b>Select a Role and Location</b> and then do the following:</li>\r\n <ul>\r\n <li>Password – Password for the person<<li>Search for and select a Business Role from the <b>Business Role tree</b></li>\r\n <li>Confirm Password – Password for the person</li>\r\n </ul>\r\n <br /><li>Click the <b>Location</b> link and then search for and select a location from the <b>Location tree</b></li>\r\n <li>Click <b>Select</b> to select the Business Role and Location</li>\r\n <h5>About Person<</h5> ul>\r\n <ul> \r\n <li>Personal Email <li>Manager – Personal email address for Manager of the person (Optional). If you add <em>If the manager has an email address to this field, EmpowerID will use it to send a welcome message to the person.</li>\r\n <li>Preferred Language – Allows you to select the language the person prefers. When selected the EmpowerID user interfaces reflect the selected preferred language for the person. If no selection is made, the system selects the default preferred language based on the locale of registered in the system, EmpowerID sends that person an email notification of the new person. </em></li>\r\n </ul>\r\n <br />\r\n <h5>Person Password</h5>\r\n <p>This section of the form appears when you have opted to <b>not</b> have the system generate a password for the person.</li>p>\r\n <li>Notes – Notes about the person (optional)</li><ul>\r\n <li>About me <li>Password – Can be used to provide contextual information about the person, such as their hobbies and interests (Optional)<Password for the person</li>\r\n </ul>\r\n <li>Optionally, select the <b>Organization</b> tab and fill in the appropriate information for the person.<<li>Confirm Password – Password for the person</li>\r\n <br </>ul>\r\n <h5>Organization Information<<br /h5> >\r\n <ul> \r\n <li>Title– Person's title</li><h5>About Person</h5> \r\n <li>Office – Person's office</li><ul> \r\n <li>Location <li>Personal Email – Person's location<Personal email address for the person (Optional). If you add an email address to this field, EmpowerID will use it to send a welcome message to the person.</li>\r\n <li>Department – Person's department<<li>Preferred Language – Allows you to select the language the person prefers. When selected the EmpowerID user interfaces reflect the selected preferred language for the person. If no selection is made, the system selects the default preferred language based on the locale of the person.</li>\r\n <li>Division <li>Notes – Person's division</li>\r\n <li>District – Person's district<Notes about the person (optional)</li>\r\n <li>Company <li>About me – Person's company<Can be used to provide contextual information about the person, such as their hobbies and interests (Optional)</li>\r\n </ul>\r\n <br />\r\n <h5>Address and Phone Numbers</h5>\r\n <ul> \r\n <li>Street Address – Person's street address<<li>Optionally, select the <b>Organization</b> tab and fill in the appropriate information for the person.</li>\r\n <li>Street Address 2 – Second line of the person's street address</li><br />\r\n <li>City – Person's location</li><h5>Organization Information</h5> \r\n <li>State – Person's state</li><ul> \r\n <li>Province <li>Title– Person's province<title</li>\r\n <li>Country <li>Office – Person's country<office</li>\r\n <li>Postal Code <li>Location – Code of letters and/or digits for postal delivery to the person<Person's location</li>\r\n <li>Telephone <li>Department – Person's secondary phone number<department</li>\r\n <li>Business Phone <li>Division – Person business phone number<'s division</li>\r\n <li>Mobile Phone Provider <li>District – Person's mobile phone provider<district</li>\r\n <li>Fax <li>Company – Person's fax number<company</li>\r\n </ul>\r\n <li>Optionally, select the <b>Advanced</b> tab and fill in the appropriate information for the person.</li><br />\r\n <h5>Address and Phone Numbers</h5>\r\n <ul> \r\n <li>Enabled <li>Street Address – Person's street address</li>\r\n <li>Street Address 2 – Selected by default; deselect if the person account should be disabled from logging in to the system.<Second line of the person's street address</li>\r\n <li>Disable Notifications <li>City – Select this option if the person should not receive email notifications from the system.<Person's location</li>\r\n <li>Allow Attribute Sync <li>State – Selected by default; deselect if the person’s attributes should be synced with user accounts in systems managed by EmpowerID.<Person's state</li>\r\n <li>Allow Login <li>Province – Enabled by default; deselect if the person should not be allowed to log in to the system.<Person's province</li>\r\n <li>Country – Person's country</li> \r\n <li>Must Change Password on Next Login <li>Postal Code – Select to force the person to change their password when they log in to the system.<Code of letters and/or digits for postal delivery to the person</li>\r\n </ul><li>Telephone – Person's secondary phone number</li>\r\n <li>Click <b>Next</b>.<<li>Business Phone – Person business phone number</li>\r\n <li>Mobile Phone Provider – Person's mobile phone provider</li>\r\n <li>Optionally, search for and select the appropriate Management Roles to assign to the person and click <b>Next</b>.<<li>Fax – Person's fax number</li>\r\n <li>Optionally, search for and select the appropriate group memberships for the person and click <b>Next</b>. </li>ul>\r\n <li>Review the summary information for the person and click <b>Submit</b> to onboard the person. If you do not want to onboard the person, click <b>Cancel</b> to exit the workflow<li>Optionally, select the <b>Advanced</b> tab and fill in the appropriate information for the person.</li>\r\n </ol> \r\n </div> \r\n</div>\r\n","javascript":"","css":""} |
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Parameter | Description |
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CreationModeListDataItemTypeName | This is a list that contains the available modes for onboarding people. |
EmailMessageIdForMgtRoles | Integer that specifies the email message to be sent to all members belonging to the target Management Roles. |
EmailMessageIdForNewPerson | Integer that specifies the email message to be sent to the newly onboarded person. |
EmailMessageIdForPersonManager | Integer that specifies the email message to be sent to the manager of the newly onboarded person. |
IsAssignGroupMembership_IsVisible | Boolean value that determines whether the Assign Group membership section of the workflow is visible to users. |
IsAssignMgmtRoleBundleMembership_IsVisible | Boolean value that determines whether the Assign Management Role Bundle Membership section of the workflow is visible to users. |
IsAssignObjectVisibilityAccessRoles_IsVisible | Boolean value that determines whether the Assign Visibility Access Role section is visible to users. |
IsAssignPreApprovedMgmtRole_IsVisible | Boolean value to determine whether the Assign Pre-Approved Management Roles section of the workflow is visible to users. |
IsAssignRbacOperationAccessRoles_IsVisible | Boolean value to determine whether the Assign RBAC Operation Access Roles section of the workflow is visible to users. |
IsAssignSecondaryRoleAndLocation_IsVisible | Boolean value to determine whether the Assign Secondary Role and Location section of the workflow is visible to users. |
IsAssignUIAccessRoles_IsVisible | Boolean value that determines whether the Assign UI Access Roles section of the workflow is visible to users. |
IsAutoGeneratePassword_IsVisible | Boolean value that specifies whether the Auto Generate Password option is visible to users. |
OnboardPersonCreationMode_ItemSetName | Specifies the List Item Set Name containing the creation modes presented to users running the workflow. |
OnboardPersonPropertiesToClone | Specifies the properties to clone from a selected person to the new person when running the workflow in Create Person From Another mode. Default properties include: LastName FirstName Address.City Address.State
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PersonPropertiesToClone | Specifies the properties to clone from a selected person to the new person when running the workflow in Create Person From Another mode. Default properties include: Name Address ManagerInfo PrimaryLocationAndRole OrganizationBasicInfo OrganizationContactInfo
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SendForApproval | Boolean value that specifies whether the onboarding request needs to be routed for human approval before the systems provisions the new person. | <ul>\r\n <li>Enabled – Selected by default; deselect if the person account should be disabled from logging in to the system.</li>\r\n <li>Disable Notifications – Select this option if the person should not receive email notifications from the system.</li>\r\n <li>Allow Attribute Sync – Selected by default; deselect if the person’s attributes should be synced with user accounts in systems managed by EmpowerID.</li>\r\n <li>Allow Login – Enabled by default; deselect if the person should not be allowed to log in to the system.</li>\r\n <li>Must Change Password on Next Login – Select to force the person to change their password when they log in to the system.</li>\r\n </ul>\r\n <li>Click <b>Next</b>.</li>\r\n <li>Optionally, search for and select the appropriate Management Roles to assign to the person and click <b>Next</b>.</li>\r\n <li>Optionally, search for and select the appropriate group memberships for the person and click <b>Next</b>.</li>\r\n <li>Review the summary information for the person and click <b>Submit</b> to onboard the person. If you do not want to onboard the person, click <b>Cancel</b> to exit the workflow.</li>\r\n </ol> \r\n </div> \r\n</div>\r\n","javascript":"","css":""} |
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