EmpowerID provides a number of actions for creating people, with different options available for each. For example, one is the Create Person Simple Mode action. This action allows non-technical users to initiate creating a new person, requiring minimal information be supplied, such as the new person's First Name, Last Name and primary Business Role and Location. Others, such as the Create Person Advanced action, require more information and provide more configuration options for assigning the new person to one or more Management Roles and groups, as well as to provision assets such as user accounts and mailboxes when the person is created.
If the person being created is assigned to a Business Role and Location where a RET policy is in place, the person will receive all resources specified by the policy. |
This topic demonstrates how to create new people using each of the available actions.
Repeat step 3 for each person you want to create from an orphaned user account.
For immediate processing, leave Wait to See Results selected. If you clear Wait to See Results and click Submit, the process idles and EmpowerID creates a task for it, routing it to any Person with the delegations to continue moving the people. |
Click Submit.
To see the Operation Execution Summary (OES) message stating whether the person was successfully created, leave Wait to See Results selected. If you clear Wait to See Results and clickSubmit, EmpowerID routes the OES to the Request Center where any Person with the delegations to create a person from an account can view and acknowledge it. |
Ensure that the first row of the CSV file specifies the appropriate attributes for the user information you are importing. EmpowerID maps the attributes specified in the CSV to the corresponding Person attributes in the Identity Warehouse. For example, the first row of the CSV used in this article contains the following values: Name, Logon, FriendlyName and Occupation. |
This opens the Create People From File form.
In the Create People From File form, do the following:
Specify the delimiter used to separate the attributes of each person record in the CSV file. The default is the comma.
Ensure that your file contains no spaces between values and delimiters or the import will fail. |
Click the Attribute Mapping drop-down for each attribute of the imported records and select the appropriate EmpowerID Person property for those attributes. This ensures that the imported attributes map to the correct person properties.
For immediate processing, leave Wait to See Results selected. If you clear Wait to See Results and clickSubmit, the process idles and EmpowerID creates a task for it, routing it to any Person with the delegations to continue moving the people. |
When ready, click Submit.
This opens the Select Business Role and Location screen, which allows you to select the Business Role and Location combination for the people you are creating. EmpowerID requires each person to have a Business Role and Location.
Click Submit.
To see the Operation Execution Summary (OES) message stating whether the person was successfully created, leave Wait to See Results selected. If you clear Wait to See Results and click Submit, EmpowerID routes the OES to the Request Center where any Person with the delegations to create a person from an account can view and acknowledge it. |
Primary Business Role and Location - This is for assigning the person to a primary Business Role and Location. Each person must have a primary Business Role and Location.
|
Secondary Business Roles - This is for assigning the person to a secondary Business Role and Location. To assign a Secondary Business Role and Location, you follow the same process used to assign a primary Business Role and Location.
Management Role to Notify - This field allows you to select a Management Role that is to be notified of the new person. To select a Management Role, type the name of the role in the field and then click the tile for that role. You can search for Management Roles by clicking in the field and pressing the ENTER key.
Manager - This field allows you to select the manager of the person being created. To select the manager, type the name of the manager in the field and then click the tile for that person If the manager has an email address, EmpowerID sends that person an email notification of the new person. Type the name of the Management Role you want to assign to the new person and then click the tile for that role. Repeat for each additional Management Role assignment.
Assets to Provision - This section of the form allows you to specify that certain IT assets be provisioned for the person. These assets can include both hard and soft assets like user accounts, Exchange mailboxes, mobile phones and laptops. To provision an asset, you tick the box to the right of the each asset the person should receive.
The assets that appear in this section of the form are linked to specificAsset TypesandAsset Requests. If you wish to provision assets for new people here, you must create these objects first. For task-based help, seeCreating Asset TypesandCreating Asset Requests. |
Groups - This section of the form allows you to add the person you are creating to a group. To join the person, you tick the box to the left of the each group to which the person should belong.
By default, the groups that appear in this section—and those for which you can search—are groups that have been tagged with theOnboardingtag, as shown by the below image. |
Business Address - This allows you to select a business address that has been previously configured in EmpowerID. The addresses that appear in the drop-down are addresses that have been added to the EmpowerID Collection of Physical Addresses. The addresses added to this collection provide an easy way for you to store address data that can be used to automatically the address fields on this form.
By default, this collection contains only one item, theDefaultPhysical Address, which simply sets the person'sNationattribute to the United States. You can expand this collection, adding as many Physical Addresses to it as needed for your organization. |
Allow Attribute Sync - Set to true by default, this setting allows or disallows person attributes to flow from EmpowerID to any user accounts joined to the person in accordance with the Attribute Flow Rules set for each account store in which the person has an account.
For more information on Attribute Flow Rules, see Understanding Attribute Flow and Configuring Attribute Flow Rules. |
Enable Time Constraint - Select this option to set date and time-based login parameters for the person. If selected, EmpowerID opens a date and time picker that allows you to specify the dates in which the account is valid and the times within that specified date.
|
|