Onboarding User Accounts

Owned by Phillip Hanegan
Last updated: Sept 11, 2024
6 min read

EmpowerID’s "Onboard Account" wizard is designed to facilitate the manual onboarding of user accounts. This comprehensive workflow integrates with EmpowerID and other connected account directories called account stores. It offers versatile options for creating new user accounts. These include accounts for individuals and technical accounts, like service accounts, that are not associated with a specific person. The wizard streamlines the onboarding process, making it more efficient and user-friendly.

The workflow offers several adjustable parameters to customize the user experience during the onboarding process. This article will walk you through modifying these parameters and running the workflow.

Prerequisites

EmpowerID must be connected to the external account directory to create user accounts in the directory. For more information, see Connectors (OOB).

Procedure

Step 1 – Configure workflow parameters

The Onboard Account wizard workflow incorporates several customizable parameters that you can edit to tailor the onboarding experience to best suit your organization's needs and preferences.

Parameter

Description

Default Value

Parameter

Description

Default Value

DefaultAccessRequestPolicyID

Specifies the default Access Request Policy to be selected in the drop-down in the Access Request Policy Settings step. The value set for this parameter must be the GUID for the default policy.

2156D697-42C4-45D2-9F5C-98E51DE927D1 (This is the Access Request Policy ID for the Default Access Request Policy.)

 

DeputyResourceTypeRoleName

Specifies the operational capabilities granted to the deputy owner of the account onboarded by the workflow.

Resource Role Assigner – Resource Role Assigners can add and remove Access Levels directly to and from the account.

OwnerResourceTypeRoleName

Specifies the operational capabilities granted to the owner of the account onboarded by the workflow.

Resource Role Assigner – Resource Role Assigners can add and remove Access Levels directly to and from the account.

To configure workflow parameters, do the following:

  1. On the navbar, expand Low Code/No Code Workflow and select Low Code Workflows.

  2. Select the Workflow tab and search for Onboard Account.

  3. Click the Display Name for the workflow.

    image-20240110-172015.png


    This directs you to the workflow's View One page. View One pages are designed to facilitate the viewing and managing the objects to which they correspond in EmpowerID.

    image-20240110-173212.png

  4. Expand the Request Workflow Parameters accordion on the View One page for the workflow.

  5. Click the Edit button for the parameter whose value you want to change.

     

  6. Enter the new value for the selected parameter in the Value field and click Save.

     

  7. Repeat this for any other parameter value changes that are needed.

Step 2 – Run the workflow

  1. On the navbar, expand Identity Administration and select User Accounts.

  2. Click the Onboard an Account action.


    This initiates the Onboard Account Wizard workflow, which guides you through onboarding an account.

 

  1. Under Request Overview, select whether the account is a person or a non-person technical account and follow the wizard to onboard the account.

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