Overview

Using the Access on Hire2Retire you can provision and deprovision users on ActiveCampaign. Read the official documentation of ActiveCampaign here.

Figure 1. ActiveCampaign Application on Hire2Retire

Define Role Definition

Provisioning Type

Define Role(s)

You can assign a Role to any user based on their AD attributes. You can define complex conditions using AND and OR logic. You can also use the Group memberships in AD to define Roles.

For Example: In Figure 2, the rules are defined on the basis of department (Equals). If the rules are passed then only user(s) will get provisioned. If no rule passes and the user(s) is present in ActiveCampaign then deprovisioning is performed for the user(s).

Figure 2. Provision users with following rule definitions

You can enable the "Do not deprovision upon change of profile or role" checkbox to prevent users from being deprovisioned on ActiveCampaign due to a role mismatch.

Figure 3. Do not deprovision users upon change of profile or role

Process All Employees

All user(s) will be provisioned on ActiveCampaign.

Figure 3. Process All Employees

Provision User

You can decide to either provision or deprovision user(s) using Access.

• Provisioning - You can provision one or more user(s) to the ActiveCampaign according to the requirement. User(s) can be created, updated or reactivated in provisioning operation.

• Deprovisioning - You can deprovision one or more user(s) according to the requirement. User accounts will be deactivated on ActiveCampaign upon deprovisioning.

Figure 4. Configure lifecycle operations for ActiveCampaign

Map attributes on ActiveCampaign

You can select the attributes provided by ActiveCampaign that you want to populate. You can map values from AD/Entra ID/Hybrid to populate these attributes. You can also use Hire2Retire's powerful data transformation capabilities using Excel Style functions.

Figure 5. Select ActiveCampaign attributes