Overview
Using the Access on Hire2Retire
you can provision and deprovision users on DealCloud.
Read the official documentation of DealCloud.
Define Provisioning Criteria¶
Provisioning Type¶
Provision access based on Profiles¶
You can assign a Profile to any user based on their AD and HRIS attributes. You can define complex conditions using AND and OR logic. You can also use the Group memberships in AD to define Roles. The Profiles are used to assign groups in DealCloud. For Example, in Figure 2, the rules are defined on the basis of Job Title (Equals) and 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 DealCloud then deprovisioning is performed for the user(s).
Map the rules defined in the first table with the DealCloud Groups.
You can also select the default roles in DealCloud. For if and only if 'Product-Manager' profile is passed and it is not mapped in the second table then the selected default DealCloud Groups will be assigned to the users.
You can enable the "Do not deprovision upon change of profile or role" checkbox to prevent users from being deprovisioned on DealCloud due to a profile mismatch.
Provision All Employee(s)¶
All user(s) will be provisioned on DealCloud.
Provision User¶
You can decide to either provision or deprovision using Access.
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Provisioning - You can provision one or more user(s) to DealCloud according to the requirement. User(s) can be created, or updated in provisioning operation.
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Deprovisioning - You can deprovision one or more user(s) according to the requirement. User accounts will be deactivated on DealCloud upon deprovisioning.
Map Attributes on DealCloud¶
You can populate a user's profile in DealCloud by mapping attributes incoming from the AD and HRIS. You can also use Hire2Retire's powerful data transformation capabilities using Excel Style functions.