Overview

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

Figure 1. DealCloud Application on Hire2Retire

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).

Figure 2. Provision users with the following rule definitions

Map the rules defined in the first table with the DealCloud Groups.

Figure 3. Profile to DealCloud Groups Mapping

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.

Figure 4. Default DealCloud Groups to add to rest profiles

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.

Figure 5. Do not deprovision users upon change of profile

Provision All Employee(s)

All user(s) will be provisioned on DealCloud.

Figure 6. Provision All Employees

Provision User

You can decide to either provision or deprovision using Access.

• 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.

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

Figure 7. Configure lifecycle operations for DealCloud

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.

Figure 8. Select DealCloud attributes