Skip to content

Overview

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

FactSet Application on Hire2Retire

Figure 1. FactSet 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. The Roles are used to assign specific privileges and licenses in FactSet.

Process All Employees

All user(s) will be provisioned on FactSet.

Provision User

You can decide to either provision or deprovision using Provisioning.

You can provision one or more user(s) according to the requirement. User(s) can be created, updated or reactivated in provisioning operation. You can deprovision one or more user(s) according to the requirement. User(s) can be terminated in deprovisioning operation.

Map attributes on FactSet

You can select the attributes provided by FactSet 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.