Overview

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

Figure 1. Fivetran 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 priviliges and licenses in Fivetran. 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 Fivetran then deprovisioning is performed for the user(s).

Figure 2. Provision users with following rule definitions

Map the rules defined in first table with the Roles set(s) provided by Fivetran.

• Roles in Fivetran are a way to group together users who have similar responsibilities. They are used to define the permissions and responsibilities of a specific role in an organization, rather than the permissions and settings of a specific group of users.

Figure 3. Role to License Mapping

You can also select default roles in Fivetran. For if and only if 'Developer' Role is passed and it is not mapped in the second table then the selected default Profile, Role in Fivetran and Permission Set(s) will be assigned to the user(s).

Figure 4. Default Role in Fivetran to add to rest roles

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

Figure 5. Do not deprovision users upon change of profile or role

Provision All Employees

All user(s) will be provisioned on Fivetran.

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 the Fivetran 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 deleted from Fivetran upon deprovisioning.

Figure 7. Configure lifecycle operations for Fivetran

Map attributes on Fivetran

You can select the attributes provided by Fivetran 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 8. Select Fivetran attributes