Overview

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

Figure 1. GoHighLevel 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 GoHighLevel. 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 GoHighLevel then deprovisioning is performed for the user(s).

Figure 2. Provision users with following rule definitions

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

• Roles in GoHighLevel are a way to group together users who have similar responsibilities. They are similar to profiles, but they are more abstract and are typically 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.

• Permission sets in GoHighLevel are a way to grant users specific permissions to access and modify data in GoHighLevel. They are similar to roles in GoHighLevel, but they are more granular and can be assigned to individual users or groups of users.

You can also select default roles in GoHighLevel. 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 GoHighLevel and Permission Set(s) will be assigned to the user(s).

Figure 3. Setting Default Roles and Permission Set(s) in GoHighLevel.

Process All Employees

All user(s) will be provisioned on GoHighLevel.

Figure 4. Process All Employees

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.

Figure 5. Configure lifecycle operations for GoHighLevel

Map attributes on GoHighLevel

You can select the attributes provided by GoHighLevel 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 6. Select GoHighLevel attributes