Overview

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

Figure 1. Klaviyo Application on Hire2Retire

Define Provisioning Criteria

Provisioning Type

Provision Employee by Role

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 roles in Klaviyo. 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 Klaviyo then deprovisioning is performed for the user(s).

Figure 2. Provision users with the following rule definitions

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

Figure 3. Do not deprovision users upon change of profile or role

Provision All Employee(s)

All user(s) will be provisioned on Klaviyo.

Figure 4. Process All Employee(s)

Provision User

You can decide to either provision or deprovision user(s) using Access.

• Provisioning - You can provision one or more user(s) to Klaviyo 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 deactivated on Klaviyo upon deprovisioning.

Figure 4. Configure lifecycle operations for Klaviyo

Map Attributes on Klaviyo

You can populate a user's profile in Klaviyo by mapping attributes incoming from the AD. You can also use Hire2Retire's powerful data transformation capabilities using Excel Style functions.

Figure 5. Klaviyo Attributes on Hire2Retire