Overview
Using the Access on Hire2Retire
you can provision and deprovision users on Monday.com.
Read the official documentation of Monday.com here.
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. For Example, in Figure 2, the rules are defined on the basis of Department (Equals) and Job title (Equals). If the rules are passed then only user(s) will get provisioned. If no rule passes and the user(s) is present in Monday.com then deprovisioning is performed for the user(s).
You can enable the "Do not deprovision app access upon change of profile or role" checkbox to prevent users from being deprovisioned on Monday.com due to a role mismatch.
Process All Employees¶
All user(s) will be provisioned on Monday.com.
Provision User¶
You can decide to either provision or deprovision user(s) using Access.
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Provisioning - You can provision one or more user(s) to Monday.com according to the requirement. User(s) can be created, updated, or reactivated in provisioning operation.
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Deprovisioning - You can deprovision one or more user(s) according to the requirement. User accounts will be deactivated on Monday.com upon deprovisioning.
Map Attributes on Monday.com¶
You can populate a user's profile in Monday.com by mapping attributes incoming from the AD. You can also use Hire2Retire's powerful data transformation capabilities using Excel Style functions.