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Overview

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

Quip Application on Hire2Retire

Figure 1. Quip 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. For example, In Figure 2 the rules are defined on the basis of Department (Contains). If the rules are passed then only user(s) will get provisioned. If no rule passes and the user(s) is present in Quip then deprovisioning is performed for the user(s).

Quip ScimManager Table1

Figure 2. Provision users with following rule definitions

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

SmartSheet ScimManager checkbox

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

Map the rules defined in first table with the Roles provided by Quip.

Freshservice ScimManager Table2

Figure 3. Role to Quip Role Mapping

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

Freshservice ScimManager Default Roles

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

Process All Employees

All user(s) will be provisioned on Quip.

Quip ScimManager Process All Employees

Figure 5. Process All Employees

Provision User

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

  • Provisioning - You can provision one or more user(s) to the Quip 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 Quip upon deprovisioning.

Quip Form Operations

Figure 6. Configure lifecycle operations for Quip

Map attributes on Quip

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

Quip Form Attributes

Figure 7. Select Quip attributes