Overview

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

Figure 1. Zapier 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 thee Group memberships in AD to define Roles. For example:In Figure 2, user(s) with Department "Product Development" will get provisioned. Only users who get a Role assigned based on the conditions, will be provissioned. If the user is unassigned from a role based on their updated profile in AD, and you have selected to deprovision using Hire2Retire, user will be deprovisioned from Zapier.

Figure 2. Provision users with following rule definitions

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

Figure 3. Do not deprovision users upon change of role

Process All Employees

All user(s) will be provisioned on Zapier.

Figure 3. 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 Zapier 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 Zapier upon deprovisioning.

Figure 4. Configure lifecycle operations for Zapier

Map attributes on Zapier

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

Figure 5. Select Zapier attributes