Overview
Using the provisioning capabilities on Hire2Retire
you can provision and deprovision (create, update, terminate and reactivate) users on Zendesk.
Read the official documentation of Zendesk here.
Define Role Definition¶
Role definition is a critical component of SCIM provisioning. By defining roles, users can specify which roles should be provisioned under selected SCIM applications and determine which licenses can be assigned to those roles. This enables greater control and flexibility in managing user access and permissions within an organization's IT environment.
There are two provisioning types available in Hire2Retire:
- Define Role(s): Role based provisioning
Create rules based on AD/Entra ID/Hybrid attributes. For performing provisioning operation, atleast one rule should be passed. For Example: In Figure 2, the rules are defined on the basis of Common Name (Equals).
Note: If none of the rules are met and the deprovisioning checkbox is marked and the user(s) is present in Zendesk then the deprovisioning process is performed for the user(s).
Map the rules defined in first table with the role(s) provided by Zendesk. Read the official documentation for roles provided by Zendesk.
you can also select default roles in Zendesk. Selected default roles will be assigned to those user(s) for whom the rule is passed in first table but it is not mapped in the second table.
- Process All Employees:
This feature allows you to perform provisioning and select a single role for all user(s) on Zendesk without defining any rules.
Provision User¶
Configuring Operations to be performed on Zendesk¶
Provision User(s)¶
You can provision one or more user(s) according to the requirement. User(s) can be created, updated or reactivated in provisioning operation.
Deprovision User(s)¶
You can deprovision one or more user(s) according to the requirement. User(s) can be terminated in deprovisioning operation.
Select attributes on Zendesk¶
You can select the attributes provided by Zendesk 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.
These are some of the common attributes that you can map. Click on +
icon to map more attributes