Setup
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Configure User Onboarding
Introduction
5 min
this guide provides the initial setup instructions for the activate identity & access manager – create user task this task enables automated user onboarding either through a business user driven web form or automatically via an hris connector by the end of this guide, you’ll have created your first user via activate overview the create user task automates the provisioning of new users across on premises and cloud environments it can integrate with hr systems, enforce naming conventions, and apply role based access automatically features the create user task performs the following actions creates a new user object in active directory and optionally in azure ad sets a one time password for secure initial access assigns a manager in ad for future approval workflows provisions an on premises or exchange online mailbox configures a home drive and profile folder adds the user to activate roles , which may include default ad and microsoft entra id group memberships prerequisites before configuring the activate identity & access manager, several prerequisites must be met to ensure a smooth and compliant implementation the following sections outline the key preparation tasks and permissions required platform preparation understand your environment determine the overall environment architecture and directory setup architecture type on premises only, hybrid, or cloud only directory structure identify key organisational units (ous) and naming hierarchies identify the source of user data define where new user information will originate manual entry data entered directly via activate web forms hris integration data sourced automatically from an hr system (e g , workday, sap successfactors) gather key configuration data before setup, confirm and document the following mailbox naming convention (e g , firstname lastname\@domain com) email alias format and supported domain names naming standards for samaccountname and logins department and location structure for entitlement assignment source system readiness — ensure directories, hr systems, and service accounts are accessible password policy and complexity rules permissions and access requirements the required permissions vary depending on the selected architecture (on premises, hybrid, or cloud) refer to the active directory permissions and required permissions reference documents for detailed guidance on permission assignments