Automation
Updated
by
Arianne G.
With the Automation tab, new users can be automatically generated, along with their data set, organization, and application rights.
This feature is controlled by a preference. If you would like to have it enabled, please contact your account manager or sales executive.
Set up an account for automatic user creation
- In the Administration menu, select User Administration.
- Select the Automation tab.
- Click the Create Automation button. The Create new automation window opens.
If you have an existing automation, and you want to create an automation for an additional federated account, click the Add New button. This button is only enabled if you have access to multiple federated accounts.
- Enter a name and description for the automation.
- Select the account that you want new users to be automatically generated for.
Only federated accounts can use the Automation tab. A federated account is an account that has been set up to securely pass essential user information to us through a third-party authentication platform. If you would like your account to be federated, please contact your account manager or sales executive.
- Select the user type for the new users.
The user type must have an associated user role and data set. Otherwise, you will not be able to select it for automation.
- Click Save. The account is now set up for automatic user creation.
Enable or disable an existing automation
Once you have created an automation for an account, you can enable or disable it with the toggle switch on its left.
