# Provisioning

The CallRail connector supports provisioning, allowing you to create and manage accounts and entitlements in CallRail directly from SailPoint.

**Prerequisite:** Your system is configured for provisioning.

When SailPoint provisions new accounts to the source, it uses the attributes on the **Create Account** page as instructions or a template for what to include in the account. This page is also referred to as the *provisioning policy*.

When new access is granted on a source where a user does not already have an account, SailPoint automatically includes account creation in the provisioning. This applies whether provisioning is started from an access request or from an automated role or lifecycle state assignment.

For direct-connect sources, SailPoint automatically creates the account from this configuration. If the source is not configured as a direct-connect source, SailPoint creates and assigns a provisioning task to the source owner and includes the values for the source owner to use in manually creating the account.

> [!IMPORTANT]
>
> This section describes the default **Create Account** configuration. SailPoint recommends that you work with Services to define a provisioning configuration specific to your company's needs. Be sure to verify large changes to the provisioning policy before implementation. Failure to do so might cause provisioning to fail.

## Default Create Account Attributes

| Account Attribute | Generator | Description |
| --- | --- | --- |
| first\_name | Identity Attribute - First Name (firstname) | The user’s first name. |
| last\_name | Identity Attribute - Last Name (lastname) | The user’s last name. |
| email | Identity Attribute - Work Email | The email address the user will use to sign in to CallRail and receive call or text message notifications. |
| role | static (reporting) | The level of access the user should have to your CallRail Account or Companies (either “admin”, “reporting”, or “manager”). When creating profiles, any of the roles can pass with a static value.(The reporting role will be attached by default). |

> [!NOTE]
>
> A newly created account will remain in a “Pending User” state, and will be disabled in SailPoint.