Rapid Setup Configuration

Use the Rapid Setup configuration to set global options for Rapid Setup. Rapid Setup global configuration is accessed through the Gear Icon > Global Settings > Rapid Setup Configuration.

Configuring Rapid Setup includes defining:

  • Which processes are enabled system-wide

  • How identities are selected for joiner, mover, and leaver processes

  • Which business processes to use for the joiner, mover, and leaver processes

  • Whether to use rules as part of processing identities, and which rules to use

  • The email templates to use for notifying managers or workgroups about processing events

  • Other options that are specific to the various processes

Each process is enabled and configured on its own tab:

General Information for Rapid Setup Configuration

  • Red asterisks indicate required fields or options.

  • Be sure to save your changes as you configure each process. A solid dot on a tab title indicates that changes were made on the current tab and have not been saved. When you save your changes, a checkmark appears on the dot, to indicate that changes have been saved.