Joiner Configuration

The Joiner process defines the operations that are run when a new user joins your organization.

Move the slider to enable Joiner Processing, then configure global behavior for joiner processing.

Note: See Sample Rules for Rapid Setup for information about sample rules included with Rapid Setup.

Option

Description

Generate Approvals

Enable this option if the joiner process should include approvals. The approval path is defined in the Joiner Business Process you specify below.

Note that the default RapidSetup – Joiner business process delegates approvals to the LCM Provisioning business process.

Automatically Join New Empty Identities

Enable this option to include new identities that have no accounts in joiner processing. When this option is enabled, any Trigger Filters you set below for selecting identities are bypassed for new identities.

See Defining Trigger Filters for more information.

Exclude Uncorrelated Identities

Exclude uncorrelated identities from joiner processing. A correlated identity is an identity that has an account on an authoritative application.

Alternative Workgroup for Joiner Completed Notification Email

If you want to send email notifications to a workgroup rather than the manager of the joining identity, choose the workgroup here.

The workgroup you choose here will also be the recipient of the Temporary Password email, if you opt to send one.

Joiner Completed Notification Email Template

Choose an email template to use for notification emails.

For more information on email templates, see IdentityIQ Email Templates.

Send Temporary Password Email

Enable this option to send an email notification with temporary password info to whoever is responsible for managing the new identity's access.

By default this is the identity's manager, but if you choose an Alternative Workgroup (above) for notification emails, the email will go to that group.

If neither a manager or an alternative workgroup is defined for an identity, this email will go to a workgroup that is responsible for identities with no manager. You can choose a "no manager" workgroup specifically for Rapid Setup operations in Miscellaneous Configuration.

Post Joiner Rule

Rules can drive custom actions outside of the standard joiner processes. If you want to run a rule as the final step of the joiner process, choose the rule here. Rules of type PostLifecycle are available to select for this option.

Threshold Type

Identity Processing Thresholds stop lifecycle events before they are fully processed, in case of accidentally-triggered workflows, To enable an Identity Processing Threshold, choose from Fixed or Percentage.

For more information, see Using Identity Processing Thresholds for Error Prevention.

Threshold

Enter a value to use in conjunction with the Threshold Type, for Identity Processing Thresholds.

Joiner Business Process

Choose a business process for the joiner processing.

Trigger Filters

You can set a Trigger Filter to identify which identities are considered joiners if you have a specific attribute (or set of attributes) that identify new identities in your system. If not, use the Automatically Join New Empty Identities option to run joiner processing on all new identities.

See Defining Trigger Filters for more information.