How do I configure onboarding strategy to process user sign-up requests?
About this task
Onboarding strategy determines the process that user sign-up requests must undergo and it is optional. If you do not configure an onboarding strategy, then users' sign-up requests are automatically approved.
This use case starts when you want to configure onboarding process for user registration requests and ends when you have completed the configuration.
Before you begin:
Ensure that you:
- Configure an approval workflow. For information on configuring user registration approval workflow, see How do I configure an approval workflow to process an internal approval onboarding strategy?.
- API Administrator privilege.
To configure user onboarding strategy
- Click the menu options icon
from the title bar and
click
Administration.
- Select Onboarding.
- From the
User onboarding section, enable any or all of
the required strategies:
- Internal approval. Turn on and select the required approval workflow Select a flow. For information on configuring user registration approval workflow, see How do I configure an approval workflow to process an internal approval onboarding strategy?.
- External approval. Turn on to enable external approval. You can notify the required external approving system by creating a webhook. For information on configuring user sign-up notifications to your external approving system, see How do I configure webhooks to notify user sign-up and application requests to an external approval system?.
- Email verification. An email is sent to the email address provided during sign-up. Users must follow the steps given in the mail to get onboarded.
- Use the arrow keys next to
these strategies to change their order.
The strategies are followed by the order they appear.
- Click
Save.
The onboarding strategy is saved.
Next steps:
User sign-up requests are processed based on the onboarding strategy.