How do I configure onboarding strategy to process user sign up requests?

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

1. Click the menu options icon

from the title bar and click Administration.

2. Select Onboarding.

3. 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.

4. Use the arrow keys next to these strategies to change their order.

The strategies are followed by the order they appear.

5. Click Save.

The onboarding strategy is saved.

Next steps:

User sign up requests are processed based on the onboarding strategy.