Configuring the Global Onboarding Policy
The Global Onboarding Policy has input parameters that you must set to enforce the consumer onboarding.
To configure the input parameters for Global Onboarding Policy
1. Display the Global Onboarding Policy Details page whose actions you want to configure. If you need procedures for this step, see the CentraSite User’s Guide .
2. On the Actions tab do the following:
a. Mandatory. To configure the Initiate Approval action, set the following parameters:
Mandatory. Approver Group: Specify the designated group of approvers.
Mandatory. Approval is needed from: Specify an approval mode
All or
Anyone.
b. Click Save to update the parameter settings.
For more information about configuring the Initiate Approval action, see the CentraSite Developer’s Guide .
c. To configure the Onboarding Organization action, set the following parameters:
Mandatory. Onboarding Organization: Specify the organization to which you want to onboard the user as a consumer, when user requesting for an account has not specified any organization. By default, it is set to Default Organization.
Onboarding Success Message: Specify a notification template for the consumer onboarding success message. By default,
OnboardingSuccessMessage.html.
d. Click Save to update the parameter settings.
