Configuring the Consumer Onboarding Policy
The Consumer Onboarding Policy has input parameters that you must set to enforce the consumer onboarding.
To configure the input parameters for Consumer Onboarding Policy
1. Display the Consumer 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. On the Initiate Approval action, set the 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.
c. On the Onboarding User action, set the parameters:
Onboarding Organization: Specify the organization to which you want to onboard the user as consumer. By default,
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.
