Global Consumer Onboarding Policy
The Global Onboarding Policy enables an automated onboarding to address the following scenarios:
If the user does not explicitly specify an organization, the policy onboards the user in the organization defined in the Onboarding Organization action of the policy. By default, it is set to Default Organization.
If the user specifies an organization which does not currently exist in the
CentraSite registry, the policy creates the new organization, and onboards the user in the new organization with an Organization Administrator role.
On successful onboarding of an user within the specified organization, CentraSite performs the API consumption process that has already been initiated.
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.
