Introduction
Business rules are what tell HelloID's provisioning processes what to do and when. Whether you want to grant accounts to new employees five days before they arrive, assign group memberships, or terminate accounts when employees leave, business rules are how you go about it.
The Business Rules Overview
From the provisioning dashboard, you can click on the Business Rules icon, or on its corresponding link in the navigation. This will take you to the Business Rules overview. The overview is broken out into four distinct sections, as detailed below.
- Business Rules
This area displays the business rules that are currently present in HelloID. Business rules can be added, edited, or removed in this area. Each business rule can be in a published or a draft state. Business rules in a draft state are not enforced until they are published. You may search and filter the list of business rules with the search box at the top of the list. - Persons
If you have run an evaluation already, you may select a published business rule to get a list of persons to whom the rule will apply. The list will show up in this pane. You may search through the list by typing any part of a person's display name in the search box.
