Business rules are what tell HelloID's provisioning processes what to do, and for whom. They are how you define, for example, how employees get their accounts created five days prior to their official start date. Or how users in a certain department get specific group memberships.
Add a new business rule
On the Business Rules Overview page, click on the plus sign button in the Business Rules pane. This will take you to the New Rule page.
The New Rule page is split into the following sections.
- Rule Name
This is the name of the new rule that you are creating. Provide a name that is brief, but descriptive.
- Rule State
Rules can be in a Draft or Published state. When you create a new rule, it is automatically a draft until you click Save & Publish.
Conditions act as filters. They allow you to limit the persons to whom the business rule will apply. By default, all new conditions are applicable to those with an active employment contract. You may change or add criteria as you see fit, such as limiting the rule down to members of a certain department. Learn more about configuring conditions here.
This is a list of all persons records that qualify for the rules listed under the Conditions section. This is very useful for seeing if the rule you are creating will be applied to the correct people.
This area allows you to grant entitlements to the qualifying persons. An entitlement is something that can be both granted and revoked, such as an account, access to that account, or membership to a group. The types of entitlements available are defined by your connected target systems. Learn more about configuring entitlements here.
When you are finished setting up your new rule, you can click Save to safe it as a draft, or you can click Save & Publish to publish the rule and use it during enforcement.