Inviting Users to Register with IdentityNow

As an Admin or Helpdesk Admin, you can configure IdentityNow to send an email to users who are enabled in the system but not yet registered, to invite them to register as users.

There are a few ways you can invite users to register with IdentityNow:

  • Manually, on the basis of their identity. (This is the default invitation option for identity profiles.)
  • Automatically, on the basis of their identity profile
  • Automatically, when they move to a new lifecycle state that’s enabled for your site

You can use the default user invitation email template or choose another one from the list of available templates. You can also configure several fields in the template used to generate the email invitation.

You can also test the email invitation to preview what the email will look like before sending it in your production environment.

The email will include a system generated user name and a link to register. After a user clicks the link in the email and completes the process to register themselves with IdentityNow, they’ll have access to their Launchpad (and any other relevant features configured for your org).

NOTE: Invitations expire after 7 days. If you’ve configured invitations to be sent automatically, IdentityNow resends a new invitation whenever one expires. Otherwise, you’ll need to manually re-send invitations to users if their invitation expires before they use it to register.

 

PREREQUISITES:

  • Configure the foundation data for your IdentityNow site.
  • Ensure that each user has a unique, valid email address in the authoritative source configured for your IdentityNow site. 
    The same email address should not be used for more than one user, as IdentityNow will only send an email to the first user encountered when it searches the source system -- any other users associated with that email address will not be invited to register with IdentityNow.

 

Inviting Users Manually

By default, all identity profiles are configured to invite users manually. When you invite users manually, an email invitation to register with IdentityNow will be sent to each user, at their work email address. This is helpful after you’ve reset an identity.

  1. Go to the Identity List.

  2. Select the check box for each unregistered user you want to invite.

  3. Click Invite Users to send the email invitation.
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You can also use the Identity List to monitor registration activity and re-send invitations to unregistered users if their invitation expires before they use it to register. If you configure your identity profiles to automatically invite users, the system will automatically resend the invitations when they expire.

 

Inviting Users Automatically

If you choose an automatic invitation option, an email invitation to register with IdentityNow will be sent automatically whenever a source aggregation adds a new user to the identity profile.

If you also select a specific lifecycle state, the invitation will be sent after the user enters that particular lifecycle state, only. Invitations will not be sent to identities that are already in that state at the time you save this invitation option.

  1. In the Admin interface, go to Identities > Identity Profiles.

  2. Click the identity profile you want to edit.

  3. Under Invitation Options, select one of the automatic invitation options.

  4. If lifecycle states have been enabled for your org, select a lifecycle state from the Send at Lifecycle State drop-down list.

    NOTE: This field is only visible if lifecycle states are enabled.

  5. Click Save to save your invitation options.

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If you selected a specific lifecycle state, the invitation will be sent whenever an identity with the corresponding identity profile moves into that state (e.g., Active). 

Otherwise, the system sends invitations in batches of 10000, every two hours. It may take longer for invitation emails to be sent, depending on the number of orgs on the pod.

Version history
Revision #:
9 of 9
Last update:
‎Jul 28, 2020 04:09 PM
Updated by:
 
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