📖 2 mins read
  • Launch GAT+
  • Under Configuration select Flow (new UI)

GAT+: How to OnBoard one user 1

  • A new tab will be open – click on Login
    • Select Create workflow ( 1 )
    • Under Workflow type ( 2 )
    • Enter workflow name ( 3 ) Onboard one user
    • Select the Workflow type  ( 4 ) Onboarding

GAT+: How to OnBoard one user 2

  • Once those options are selected, it will automatically lead you to Select users

GAT+: How to OnBoard one user 3

  • Select the domain ( 1 ) and pick up the prefixes for the future account ( 2 ).GAT+: How to OnBoard one user 4
  • Select Add new user ( 1 )
  • Fill in the username and password ( 2 ) – the email will be generated based on the selected prefixes
  • You can also import multiple users via spreadsheet ( 3 )
  • Click on Go to action ( 4 ) to proceed

GAT+: How to OnBoard one user 5

  • Under choose actions  ( 1 ) pick any of the actions ( 2 ) you would like to add to the account you are creating.
  • Select Add user to groups just pick the groups and they will be addedGAT+: How to OnBoard one user 6
  • Click on Set user signature then add in the designated field.

GAT+: How to OnBoard one user 7

  • Select Copy user contacts – a new tab will be displayed select the user to copy from and filter by a label.

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  • Once you ready with the actions select Send approval request on the bottom left ( 1 )GAT+: How to OnBoard one user 9
  • Pop up window will be displayed to confirm

GAT+: How to OnBoard one user 10

  • Click Yes to send the request to the Security officer for approval.
  • You will be redirected to the Workflow result  ( 1 ) where you can see the status ( 2 ) of the request.GAT+: How to OnBoard one user 11
  • By selecting ( 3 ) you can see details of the requestGAT+: How to OnBoard one user 12
  •  The Security officer will receive an email notification for Approval of the request.
  • Under Approvals – the Security officer can select the request, click on details ( 2 ).GAT+: How to OnBoard one user 13
  • Check in the details and approve the request ( 1 )GAT+: How to OnBoard one user 14
  • Once it is approved, the account will be created. Check the Workflow results.
  • The user k.smith@gedudemobsn.com has been created along with the actions. Added to two groups, copy contacts from another user and set up an email signature.GAT+: How to OnBoard one user 15
  • The user is created and signature is set up.

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