Grant Access to New Joiners

Navigate to the 'Workflows' module and select Onboarding' from the dropdown.

Then, click on '+New Playbook' to create a provisioning playbook for new joiners. Next, simply search for applications you want to grant access to using the '+' option. Upon selecting any application, Zluri will auto-recommend relevant in-app provisioning actions.

Search for Okta and select it. Click on the 'Add a user' action to add new users to Okta, and select 'Add user to Group' (e.g., Engineer) to assign them to a specific group.

Also, you can assign them access to must-have applications like Slack via SSO by selecting the 'Add user to the application via Okta' action.

A list of in-app provisioning actions will appear under 'Recommended actions.' You can select from several available actions in the 'Add actions' module on the left panel.

Next, click '+,' search for Jira, and select it. From the in-app provisioning action recommendations, click on the 'Add a user' action to add new users to Jira. Then, click on the 'Add user to a project' action to grant new users access to specific projects on Jira and assign them relevant roles.

Now, click '+,' search for GitHub, and select it. From the recommended actions, create a manual task, select 'Custom Template'. Then, add the title and description of the task to notify IT admins about granting new users GitHub access. You can choose the platform through which the notification will be sent – 'via Mail,' 'via Jira,' or 'via Slack.'

Then select 'Add user to repositories' to assign access to particular repositories.

Further, click on 'Add conditions' to define custom rules for repository access. For instance, you can set a rule like: 'If' Condition — The user's current designation equals 'Software Engineer.' 'Then' Condition — They will get 'Triage' access to one repository. 'And' Condition — The user's current designation equals 'Engineering Manager.' 'Then' Condition — they will get 'Admin' rights to three repositories.

Once done, click on 'Save conditions.' When you're done adding the applications and choosing in-app actions, click on 'Publish Playbook.'

Now go back to the 'Onboarding' workspace, select the 'Automation Rules' tab, and click on '+New Rule' to configure when the joiner playbook should trigger.

Once clicked, you'll be redirected to the rule configuration page. Here, you have to specify the following: 'When' – User is marked for onboarding 'Condition' – Primary source 'equals' Workday_1 "AND" user current department 'equals' Engineering. 'Then' – Add a time delay to wait for '2 days,' to run the new joiner provisioning playbook on the onboarding date and time.

Once the conditions are met, Zluri will automatically execute the specified actions defined within the new joiner playbook at the scheduled time.