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Setting up automatic assignment

To set up automatic assignment:

  1. Determine what resources (managed groups or roles) you want to automatically provision.

    Do this by configuring group auto assignment or role auto assignment options.

  2. Determine who should have the resources.

    Configure user classes to determine if a user is allowed to be assigned the resource.

  3. Set the AUTO ASSIGNMENT PROPAGATE REQUESTER variable in Workflow > Options > Automation to define the profile ID to use for automated requests. Configure other automation options if required.

  4. Set up authorization for automatic assignment by assigning authorizers at the resource level, or determine authorization dynamically with a plugin program or user class.

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