User Creation templates

ManageEngine Identity360 comes with a predefined template that can be adapted to create customized templates with attributes that suit an organization's personalized needs. By applying these templates during the user account creation process, only the values for the attributes need to be provided in the templates. Utilizing these tailor-made templates, the identity management process is streamlined, saving organizations time and money.

You can perform these functions in the User Creation Templates tab:

• Create a new template
• Manage existing templates
• Create a template rule
• Manage existing template rules

Create a new template

To create a new template, follow these steps:

1. Navigate to the Universal Directory tab > User Creation Templates.
2. Click the Create New Template button located at the top right corner of the page.
3. Add the template name and directory.
4. Click Creation Rules to setup rules that assign values to fields which match a specified criteria. To learn how to create rules, click here.
5. Use the Enable Drag-n-Drop to customize the template by dragging and dropping the required fields from the Field Tray to the appropriate tab of the template.
6. Click Save Template to complete.

To use your template, click on the Select Template drop-down in the Single User Creation page and select the template that needs to be used.

Manage your existing templates

The User Creation Templates page shows a list of templates that you have created. You can edit, delete, and copy templates with the tools available.

Edit a template

• Click the icon under the Action column of the template you would like to edit.
• After editing, click Save Template to complete.

Delete templates

• Click the icon under the Action column of the template you want to delete.
• If you wish to delete multiple templates, first select the templates and click Delete Template above the list to delete them.

Copy template

• You can create a copy of a template by clicking the icon under the Action column of the template you wish to be copied from.
• Enter the template name for the copy.
• Click Copy to complete.

Template Rules

Template rules help you specify the attributes that should automatically be updated with predefined values whenever a user account is created. The creation rules also enable you to reactively update specific attributes while creating the user accounts. Using these rules, you can set up conditions which, on being satisfied in the user account being created, will trigger auto-population of the desired attributes.

Create a new template rule

1. Click on the Template Rules button at the top right corner of the User Creation Templates page.
2. Click the Create New Rule button at the top right corner of the Creation/Modification Rules page.
3. Add the rule name and description.
4. Click on Add Conditions to specify the criteria.
5. Modify the conditions using the drop-down options and click if you wish to add more conditions.
6. In the Assign Values section, select the attributes and specify the values that the attributes should be updated with if the conditions are satisfied. Click Add.
7. You can edit or delete the values by clicking on and icons.
8. Click Save.

Manage existing template rules

You can edit, delete, and copy rules with the tools available.

Edit a rule

• Click the icon under the Actions column of the rule you want to edit.
• After editing, click Save.

Delete Rules

• Click the icon under the Actions column of the rule you want to delete.
• If you wish to delete multiple rules, first select the rules and click the icon above the list to delete them.

Copy template

• You can create a copy of a rule by clicking the icon under the Actions column of the rule you wish to be copied from.
• Enter the rule name for the copy.
• Click Copy.