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How do I view, edit, and delete user management automation rules for an account?

Updated Apr 30, 2021

As an admin, you can view and manage user account management rules in your institution's Videri account. Rather than manually manage user accounts and user access for all users in a Videri account, Videri Admins can create user management automation rules. Once created, Videri applies these rules to your institution's nightly data sync and all affected user accounts are automatically updated.

Open Videri Administration Page

Open Videri Administration Page

In the Toolbar, click the Profile icon [1]. Then click the Manage organization link [2].

Open Security

In Administration Navigation click the Security link [1], or on the Videri Administration page, click the Security link [2].

Open User Management Automation

In the Security Management Navigation Menu, click the Roles link [1], or on the Security Management Overview page you can click the Roles link [2].

View Automation Rules List

View Automation Rules LIst

The User Management Automation page displays a list of all user management automation rules configured for your account.

When a rule is published, you can view the most recent publish date in the Revision Date column [1].

The rule name displays in the Name column [2].

The rule status displays in the Satus column [3]. Rule status options include Draft, Published, Inactive, and Deleted.

The user role associated with the automation rule displays in the Role column [4].

You can also create new automation rules [5], filter the list of displayed rules by status [6], and search for specific rules [7]. If your account includes more than ten user management rules, you can view additional rules using the page navigation options [8], and you can view the number of rules in the account [9].

View Rule Details

View Rule Details

To view the revision details for a rule, locate the rule in the Rule list and click the Expand icon [1].

Revision date details display the rule priority [2] and any conditions associated with the rule [3].

To hide the expanded details, click the Collapse icon [4].

Edit Automation Rule

Edit Automation Rule

To edit an existing automation rule, locate the rule in the Rules list and click the Edit button.

Note: You can only edit rules with a Draft or Published status.

Edit Map To Options

Edit Map To Optoins

In the Map To section, you can update the user role associated with the rule. Click the Role drop-down menu, then select a user role in your account.

You can also assign a priority to the role [2]. If a user qualifies for more than one role based on the automation rules in your account, the priority number determines the user's role based on the rule priority. The lower the priority number, the higher the chance the user is assigned the role when they meet the rule conditions.

Note: The rule name cannot be edited.

Edit Conditions

Edit Conditions

In the When These Conditions Are Met section, you can edit the conditions used to determine a user's role assignment. Specify staff roles in the Staff Classification field [1]. Specify position titles in the Position Title field [2].

Save Rule

To preview a list of users whose Videri user roles are impacted by your rule edits, click the Preview result button [1].

To save the rule as a draft, click the Save as draft button [2].

To save and publish your rule for use in your account, click the Save and publish button [3].

Delete Automation Rule

Delete Automation Rule

To delete a user automation rule, locate the rule in the Rule list and click the Delete button.

View Deleted Rule

View Deleted Rule

To view deleted rules, click the Deleted checkbox [1]. Deleted rules display a Deleted label [2]. To preview the rule, click the View icon [3]. To reactivate the rule to draft status, click the Undelete icon [4].

Note: Once a rule is reactivated, the View icon is replaced with an Edit icon.

View Inactive Rule

View Inactive Rule

To view inactive rules, click the Inactive checkbox [1]. Inactive rules display a Inactive label [2]. To preview the rule, click the View icon [3]. Inactive rules cannot be reactivated.

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