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How do I create a user management automation rule for an account?

Updated Apr 30, 2021

As an admin, you may be able to create user management automation rules for your account. Automation rules must be created manually.

For a user management rule to work, you must specify the Videri user role as well as your institution's staff classifications and position titles. Before creating automation rules, you should create user roles and verify staff classifications and titles in your admin Settings. Once a rule is created and published in your account, any new user whose classification and title meet your rule parameters is automatically added to your Videri account after a nightly sync. Existing Videri user accounts with classifications and titles that meet the rule parameters are also updated to reflect the rule's assigned user role.

Once a rule is created, the rule name cannot be edited. However, you can edit the associated user role and conditions.

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].

Add Rule

Add Rule

Click the New Rule button.

Add Rule Name

Add Rule Name

Enter the rule name in the Rule Name field.

Add Mapping Details

Add Mapping Details

In the Map To section you can select the user role and rule priority.

Click the Role drop-down menu [1], then select a user role from the list. The Role list displays a list of all user roles in your account.

If one or more rule may apply to an individual user, enter a number in the Priority field [2]. The highest priority is 0 and any higher number designates the rule as a default role.

Add Conditions

Add Conditions

In the When These Conditions Are Met field you can specify which conditions qualify a user for the role.

To select staff classifications for the rule, click the Staff Classification field [1]. The list displays all classifications in your account, and you can select multiple classifications.

To select positions for the rule, click the Position Title field [2]. The list displays all titles in your account, and you can select multiple titles.

To remove a classification or title, click the Remove icon [3].

Preview Result

Preview Result

Before saving your role mapping rule, preview a list of users whose roles will be affected after the rule is published. Click the Preview result button.

View User List

View User List

View the users affected by the rule.

To close the preview, click the Close button.

Save Rule

Save Rule

To save the rule as a draft, click the Save as draft button [1].

To save and publish the rule, click the Save and publish button [2]. Users at your institution whose classification and title meet mapping rules will be added to Videri and thier user role automatically assigned.

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