How do I create a user management automation rule for an account?
Updated on Sep 17, 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.