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BambooHR Provisioning & Deprovisioning


BambooHR User Provisioning allows to create account in a simplified way and link BambooHR users' account to their existing or new apps. BambooHR Provisioning automates user provisioning with their identities. BambooHR User Provisioning enables a user to get instant access to their third-party apps with a single click.

Provisioning saves time when setting up new users and teams, and also manages access privileges through the user lifecycle. miniOrange can create, read, and update user accounts for new or existing users, remove accounts for deactivated users, and synchronize attributes across multiple user stores.

Deprovisioning means deleting a user and removing their access from multiple applications and network systems at once. Deprovisioning action is triggered when an employee leaves a company or changes roles within the organization

The deprovisioning features increase your organization's security profile by removing access to sensitive applications and content from people who leave your organization.

BambooHR Provisioning

Prerequisites

  • BambooHR Provisioning prerequisites
    • You should sign-in to the BambooHR as an administrator with webhook access.
  • miniOrange prerequisites

Provisioning & Deprovisioning Scenarios


miniOrange provides solutions for all scenarios of provisioning, which includes AD Integration, LDAP Integration and automated provisioning for all External Applications such as Office 365, Google Workspace, BambooHR, etc



Follow the Step-by-Step Guide given below to setup BambooHR Provisioning

1. Setup Provisioning in BambooHR

  • Login into miniOrange Admin Console.
  • Go to Apps >> Add Application >> Provisioninig >> BambooHR.
  • BambooHR Provisioning : Select provisioning

    BambooHR Provisioning : Select BambooHR application

  • Give a Custom Application Name and copy the API Base URL.
  • Click Save.
  • BambooHR Provisioning : Provisioning setup

  • Login to your BambooHR Admin Account.
  • Go to Settings >> Webhooks >> Add Webhook.
  • BambooHR Provisioning : BambooHR admin dashboard

  • Give a name to the webhook.
  • One by one, select the fields that you want to monitor like First Name, Work Email, Phone etc.
  • BambooHR Provisioning : BambooHR dashboard- Add attributes

  • Search for the fields that you want to post.
  • For the below mentioned selected fields, the Post Var should be exactly same with the one mentioned.
  • Selected Field PostVar
    First Name firstName
    Last Name lastName
    Work phone phone
    Work Email email
    Status Status
  • For adding any other Selected field, the Post Var should be customAttribute extended with number. For eg. If selected field is Gender, then Post Var should be configured as customAttribute1. Upto 30 custom Attributes can be added.
  • Set the data format as JSON.
  • In Post to URL field, paste the url that you copied from the miniorange BambooHR app. The url should be like https://login.xecurify.com/moas/provisioning/api/webhook/bamboohr/syncusers/...
  • Click on Generate Key. Copy the generated key and paste it in Access Token field of Miniorange BambooHR app.
  • BambooHR Provisioning : BambooHR admin dashboard- setup provisioning

  • Save the BambooHR webhook.
  • Navigate to minOrange portal.
  • Enable the Provisioning features as per your requirement and save the BambooHR App.
  • BambooHR Provisioning : Enter Access Token

  • Now, if you have used any CustomAttribute, then that have to configure the same in MiniOrange as well. In order to do that, follow the steps below:
    • Go to Users >> User Profile Fields.
    • Add the configured custom attributes with suitable field type.
  • Now, the BambooHR setup is done. Creating, updating or deleting a user in BambooHR will perform the respective operation in minOrange.

2. Import Users

  • Go to Import Users Tab and select BambooHR from the dropdown. Click on Import to create users in miniOrange.
  • BambooHR Provisioning Import Users

  • Once the import is done. You can view these users in Users >> User List.

3. Create Users

  • To create a user in miniOrange, Go to Users >> User List >> click on the Add User button.
  • Fill out user basic information and click on Create User button.
  • BambooHR Provisioning Add User

  • After creating user in miniOrange it will automatically create the same user in BambooHR.

4. Edit Users

  • To update user profile, Go to Users >> User List.
  • Select a particular user and in Actions dropdown select Edit.
  • BambooHR Provisioning Select Edit User

  • Fill out user updated information and click on Save button.
  • BambooHR Provisioning Edit User

5. Delete Users

  • To delete user, Go to Users >> User List.
  • Select a particular user and in Actions dropdown select Delete.
  • BambooHR Provisioning Select Delete User

  • A pop up will appear in which click on Yes button.
  • BambooHR Provisioning Delete User

6. Password Sync

  • To send password sync emails to the users with link to reset their BambooHR account password, Go to Users >> User List and click on On Boarding Status tab.
  • Select users and in Select Action dropdown select Send Activation Mail with Password Reset Link.
  • Click on Apply.
  • BambooHR Provisioning Password Sync

  • Click on the activation link and it will direct to reset password.
  • Once, the new password is set it will be synced.

External References



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