Rules

You can create rules that automatically group memberships and assigned roles or modify attribute values for users that fall under the conditions you set.

A user can only access the Rules configuration menu within a platform if they have at least one Admin role that grants them that permission.

Example

Consider the case of five companies (two head offices and three subsiduaries):

• GlobalCover Insurance Solutions comprises three subsidiaries:

  1. GlobalShield Assurance Services

  2. SecureLink Insurance Agency

  3. UniversalSafe Brokers

• SecureShield Insurance Brokers comprises two regions:

  1. Asia Pacific

  2. Europe

The following structure models the partner arrangements across subsidiaries and regions.

In this example, Andy Bernard works for both SecureLink and ProActive. Although he has a single account, he can have different access roles for each company.

The groups in a structure can be created:

• Statically: by initially defining a set of groups.
• Dynamically: by setting a rule that creates groups based on specific conditions. For example, if a user's “is_employee_of” attribute does not equal an existing group, then the group will be created and the user will be assigned to it.

Add A rule

To add a rule:

1. On the OneWelcome Identity Platform, select Add rule > General.

2. Enter a code, name, and description in the fields provided.

   

   This example of a rule changes the attribute value for the job type for all the users that match the attribute-related criteria.

3. You can restrict the scope of the rule by adding structure or attribute-based conditions. A rule can contain several conditions.

   

   Based on the selected conditions, Affected users displays the users that will be affected by the rule. The list may change if users' attributes or their associated groups change.

   

4. Specify the new Attribute value that will be assigned to the users in scope.

   

5. Schedule when the rule will run. See Jobs for more information.