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Build your first identity automation workflow

From connected data to a verified change

Build one workflow using your organization's own systems and the records selected by the implementing administrator. Start with a specific account change, verify it in the target, then configure how the workflow runs.

At a glanceDirect link to At a glance

Build a first NIM identity automation workflow in five stages: choose one outcome, connect the source and target systems, relate and select the right records, map one target-system change, then run and monitor a job. Keep the scope deliberately small until the change is verified in the target system.

Verify success: The selected target record has the intended change, the mapping and job are saved, and a manual run completes with the expected job result before you enable a schedule.

Before you beginDirect link to Before you begin

  • Complete Installation and confirm your license is active.
  • Read How NIM works.
  • Arrange access to your source and target systems and permission to change the selected records.

Follow the workflowDirect link to Follow the workflow

Each page has one wizard. Use its tabs to work through the current task, then continue to the next page.

1
Prepare your first workflowChoose one outcome and define the data and access you need.
2
Connect your systemsConnect your source and target, then inspect the data NIM collects.
3
Match and select recordsRelate records across systems and select the population for your first change.
4
Create and test a changeMap your source values to the target and verify one selected operation.
5
Run and monitor your workflowCreate a job, validate a manual run, and decide when to enable a schedule.

What you will have at the endDirect link to What you will have at the end

A verified target-system change, a saved mapping and job, and a sync task you can run and monitor. The exact connector settings and attributes depend on your systems; each stage links to the relevant detailed guides.

Choose what to build nextDirect link to Choose what to build next

After completing your first workflow, choose the next capability that fits your implementation. Reuse the data and automation you have already configured.

Automate provisioning

Create, update, and disable accounts from trusted source data. Use your own source data and the account population selected for your implementation.

Create your first mapping →

Model access with roles

Use roles to consistently assign group membership and access based on department, position, location, or another business rule.

Explore role models →

Deliver controlled self-service

Give people secure, focused forms for routine requests such as password reset, account tasks, and group changes.

Explore NIM Apps →

Onboard new users securely

Let people claim prepared accounts, prove their identity, and set their own password without sharing credentials.

Explore onboarding →

Connect an integration

Review supported operations, setup guidance, and troubleshooting for the platforms your organization already uses.

Browse integrations →

Follow a guided tutorial

Follow a complete, task-focused walkthrough using the environment and records selected by your administrator.

View all training →
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