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NIM Onboarding tutorial

With NIM Onboarding, you provide new users with secure access without having to communicate passwords. Follow the documented setup and validation steps.

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This edited text version summarizes the auto-generated captions. Repeated wording and pauses are omitted; it is not a verbatim transcript.

  1. Prepare the target account system, authoritative identity data, email/SMS delivery, and valid HTTPS. Enable Internal onboarding records and relate them to target accounts through stable identifiers.

  2. Build creation and single-user lookup filters, including record expiration and a secure identifier. Map the records into the Internal table and run the creation job. Configure a matching onboarding profile with the intended verification forms.

  3. Define trusted action variables and target actions that set the verified user's password and account state. Add welcome and one-time-code notifications with the appropriate event variables and personalized start link.

  4. Test a real onboarding record and confirm the lookup returns exactly one person. Follow the profile URL with its exact casing, complete verification, choose a password, and confirm the resulting target account can sign in. Use the current guide for detailed configuration.

Use the related guide for current written instructions. This page inherits its NIM service baseline from that guide; it does not identify the release shown in the recording.