User Provisioning & Access Management

New hires get the right access on their first day, and leavers are locked out the moment they go.

36 hrs
Time saved/month
9
Companies have mapped
Map This Automation

About This Automation

User provisioning requires IT staff to manually create accounts across multiple platforms, assign permissions, and track access for each new hire. Manual steps across email, collaboration, and cloud tools create delays and errors.

Automation validates hire details, creates accounts in bulk, assigns role-based access, and logs everything automatically. New employees gain full access on day one with zero manual account creation.

Key features
Validate new hire requests against HR records and manager approvals before provisioning starts
Create accounts automatically across email, collaboration, and productivity platforms
Assign role-based access permissions to shared drives and business applications in bulk
Generate audit logs and access tracking records automatically for compliance
Send welcome credentials and onboarding details to new hires and their managers
Flag incomplete requests for manual review without blocking the rest of the workflow

How The Automation Works

The full workflow, from trigger to completion.

1. New Hire Form Submittedtrigger

HR submits a new hire request with employee name, start date, department, role, and manager approval.

2. Validate Hire Details

The automation checks the submitted data against HR records, confirms required approvals, and flags any missing information for manual review.

3. Create Account

The automation creates a account with the employee's name and email, sets a temporary password, and configures basic settings.

4. Create Account

The automation creates a account, assigns the appropriate license tier, and configures mailbox and OneDrive.

5. Add Workspace

The automation invites the user and assigns them to department and role-based channels based on a pre-configured mapping.

6. Grant Department Access

The automation assigns the user to shared drives, project management tools, and business applications based on their role and department.

7. Log Access in Tracking Sheet

The automation records the new user and their assigned access permissions audit log.

8. Send Welcome Notification

The automation sends a welcome email with credentials and system access details to the new hire and notifies their manager that provisioning is complete.

4 reasons to map this process

1

It's completely free

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2

You get a complete build plan

A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.

3

You see your real numbers

Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.

4

There's no obligation to build

Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.

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Frequently asked questions

Everything you need to know before mapping this process.

This template is a starting point based on how other businesses handle this type of work. When you map your process, you describe exactly how your team does it and the automation is built around your workflow, not a generic template.

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Estimated Time Saving
36hrs/month
Process pain:7.8/10
Mapped by:9 Companies

Map this to your business to get your exact numbers.

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