Permission for this service: This feature requires Admin or Automation Manager permissions.
SaaS status: The target SaaS must be connected with administrator privileges (including API permissions) sufficient to create and delete accounts.
Check supported SaaS for automation
Check which connected SaaS, and which environment (workspace) for each, you want to include in the automation.
You can check which SaaS support automation on the following screens.
| Automation screen (supported SaaS) | Go to Automation Center > Services > [Add service] > Select service (step 2 of Setup steps). This service continues to expand the services supported for Provisioning and Deprovisioning. |
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| Services screen (supported SaaS) | For support status on the Services screen, see the “Account Lifecycle” section of the Supported SaaS & Feature List. |
Mapping methods
Configure which permission, group, or role to include in the automation.
This service offers two mapping methods to match your operations. The fields available for static or dynamic mapping vary by service. You can typically configure roles, groups, teams, permissions, and licenses.
| Method | What it does | Best for |
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| Static mapping | Assigns the same value (a specific role or group) to every user. | Simple setups, such as adding everyone to a “General” group. |
| Dynamic mapping | Automatically assigns different values based on user information (department, job title, work location, etc.). You can find this information under Directory > People > user details. | Controlling access by attribute, such as granting view access to Sales and edit access to Engineering. |
Setup steps
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Go to Automation Center > Services > Connection settings, then click [Add connection].
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Select a service on the Add service screen.
The services listed under Select service are the currently supported services. Services not listed are not yet supported.
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Select a workspace on the Service settings screen.
If you have multiple workspaces, configure each one separately.
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Configure each field on the Service settings screen, then click [Save].
Select static or dynamic mapping with the radio button, then configure it in the dropdown menu that appears below.
For details on static and dynamic mapping, see Mapping methods. For custom fields, see the configuration steps.
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The mapped service appears on the Connection settings screen under the Services tab.
Next steps
After you complete this pre-configuration, create a workflow that matches your operations.
For setup steps, see also Getting Started with Automations.
