Empower Your IT
Onboarding & Deboarding Automations
As organizations grow with additional employees, vendors, and applications, the process of onboarding user accounts to meet evolving business needs becomes more intricate. IDAM solutions can usually address these challenges when set up correctly. However we often find that our IT requirements must conform to the constraints and capabilities of the IDAM tools. Meeting complex demands frequently necessitates collaboration with OEM support, which can result in delays of several days for system modifications or updates, and substantial changes may lead to extra costs.
Our Onboarding/Deboarding Automations are designed for such scenarios, allowing you to maintain your business requirements without needing to adjust them for our solution. We typically handle changes, updates, and bug fixes within 2-3 days, often on the same day.
Here's a sample list of tasks commonly performed during user onboarding.
Connects with Leading Ticketing Tools
🔗 Pulls onboarding requests directly from systems like ServiceNow, Symphony Summit and others.
✅ Ensures automation starts only when valid tickets are available.
Smart Pre-Checks
✔ Verifies essential fields like First Name, Last Name
🆔 Checks for duplicate Employee IDs to prevent identity clashes
Dynamic & Unique AD Login ID
🧩 Crafts a standardized login format
🔍 Searches Active Directory for duplicates
🔁 Automatically modifies login ID if already in use
📧 Composes the User Principal Name (UPN) using standard naming conventions, ensuring it’s globally unique and routable
🔄 Sets extensionAttribute9 to enable smooth directory sync with Microsoft 365 via Azure AD / Entra Connect.
Automated AD Placement
📍 Uses Business Unit, Location, and Role to compute precise Organizational Unit path
📁 Ensures proper AD structure and policy application
Secure AD User Creation & Mailbox
👤 Creates user accounts in Active Directory
🛡️ Enables AD Object Protection to prevent accidental deletions or modifications
🔐 Assigns randomized passwords that exclude confusing characters (like 1, o, s, 0)
📬 Automatically provisions a primary Exchange Online mailbox for the user
📚 Enables Exchange Online Archiving for long-term storage and compliance
☁️ Provisions the user’s OneDrive for Business storage so they're ready to collaborate and store files securely on Day 1
🌐 Uses secure APIs to create and assign the user to the Zscaler cloud security platform for secure internet access and threat protection
Secure Notification to IT/HR
📦 Password sent directly to a MS Teams Private Channel using Microsoft Graph API
🛡️ Ensures confidentiality and traceability
Employee ID Configuration
🆔 Populates the Employee ID attribute in Active Directory to ensure traceability and compliance with internal HR systems
🏢 Sets extensionAttribute8 and extensionAttribute12 based on the employee’s business unit or entity, which helps downstream apps recognize org structure.
📊 Configures extensionAttribute7 to tag the user as a Employee, Vendor, Intern, etc.
👨💼Automatically links the user to their manager’s AD account, enabling org chart generation and approval workflows
☎️ Updates Office Phone and Mobile Number fields in AD
🪪 Formats the Display Name for vendor accounts to distinguish them from employee
📅 Automatically sets a 1-year expiration date on vendor accounts to prevent unused accounts from lingering.
🏙️ Populates the Company field in AD for consistency in global directory
Restrict External Mail Access, DLP & EMS E3 Cloud security
🚫Automatically adds users to the Restrict External Mail group if they belong to sensitive business units (e.g., finance, audit).
🛡️Adds users to data loss prevention (DLP) groups, Protects sensitive data based on business line.
📭Enhances email security by disabling legacy access protocols like POP3 and IMAP
🛠️ Applies Enterprise Mobility + Security E3 policies, such as Conditional Access and Data Loss Prevention, aligned to standards
📎Sets the Teams App Policy to control app visibility, availability, and governance inside Microsoft Teams
Service Account
🚷 Disables login to Self Service Password Reset for Service Accounts
🔒 If the account is flagged as a Service Account, strong 20 character random password is set & password expiry policy is disabled to avoid disruptions
License Info
💼 Tags user with their intended license (E1, E3, etc.) using extensionAttribute6
📦 Applies the correct Microsoft 365 license (E1/E3) dynamically based on department, business unit, location or job role.
Notes with Ticket Metadata
📝 Populates the Notes field with the onboarding ticket number, requestor name, and creation timestamp etc.
Add to Dashboard Report File
📊 Logs user details (e.g., AD ID, groups, status) into a centralized report file used for dashboards, audits, and metrics.
Send Email Confirmation
🧑💻 A detailed email confirmation is sent to the HR system, Mail Administrator and the original requester.
🎯🧰 We can certainly include additional tasks that are tailored to your organization.
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🌟 Why Choose Us?
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🔄 End-to-End Lifecycle Automation
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✅ Accurate, Error-Free Provisioning
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📉 Reduced IT Load, Increased Efficiency
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📁 Fully Auditable Actions for Compliance
No per device charges.
No annual subscriptions.
No per user license
✅ What You Get
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🚀 Fully Automated Account Configuration
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🧾 Built-In License Provisioning
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📘 Complete Audit Trail
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📊 Live Dashboard Integration
🚀 Why It Matters
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🧠 Zero-Touch Configuration
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🕒 Fast Provisioning
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✅ Policy-Driven and Error-Free
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🔒 Security Aligned from Day One
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📁 Fully Auditable for IT & Compliance
🧠 What Makes It Powerful?
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🌩️ End-to-End Microsoft 365 Automation
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🤝 Configures Zscaler, Teams & OneDrive
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📬 Real-Time Notifications for Stakeholders
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📉 Zero Manual Effort, Full Traceability