Overview of What Management Rules Enable

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What is a Management Rule?

A Management Rule defines whether Members with specific attributes are allowed or expected to have particular Software Accounts. By configuring Management Rules, you can detect whether Members who match a rule have the required accounts.

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Required Setup Before Configuring Management Rules

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Complete the following setup first:

• Register Members.
• Register the Software to which you want to apply the Management Rule. </aside>

Example: Issue a Salesforce Account to Members in the Sales Department

This example creates a Management Rule for issuing Salesforce accounts to Members in the Sales department.

The process consists of four steps:

1. Create the Management Rule.
2. Assign it to the Sales department.
3. Apply the Management Rule to Salesforce.
4. Create or delete accounts based on administrator tasks.

Step 1: Create the Management Rule

1. Select "Management Rules" from the toolbar and click "Create New Management Rule".

   

2. Enter the "Management Rule Name" and, optionally, a description of the condition.

3. Configure the Management Rule conditions using Member attributes such as department, job type, project, work location, or employment type.

   

4. Click "Complete Creation" to create the Management Rule.

Step 2: Assign the Rule to the Sales Department

Create a condition in "Member Attribute Conditions" where the department is Sales.

• Other examples