Prepare your first workflow

Your first workflow - Stage 1 of 5

Choose one outcome and define the data and access you need.

Before you begin, complete Installation and read How NIM works.

Choose one account change

1. Choose one source system that supplies identity data and one target system that will receive changes.
2. Choose a single outcome, such as updating an account attribute or assigning access.
3. Write down how you will verify success in the target system.

Use your organization's own systems and data. The implementing administrator decides which environment, accounts, and records are appropriate; this guide does not require creating separate accounts.

Confirm your environment is ready

1. Complete Installation and confirm you can sign in to NIM Studio.
2. Find the integration setup guides for your source and target.
3. Arrange the connection details and permissions required by those connectors.
4. Identify the environment and target location chosen for the first change.

Define your workflow scope

1. Select the records appropriate for your workflow and note their unique identifiers.
2. Identify a field that can match people across the source and target, such as an employee identifier.
3. Decide which target attributes the workflow should populate.
4. Agree how to correct or reverse the change if necessary.

Ready to continue: You can name the source, target, selected records, expected change, and person who will verify it.

Step 1 of 3

Continue to the next stageConnect your systems