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Onboarding Tutorial

Onboarding tutorial

Build a secure first-day experience: prepare user data, verify identity, let users set their own password, and activate their account without sharing credentials.

This tutorial uses a five-stage workflow. Complete each stage in order; the configuration created in one stage is used by the next.

Before you begin​

Target systemA system that holds the user account, such as Active Directory.
Source dataHR or SIS data with a unique ID and personal email and/or mobile number.
NotificationsWorking email and, if used, SMS.
Secure accessHTTPS with a valid certificate.
Data required for each user

At minimum, NIM needs a unique identifier—such as an employee or student ID—and contact information that works outside your organization. The onboarding record must also relate to the person’s target-system account.

1. Prepare and load onboarding data​

Enable NIM’s onboarding table, relate it to the target account, build the create and lookup filters, then load eligible people into the table.

OutcomeEach eligible person has an onboarding record with a secure ID, an expiry date, and verified contact details.
Open step 1
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