Administration Guide › Provisioning Roles › Provisioning Roles and Account Templates

Provisioning Roles and Account Templates

To simplify account management, you create and maintain accounts using account templates, which are used in provisioning roles. A provisioning role contains one or more account templates. When you apply that role to a user, the user receives the accounts as defined by the templates.

These templates provide the basis for accounts on a specific endpoint type. They provide the same type of capabilities as Provisioning Policies provided in eTrust Admin.

Using account templates, you can:

• Control what account attributes CA Identity Manager users have on an endpoint when their accounts are created
• Define attributes using rule strings or values
• Combine account attributes from different provisioning roles, so users have only one account, on a specific endpoint, with all the necessary account attributes
• Create or update account attributes as global users change provisioning roles