Creating workflows for SpaceIQ users

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You'll get visibility of your SpaceIQ users by creating configurable workflows to automate tasks such as:

• • Retrieving detailed user information, including the user role, badge access, and password policy.
  • Retrieving SaaS user roles

Before you start

Creating workflows

Create user workflows

Create SaaS user workflows

Before you start

Before you create workflows, you need to have added your SpaceIQ credentials to Oomnitza. Follow the steps in Adding your SpaceIQ credentials to Oomnitza.

We recommend that you also create an extended integration for SpaceIQ users. You can use the User ID retrieved in this integration to trigger workflows that can fetch users.

Creating workflows

Create user workflows

To create a user workflow, you must complete these steps:  

1. Click Configuration > Workflows 
2. Use search to find and select the Users object.
3. Drag and drop the API block onto the Sandbox.
4. Click Edit on the API block and enter SpaceIQ in the search field. 
5. Select the SpaceIQ Get User Details preset
6. Enter the credentials you created in Adding your SpaceIQ credentials to Oomnitza.
7. Select Advanced Mode.
8. Select the Body tab. The user to be retrieved is referenced in the  property{{user_id}}.You can create a user integration to retrieve the User ID before you run this workflow.
9. Select the Response tab. You can map the entire response by placing {{response}} in the Response field and mapping it to a custom long text Oomnitza field, such as API Response. Once you have the entire response, you can then parse the JSON response values to custom Oomnitza fields, as per the example below.
10. Connect the Blocks. 
11. Save, validate, and activate your workflow.

For further information, refer to the SpaceIQ API Documentation: User.

Reference articles for workflows

• Mapping positive and negative responses
• Troubleshooting workflows 
• Using the API block

Creating Saas user workflows

Complete the following steps to configure the SaaS User Role block for SpaceIQ. Configuration of this SaaS User Role block will allow you to capture the SpaceIQ user role in Oomnitza.

Prerequisites

Before you create a SaaS user workflow, you should have already run your extended user integration and selected User plus SaaS User to populate the SpaceIQ software entry in the Software > SaaS menu.

To create a Saas User workflow using the SpaceIQ User Role preset, complete the following steps:

1. Click Configuration > Workflows > Saas Users from the menu.
2. Click Add (+). The Begin and End blocks are automatically added to the sandbox.
3. Enter the name and a description of the workflow. 
4. Edit the Begin block by adding the rules that will trigger the workflow. For further information see SaaS User Roles.
5. Click the Blocks tab, and drag and drop the SaaS User Role retrieval block onto the canvas.
6. Click the Edit icon.
7. Enter SpaceIQ in the search field and choose the SpaceIQ User Role preset.
8. Click the right arrow >.
9. Enter your Credentials.
10. Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > SpaceIQ > Users if they are not found in your SpaceIQ instance.
11. Click SAVE.
12. Connect the blocks.
13. Save, validate, and activate your workflow.

To view active SpaceIQ users in the SaaS Users UI, complete the following steps:

1. Click Software from the menu.
2. Select the SaaS tab, and select your software entry for SpaceIQ.
3. Click Users in the side pane.
4. The Role column will be populated with the user details to confirm that this user has been found in your SpaceIQ SaaS.                  

Reference articles for creating workflows

• Creating SaaS user workflows.
• Offboarding SaaS users.