The purpose of a SaaS user role workflow is to pull User Role information from your SaaS softwares, in order to differentiate users by their level of access, and generate downstream automations based on role-specific details, often the price of a seat at that level.
To gather this information, Oomnitza allows for individual connections to each service that gathers role information from each user using that system, provided we’ve retrieved details on that system from the SaaS SSO Sync.
When creating these workflows, the Begin block should be configured as such:
The SaaS User Role Retrieval block should immediately follow the begin Block, and should specify a given system and include credentials (often URL and API token) to access that system. Please see the individual articles, linked below, for details on configuring each individual block.
The final step is to set success and failure steps to ensure that these connections are up-to-date and accurate. The “Success” spline can connect directly to the End Block. The “Failure” spline can be used to notify an admin if an SaaS User Role Retrieval has failed, allowing for troubleshooting.
A complete SaaS User Role workflow will look like this:
Oomnitza currently supports User Role Retrieval from 16 different systems, and we’re constantly adding new ones. The full list is below with links to system-specific setup instructions. For questions on these blocks or to request a new integration, please contact email@example.com.