Delegated Operators: running “Create User from Template” Workflows

  • Last update on September 30th, 2025

This article describes how delegated operators can onboard new users using a workflow containing a “Create user from template” action. Both individual and bulk onboarding processes are explained, with details on required input fields and available options during execution.

Step 1: enter input properties

Onboarding a single user

To create a user with an onboarding workflow that contains a “Create user from template” action:

  1. Go to the Workflow list page.
Navigate to the Workflow list
  1. Locate the assigned workflow and select “Run” under the “Actions” column.
Run workflow
  1. Complete the required inputs in the wizard, providing:
    • User Template (if not pre-selected by Tenant Admin)
    • Username (required)
    • Display name (required)
    • Password (required)
Required input properties

Note: only templates matching the sync/on-cloud workflow action type and assigned to you will appear in the dropdown. Use the search bar to find a specific template if needed.

 

Onboarding users in bulk (CSV import)

Alternatively, upload a CSV file from the Workflow list page and select the assigned workflow for bulk user onboarding. For more details, see the Run a Workflow via CSV guide. 

Step 2: manage editable properties

Once a template is selected, relevant fields are populated according to template settings:

  • Pre-filled and greyed-out: not editable; locked in the User Template.
Pre-filled and greyed out properties
  • Pre-filled but editable: the field is populated but not greyed out; it can be modified.
Pre-filled but editable properties
  • Blank with dropdown: options can be selected from a dropdown; selection may be required.
Blank properties with dropdown
  • Blank: fully customizable; leave blank or fill in as needed.
Blank properties

Additional options:

  • An “+Add” button may appear for fields such as additional groups, licenses, or permissions. You can use this button to assign more groups, licenses, or permissions as needed.
  • Some pre-filled fields may display a bin icon, allowing you to remove specific properties if desired.
Additional options