340: Enrollment Workflows

Another one of COmanage’s superpowers is in being able to manage workflows related to your registered people. A key one of these workflows is the enrollment workflows, or the creation of registered people within COmanage. In this lesson you will learn how enrollment workflows work and how to customize them to meet your needs. You will get to know the common ways that enrollment workflows are initiated, for example, by invitation, self-signup, or account linking. You will understand how to link your registered people to the organizational structures that you created and your “inbound systems” or “systems of record.”

What you will learn

• 1. Enrollment Workflow Orientation

  An introduction to Enrollment Workflows (20 min)

• 2. Enrollment Workflow Steps

  What are the general steps of the Enrollment Workflow and who executes the steps. What items can be customized. (40 min)

• 3. Setting up an Enrollment Workflow

  Set up your first Enrollment Workflow (60 min)

• 4. Using up an Enrollment Workflow

  Run the enrollment that you set up. Explore other enrollment configurations. Experiment with different settings. (60 min)

• Terminology & resources

  Resources used during this lesson. (-- min)

The actual schedule may vary depending on the topics and exercises chosen by the instructor.