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HaloPSA User Onboarding-Power Automate Template

This template is used to create a tailored onboarding form for a customer that can perform the following automations:

  • Creates the user in Microsoft
  • Adds attributes like job title, department, phone number, etc.
  • Assigns a manager to the user 
  • Assigns a license to the user 
  • Sends an email to the user's manager/HR
  • Adds the users to groups/sites/Teams
  • Mirrors the access of another user (optional)
  • Creates automated actions/notifications for Business systems access
  • Sends a welcome email to the user including a template to set up Microsoft Authenticato