User Access Management On SharePoint Online And Office 365 Using Nintex Workflows

Welcome to an article on how to use action Office 365 user access management on SharePoint Online and Office 365, using Nintex Workflows. This article will display the action “Office 365 user access management”. Here, we will see how to configure this action and use it for our work.

Using this action, you will be able to manage the user access by deleting their profile or blocking their access.Let’s see the implementation of this functionality.

• I have created a document library “Dev Document”. In Dev Document, click on the Library tab on the top ribbon and click on Nintex Workflows.
  
  
  
  
• You will see the following screen, to create a new workflow.
  
• Click below “Create new workflow”.
  
  
  
• You will come to the design phase of the Nintex Workflows.
  
  
  
  
• Add the action “Office 365 user access management”, by right clicking on the workflow or by dragging and dropping from the left toolbox.
  
  
• Now, let’s configure it.
  
• When you double click on the action, the following screen opens up.
  
  
  
  

Configuration

1. Username and domain: Choose a user name with domain that you want to manage the access of.
2. Update access: Select whether you want to block the user or delete.
3. Administrator Username: - Provide the admin user name.
4. Password: - Specify the password.
5. Access Update Successful:- Here, you can add a variable to store the value ‘Yes’, stating when the update of the user has been successful.

• Now, we have configured our workflow. Let’s go and publish it.
• Click on Publish on the left corner of the ribbon of Nintex Designer.
  
  
• You will see the following screen.
  
  
  
  
• Give your workflow a name.
• Give description.
• Choose your task list where it should store the tasks; it will be Workflow Tasks by default.
• Choose your history list where it should store the history logs; it will be Workflow History by default.
  
  
• Start Options
  
  
  • You can either start your workflow manually, or automatically when an item is created, or automatically when an item is modified. I will select the option, to create automatically when an item is created.
    
    
• Click on Publish.
  
• Your workflow will get published.

Once you have finished configuring, the workflow will upload and manage the user’s access by either blocking or deleting when the workflow executes.

So, in this article, we saw how to manage the user’s access using the action Office 365 User access management in SharePoint Online and Office 365, using Nintex Workflows. We will see more new articles on the actions of Nintex Workflows, in the next parts of the article. Until  then, keep learning!