Workflow for Adding New User to Portal via Active Directory

[ZacharyStanley]

Hello,

I'm a new-ish Enterprise admin and am looking for some ideas on how to improve my current workflow for adding new users to Portal.

We currently use SAML with automatic logins within Active Directory to add new users to our Portal. From here the workflow gets pretty clunky:

1. Users login for the first time which make their user name available in Portal for the admin
2. Admin updates user type and role if necessary
3. Admin adds add-on licenses (ArcGIS Pro etc.) if necessary
4. Admin adds users to relevant Groups
5. Admin invites users to my.esri.com to access training

Are folks in the same boat when it comes to adding and managing users w/ SAML? The research I've done up to this point hasn't provided many clues on how to improve my approach. Hoping someone here has ideas.

Thanks!

[AmyPalmer]

Hi @ZacharyStanley

You can set new member defaults to include default groups and default add-on licences (if necessary) for new members. Are you using these default settings to help your workflow?

https://enterprise.arcgis.com/en/portal/latest/administer/windows/configure-new-member-defaults.htm#....