Before setting up a process, make sure that the following things apply:

• Installed Identity Manager

1. Log in to the Identity Manager Admin as an admin user.

1. In Identity Manager Admin, go to Home > Process Designer.

2. To add a new process:

   1. Click +New.

   2. Enter a Name, for example Create Employee,and a Description.

   3. Click Save+Edit.
      The Process Design panel is shown.

3. To edit an existing process, double-click on its name.
4. Optionally, enter a Help text.

Add, remove or edit process tasks as needed.

1. Go to the Task List tab.
2. There is always a startElement automatically generated. You can configure a form as attribute for it (not mandatory).
3. In the Task List tab, click + to add a task.
4. Select a task type. See the available task types and attributes.
   To use standard service tasks, select Service task as type.
5. Enter a Name, a Description, and the required attributes for the selected task type. For example, for a Save Data task, a data pool is needed to specify where to save the data.
6. If a service task is chosen, click the pen symbol to edit.
   To use a standard service task:
   1. Select Delegate Expression.
   2. Enter expression with the name of the standard service task in the text field, for example ${createRelationJavaDelegate}.
   3. Enter values for the given parameters.
   For information on the available standard service tasks and parameters, see Standard service tasks in Identity Manager.
7. To let a step be done in parallel to the previous step, check Branching.
8. Click Preview to see a graphic representation of the current process.
9. Click Save.

Add permissions for users and roles for all operation types:

1. Go to the Permissions tab.
2. For each operation type, Delete, Update, Start process, and so on, click the operation name. Repeat steps 3-4 to add permissions for users and roles.
3. To add permissions for a specific user, click Add user and select the user in the drop-down list.
4. To add permissions for a role, click Add role and select the role in the drop-down list.
   
5. Click Save.