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Set up meetings template in Identity Manager

This article describes the meetings template that is set up in Identity Manager Admin. This template is only available if the Visitor Management module is licensed. The meetings template is used to connect persons (such as visitors and employees) to a meeting via object relations.

Prerequisites

The Visitor Management module is licensed.

Step-by-step instructions

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



To add or edit a meetings template:

  1. Go to Home > Meetings.

  2. To add a meetings template, click +New. Enter details:

    1. Enter a Name and optionally a Description.

    2. Select a Data Pool. 

    3. Click Save+Edit.
      The Meetings panel is shown.

  3. To edit an existing meetings template, double-click the meeting template name.



  1. Select a State Graph from the selection box.
    New tabs are displayed, one for each state in the connected state graph.

    If no different states are needed, select StatelessStateGraphDefinition  as state graph.



Select a process for creating a new instance of a meeting. This process is started when a user selects the template in Identity Manager and clicks NEW:

  1. In Process, select a process in the selection box.











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