Google: User Onboarding Crate

If you’re new to Crates, read through our introductory Crate documentation here. Find the Crate in our Crate Marketplace.

What does the Google: User Onboarding Crate do?

The Google Workspace User Onboarding Crate automates and streamlines the process of onboarding new users into a Google Workspace environment. Enhance efficiency, accuracy, and consistency, ensuring all key tasks for new user creation are completed seamlessly.

This Crate does not support synchronization from on-premises Active Directory to Google Workspace. Licenses are applied based on the organizational unit selected from the form, without advanced custom rules. Any manual corrections or input errors must be handled outside of the workflow.

How the Crate works

The workflow is triggered when the onboarding form unpacked from the Crate is submitted with all required details. Automatically create a new user account in Google Workspace using details provided via the form, and complete an array of standard onboarding actions for that user, all from one convenient location.

Crate prerequisites

Our Google Workspace Admin integration must first be successfully set up before unpacking this Crate.

Your PSA must be successfully integrated with Rewst.

You must first add the organization variables primary_identity_provider and default_PSA in Rewst.

Unpack the Google: User Onboarding Crate

1. Navigate to Crates > Crate Marketplace in the left side menu of the Rewst platform.

2. Search for Google: User Onboarding.

3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Enter your estimated time saved.

6. Click Unpack.

Use the Crate

The form unpacked with this Crate offers a section for advanced settings. They should only be used if you fully understand their impact. For questions about the ramifications of using advanced settings, contact Rewst Support.

1. Navigate to Automations > Forms in the left side menu of your Rewst platform.

2. Search for [Crate] GWS: User Onboarding.

3. Click ⋮ > Usages > View Direct URLs.

4. Click on the link for the organization which contains your relevant user. This will launch the form in a new tab.

5. Select the ticket number from the drop-down selector. Alternatively, leave the Existing Ticket Number field blank to create a new ticket.

6. Enter the user's First Name and Surname into the relevant fields.

7. Choose the relevant domain for the user's email from the Email Domain Name drop-down selector.

8. If desired, check on the Copy User Attributes box to copy attributes such as group memberships and licenses from an existing selected user. The form defaults this box to unchecked.

9. Choose the applicable Google Workspace Group from the GWS Groups drop-down selector.

10. Specify the org unit that the user should be created in by choosing from the Org Unit drop-down selector.

11. Optional - check on Enable Advanced Options if desired, to expose the following additional advanced fields for the user:

    1. Custom Display Name

    2. Job Title

    3. Department

    4. Manager

    5. Create Company Contact in PSA - Create a contact in your PSA for that company with the first and surname of the new user, along with their email address

    6. Password - Generate and securely store the initial password

    7. Store Password in Ticket - Document the password for the new user in the PSA ticket

    8. Delay User Creation - Check this box to expose additional fields to allow a specific Account Creation Date and Timezone

    9. PSA Child Company

    10. RMM Child Site

12. Click Submit.

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