When onboarding new users, the Identity Panel Suite helps organizations enforce consistent, policy-driven account setup workflows. A common requirement is to automatically notify the correct security team to complete account setup based on the user’s type (such as contractor, full-time employee, or vendor) and their geographic location. This article explains how Identity Panel routes these requests effectively and securely.
Location-Based Routing with HyperSync and Service Panel
The system uses HyperSync Panel and Service Panel to automate and route account setup notifications. HyperSync detects new or updated identity records from authoritative sources like HR systems or directories. Based on attributes such as employeeType and region, predefined rules determine the correct routing path.
Key components:
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Criteria Policies in Access Panel allow configuration of include/exclude rules based on geography and user role.
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Request Policies and Message Templates in Service Panel define how notifications are triggered and delivered.
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Audience Rules ensure that only the relevant regional security teams receive the requests.
For example, if a new hire is based in Europe and tagged as a contractor, the system automatically generates a request and routes it to the European security admin team.
Geographic and Role-Based Workflow Scenarios
Request routing is defined by:
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Geographic region (such as EMEA, North America, APAC)
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User type (such as Employee, Contractor, or Third-Party)
Each region can have its own approval flow and security contacts. The workflows ensure compliance with regional regulations and internal access control policies.
Workflow steps may include:
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Account creation
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Role and entitlement assignment
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MFA (multi-factor authentication) setup
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Audit logging of approval and completion
This logic is maintained centrally using projected silos and identity attributes, ensuring consistent processing regardless of the source system.
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