User 360 Introduction

User 360 is a workspace for standardizing user lifecycle work—onboarding, changes, and offboarding—and related record operations. It uses reusable Process Templates you can run as Requests, so tasks are consistent and auditable. 

Modules at a glance 

• Home Page: Quick Actions, Pending Requests, Credit Analytics. 

• Process Templates: Reusable templates to build for onboarding, role changes, and exits. 

• Manage Users: View and act on users (View Dependencies, activate, deactivate, freeze/unfreeze). 

• Transfer Records: Reassign ownership using transfer templates. 

• License Optimizer: Monitor and right-size license usage on a schedule. 

• Connected Organizations: Connect additional orgs to operate across environments. 

• Credit Overview: Track credits per request and over time.