Overview

You can configure an account credentials rule to automatically assign endpoint accounts based on smart groups. 

The rule automatically assigns based on automatic endpoint actions (eg: REST API actions or policy-basedprovisioning) to endpoints that don't already have assigned accounts.  Manual deployment from JetPatch or from the endpoint itself will not trigger this policy.

This is particularly useful in large environments where endpoints are provisioned dynamically, ensuring every new endpoint receives the correct credentials without manual intervention.

Prerequisites

• Smart Groups - see Smart Groups
• Endpoint Accounts - see Endpoint Accounts

Configure an Account Credentials Rule

• Log in as an Administrator.
• Navigate to Rules → Account Credentials Rule.

• Click Add.
• Select a Smart Group and the Linux and/or Windows accounts to assign to the group’s endpoints.

• Click OK.
• If an endpoint belongs to more than one Smart Group, the first matching rule is applied. To adjust the order, use the Priority control to reorder the rules.