User Groups Sync

Modified on Thu, Sep 28, 2023 at 11:17 AM

When setting up a new Enterprise, the enterprise Global Administrator must explicitly choose whether Group Sync will be utilized.  


On the initial login to the Enterprise Portal, the enterprise Global Administrator will be redirected to the User Group Sync page and must select whether Users will be synchronized by specifying one or more Groups to serve as filters.  If no Group(s) are selected, then all Users of the enterprise will be synchronized.  If any Group(s) are selected, then only Users that belong to the Group(s) will be synchronized.  The Portal WILL NOT synchronize or store Users that are not part of the selected Group(s).


The image below shows a case where two Microsoft Groups (Accounting and Billing) have been selected to be synchronized.

After the first login, the User Group Sync settings can be accessed from the Sync User Groups button on User Management page.


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