Syncing users

Once single sign-on is complete, the User sync option becomes available on the Users page. Entity admins can now proceed with one of the following: 

• Trigger the user sync process manually through the Entity Management console. 
• For entities with user management systems, enable automatic sync instead for convenience. For more details, refer to the article below:  
  • Setup instructions for Microsoft Entra ID SCIM and SAML SSO

Microsoft Entra ID

The steps below require that you have set up Microsoft Entra ID to grant access to myViewBoard first. Afterwards, perform the following steps:

1. Go to the   Users page.
2. Click   Add.
3. Click   User Sync with Microsoft Entra ID.
4. On the next page, sign in with a Microsoft Entra ID Global Administrator account. 
   Allow permissions if necessary.
   
   
5. Back in the Users page, select one of the following sync options:
   1. All users. 
      Create myViewBoard accounts for all users in your organization.
   2. Group.
      Create myViewBoard accounts for pre-defined groups in your organization.
   3. Keep previous users.
      If checked, previously added users will remain in the entity. This is checked by default.
      
      
6. Click the Sync button:
   1. A blue banner indicates the sync is in progress.
   2. A green banner indicates the sync was successful.
      
      
7. Refresh the page to view all newly added users.

Google Workspace

The steps below require that you have set up Google Workspace to grant access to myViewBoard beforehand. Afterwards, perform the following steps:

1. Go to the   Users page.
2. Click   Add.
3. Click   User Sync with Google Workspace.
4. On the next page, sign in with your Google Workspace Super Admin account. 
   Allow permissions if necessary.
   
   
5. Back in the Users page, select one of the following sync options:
   1. All users. 
      Create myViewBoard accounts for all users in your organization.
   2. Group.
      Create myViewBoard accounts for pre-defined groups in your organization.
   3. Unit.
      Create myViewBoard accounts for pre-configured units in your organization.
   4. Keep previous users. 
      If checked, previously added users will remain in the entity. This is checked by default.
      
      
6. Click the Sync button:
   1. A blue banner will appear, indicating the sync is in progress.
   2. A green banner will appear to indicate the sync is successful.
      
      
7. Refresh the page to view your newly added users.

Verify sync success

If the sync process was successful, your selected users should now appear in the user list below.

Moreover, the following events occur:

• All added users receive an email requesting them to set a password for their new myViewBoard account. Once they complete this process, they are now part of the entity.
• Users can now log in to both myViewBoard.com and the myViewBoard software by using their email address and the password they just set.
• The Entity administrator now has the ability to add or remove a user from the Entity, as well as promote selected users to admin roles.