Syncing users
After setting up single sign-on (SSO), a user sync option will appear on the Users page within the Entity Management console.
For the below actions, an entity admin must trigger the user sync through the Entity Management console. For IT admin who would like to configure an automatic sync through their organization's user management systems, view the Microsoft Entra ID SCIM and SAML SSO setup instructions.
To trigger a user sync with your configured SSO, follow these steps:
Microsoft Entra ID
Before proceeding, ensure you have set up Microsoft Entra ID to grant access to myViewBoard.
- Go to the Users page (in the left-side menu).
- Press User Sync with Microsoft Entra ID.
- Sign in with your Microsoft Entra ID Global Administrator account and allow permissions if necessary.
- Back in the Users page, you will have the following sync options:
- All users: All users within your organization will have myViewBoard accounts created for them.
- Group: Filter for pre-defined groups within your organization for whom to create myViewBoard accounts.
- Keep previous users: If checked, previously added users will remain in the entity. (Checked by default.)
- Select the option suitable to your organization (and filter if necessary).
- When ready, press Sync.
- A blue banner will appear, indicating the sync is in progress.
- A green banner will appear to indicate the sync is successful.
- Refresh the page to view your newly added users.
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Google Workspace
Before proceeding, ensure you have set up Google Workspace to grant access to myViewBoard.
- Go to the Users page (in the left-side menu).
- Press User Sync with Google Workspace.
- Sign in with your Google Workspace Super Admin account and allow permissions if necessary.
- Back in the Users page, you will have the following sync options:
- All users: All users within your organization will have myViewBoard accounts created for them.
- Group: Filter for pre-defined groups within your organization for whom to create myViewBoard accounts.
- Unit: Filter for pre-configured units within your organization for whom to create myViewBoard accounts.
- Keep previous users: If checked, previously added users will remain in the entity. (Checked by default.)
- Select the option suitable to your organization (and filter if necessary).
- When ready, press Sync.
- A blue banner will appear, indicating the sync is in progress.
- A green banner will appear to indicate the sync is successful.
- Refresh the page to view your newly added users.
Delete