Entity Management



All the setup tools and info to run your entity

Entity Management

All the setup tools and info to run your entity

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.

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RESULTS OF SYNCING

We recommend verifying the scope of users your organization wishes to add to myViewBoard before continuing. Please make sure you would actually want to add all users before proceeding to so, or whether you have to set up groups and/or units first.

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.

  1. Go to the Users page (in the left-side menu).
  2. Press User Sync with Microsoft Entra ID.
  3. Sign in with your Microsoft Entra ID Global Administrator account and allow permissions if necessary.
  4. Back in the Users page, you will have the following sync options:
    1. All users: All users within your organization will have myViewBoard accounts created for them.
    2. Group: Filter for pre-defined groups within your organization for whom to create myViewBoard accounts.
    3. Keep previous users: If checked, previously added users will remain in the entity. (Checked by default.)
  5. Select the option suitable to your organization (and filter if necessary).
  6. When ready, press Sync.
  7. A blue banner will appear, indicating the sync is in progress.
  8. A green banner will appear to indicate the sync is successful.
  9. Refresh the page to view your newly added users.

Admin user has selected the Group option and has filtered for a group within their Microsoft Entra ID. Sync button is highlighted.

Blue banner appears to indicate the sync has successfully been initiated.

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Google Workspace

Before proceeding, ensure you have set up Google Workspace to grant access to myViewBoard.

  1. Go to the Users page (in the left-side menu).
  2. Press User Sync with Google Workspace.
  3. Sign in with your Google Workspace Super Admin account and allow permissions if necessary.
  4. Back in the Users page, you will have the following sync options:
    1. All users: All users within your organization will have myViewBoard accounts created for them.
    2. Group: Filter for pre-defined groups within your organization for whom to create myViewBoard accounts.
    3. Unit: Filter for pre-configured units within your organization for whom to create myViewBoard accounts.
    4. Keep previous users: If checked, previously added users will remain in the entity. (Checked by default.)
  5. Select the option suitable to your organization (and filter if necessary).
  6. When ready, press Sync.
  7. A blue banner will appear, indicating the sync is in progress.
  8. A green banner will appear to indicate the sync is successful.
  9. Refresh the page to view your newly added users.

Admin user has selected the Group option and has filtered for a group within their Google Workspace. Sync button is highlighted.

Blue banner appears to indicate the sync has successfully been initiated.

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Delete

KEEP PREVIOUS USERS

As mentioned in the instructions, if this option is left checked when syncing, previous users will not be replaced in your entity. However, if unchecked, all users in your entity will be removed and only the users selected to be synced will be in your entity. 

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