Welcome to the comprehensive guide for seamlessly synchronizing custom attributes from Microsoft Entra ID to Teamflect. This structured walkthrough ensures a smooth configuration process, empowering administrators to optimize user management efficiently.
Before Starting: Kindly ensure that your IT team has granted the necessary permissions for this function to operate seamlessly before initiating the setup process in Teamflect. For further guidance, please refer to the related resource by clicking here.
Let's delve into the detailed steps:
Step 1: Access Your Admin Center
- Begin by logging into your Teamflect account and navigating to the Admin Center, the central hub for administrative functions.
Step 2: Locate User Attributes Section
- Within the Admin Center interface, locate and access the "User Attributes" section. This section serves as the primary area for managing user attribute settings.
Step 3: Initiate Attribute Creation
- Click on the "Create new attribute" option to initiate the attribute creation process. This action opens up the attribute configuration interface.
Step 4: Provide Attribute Details
- Fill out the requisite details for the new attribute, including the label, description, and any other pertinent information to accurately define its purpose and usage.
Step 5: Specify Data Source
- Choose "Sync from Microsoft Entra ID" as the data source for the attribute. This selection establishes the link between Teamflect and your Microsoft Entra ID account for attribute synchronization.
Step 6: Select Attribute for Syncing
- From the available options, select the specific attribute from your Microsoft Entra ID account that you intend to synchronize with Teamflect. Ensure alignment with your organizational requirements.
Step 7: Customize Attribute Settings
- Customize additional attribute settings as needed, such as defining visibility in user profiles and selecting an appropriate icon to represent the attribute for enhanced visual identification.
Step 8: Finalize Configuration
- Review the configured settings to ensure accuracy and alignment with your objectives. Once satisfied, proceed to submit the attribute configuration for implementation.
Step 9: Verification and Validation
- Verify the successful synchronization by navigating to the "active users" section within the Admin Center. Confirm that the attribute reflects accurately for users, validating the seamless integration between Microsoft Entra ID and Teamflect.
By following these structured steps, you've successfully established a seamless connection between your custom attribute in Microsoft Entra ID and Teamflect. This integration streamlines user attribute management, promoting efficiency, data automation, and accuracy within your administrative workflows.
Note: If you'd like to see an overview of the User Attributes in Teamflect, please check this resource here.
For further assistance or inquiries, our dedicated support team is readily available to provide guidance and address any queries you may have. Contact them at [email protected].