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Compliantly allows importing recipients from Azure AD and provides a possibility to automatically synchronize a recipient group with your Active Directory.
Active Directory settings can be found under Settings > Azure AD Settings.
Please refer to this wiki article to establish the connection to Azure AD:
Make sure to configure an additional URI for import feature in the Azure application settings:
<compliantly_domain> – your Compliantly's system domain, for example access.cloudserver.com
<port> – custom port (in case one's configured), for example 8443.
If the default port is being used, there's no need to specify it in the URI.
As soon as the connection has been configured to Azure AD, you may be able to import recipients and users directly from your directory service.
Azure AD Update Preferences
This menu allows configuring automatic synchronization of Azure AD recipients and users that were imported into Compliantly. Automatic synchronization happens every 10 minutes.
Azure AD update preferences contain 2 options for automatic action.
It is possible to configure Compliantly to add users and recipients automatically or to wait for the Administrator's decision.
In case if you select “Waiting for administrator's decision”, an Administrator will have to go to a control list and decide whether it is necessary to deleteadd a recipientuser or not.
In Azure AD update preferences it can be determined the behavior for deleted recipients:
Automatically Delete Inactive
Never Delete Recipients
Waiting for Administrator's decision
It is also possible to customize the pattern of automatic import of users from AD.
Compliantly will scan Azure AD and automatically bind a role to an imported user according to the set filters.
Importing recipients in a group for a campaign
When you create a new recipient group you will be able to use the previously configured Azure AD connection to query and import all the users/groups:
Compliantly will automatically match the user's attributes in the active directory with the available recipient attributes in Compliantly.
If “Update existing recipients” option is enabled, recipient attributes will update during Azure AD import if these recipients have been imported before.
Automatically Update Azure AD Recipients
It is possible to configure Compliantly to auto-update the recipient list from Active Directory.
You may use regular Active Directory search filters, for example:
Filter value to get all users with a department 'QA'
department eq 'QA'
See Microsoft Documentation for more info.
Importing Users from Azure AD
If you want to import users who can access Compliantly using their AD account, you can go into the user settings menu (Settings > Administrative Users) and choose (Import > Azure AD):
The same user import menu can also be accessed via (Settings > Azure AD Settings > Import Users From Azure AD).
Which AD fields can be used?
Compliantly will automatically match the user's attributes in the Azure active directory with the available recipient attributes in Compliantly. The default mapping between Compliantly and Azure is presented below:
|Recipient's e-mail address||User & Recipient Import|
|Phone||mobilePhone||Recipient's phone number||User & Recipient Import|
|Full Name||displayName||Recipient's full name||User & Recipient Import|
|Staff Type||jobTitle||Recipient's staff status||Recipient Import|
|Location||officeLocation||Recipient's location||Recipient Import|
|Division||department||Recipient's working department||Recipient Import|
|Language||preferredLanguage||Recipient's language||Recipient Import|
|Lastname||surname||Recipient's second name||Recipient Import|
|Firstname||givenName||Recipient's first name||Recipient Import|