Looking at the info from the Portal Admin guides (and your latest off-road webinar series) I know that in the new 6.1 portal we can have Active Directory create users and it will assist in what roles they’re assigned to, right? How does that work? What do we have to set up on our side to make that happen?
Basically I know nothing about how this functions so I want to be able to speak IT’s language in what we could do. HELP!
Active Directory Connector is awesome!!
Basically, you decide which “Active Directory Security Groups” you’d like to have as “Roles” in the Portal. This makes things super fast and easy for you downstream.
You can also pull in custom fields now :)
All Employees who work in the Lending Department are part of the AD Security Group “LENDING TEAM”
We can tie that security group to a Portal Role (named anything you want – example – Lending Staff)
So – when Susie Jo gets hired in, once IT puts her in the AD System and makes her part of the LENDING TEAM security role, the portal user is created and is automatically added to the “Lending Staff” Role.
As far as setting this all up, I’d suggest your IT team have a meeting with my Tech Support team – as that stuff is all set up on that side.
- Five minute Overview Video (this will help you understand it)
- Support Article (very tech heavy – your IT Team will want to do this with my tech Support team)
*P.S. - This feature does need you to be on 6.1 or higher, and for us to be on your servers - we cannot use this feature with RackSpace portals.
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