Workspace Organization
Directory Sync
To get started, reach out to [email protected] to enable Directory Sync within your workspace.
- Centralized User Provisioning: Admins can now easily add and remove users from your directory provider through a unified User Lifecycle Management (ULM) process. Your directory provider will be the source of truth for user and group lists, and Directory Sync will keep everything up-to-date in Navattic
- Automatic Updates: No more duplicate manual data entry. Directory Sync takes care of:
- Provisioning new users
- Updating user attributes such as name and email
- Deprovisioning users from your workspace
Once Directory Sync is enabled, you can navigate to Settings > Security > Directory Sync to set up the configuration.
Follow the steps to connect to your Directory provider.
Now, your Navattic workspace members will be updated accordingly when you add or remove users from your Directory.
Contact [email protected] to request this service. Please include the Group Name(s) and desired Navattic user role (ex. "I'd like to set all Marketing Operations (group name) to be Builders (user role) in my Navattic workspace.") This is a custom connection that our team can help enable.