How do I manage user synchronization?

Learn how to set up an automatic user synchronization between your organization's Active Directory and AskCody

An AskCody user is needed to get access to many parts of the system.

You can read more about AskCody users and user roles here 

There are three ways of managing your AskCody users: AADFS, Azure AD sync, and manual import. 

AADFS (AskCody Active Directory Forwarding Service)

AADFS is a service that runs on a Windows server on your network and is configured to have access to your Active Directory using the credentials of a service account. The AADFS will sync users from specified AD security groups to your AskCody Management Portal every hour. 

When you use AADFS you are still able to make some manual changes to your users' roles. If you add roles to a user that is in the sync, the service will not overwrite the additions.

However, if you remove a role form a user in the sync and the service is configured to grant the user that specific role, the service will overwrite the change and grant the user the role again. 

To learn more about AADFS and how to set it up, please click here

Azure AD sync

Azure AD sync is completely cloud-based and does not require any installations or servers to run. The Azure AD sync will sync users from your AD to your AskCody Management Portal every hour.

When you use Azure AD sync you not able to make manual changes to your users' roles. Any manual changes will be overwritten by the sync within an hour. 

To learn more about Azure AD sync and how to set it up, please click here 

Manual import

Creating users manually is done in the AskCody Management and should be done if you have very few users or setting up a POC or demo to test the AskCody modules. Otherwise, it is highly recommended that you manage your users with either AADFS or Azure AD sync. 

To learn how to create users manually, please click here