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This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Importing new users from LDAP

1.Click btn_system_designer00003.png in the main Creatio application. The System Designer will open.

2.In the [Users and administration] block, click “Organizational roles” or “Functional roles” depending on what user groups you want to import users to.

3.In the organizational structure area, select the element that will contain the imported LDAP users.

4.On the [Users] tab, select the [Synchronize with LDAP] checkbox. In the [LDAP element] field, select the Active Directory group that corresponds to this organizational role in Creatio.

5.Click [Save].

6.Run the [Synchronize with LDAP] action in the section menu. Once the synchronization is complete, all users from the LDAP server group will be imported to the selected organizational or functional group of Creatio.

As a result, the contacts will be created for the selected LDAP users and linked to corresponding Creatio users. New user accounts will be automatically added to the selected organizational structure element. At the same time, the fields in the contact page will be filled in with values of different attributes, specified during the synchronization setup.

Attention

The list of LDAP user displays all the users, regardless of whether they are included in the LDAP element that is connected to the organizational structure or not.
When synchronizing with LDAP, only those users who are included in the LDAP element that is connected to the organizational structure will be synchronized.

Note

When the LDAP user is connected to a Creatio user account, the corresponding user will be automatically licensed.

See also

Setting up LDAP integration

Running LDAP synchronization

Set up user authentication through LDAP on Windows

Setting up user authentication through LDAP on Linux

LDAP FAQ

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