Financial Services Creatio, sales edition
PDF
This documentation is valid for Creatio version 7.16.0. We recommend using the newest version of Creatio documentation.

Link LDAP elements to Creatio users and roles

In Creatio, you can synchronize the organizational and functional user roles with the Active Directory groups.

Synchronization with LDAP enables transferring the company organizational structure and role settings from the Active Directory to Creatio. Read more is available in the “Synchronizing user accounts and roles with LDAP” article.

Contents

Set up the synchronization of organizational roles between Creatio and the Active Directory

Set up the synchronization of functional roles between Creatio and the Active Directory

Connect Creatio user accounts with LDAP users

Set up the synchronization of organizational roles between Creatio and the Active Directory

1.Click btn_system_designer.png to open the System Designer.

2.Click [Organizational roles] in the [Users and administration] block.

3.On the page that opens, select the role from the organizational tree to set up the synchronization (Fig. 1), or add a new role by clicking [New].

Fig. 1 Selecting an organizational role for setting up the synchronization

chapter_ldap_synchronization_roles_choosing.png 

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 (Fig. 2).

Fig. 2 Selecting the Active Directory group for setting up the synchronization

chapter_ldap_synchronization_set_group.png 

5.You can add users to the [Users] detail by clicking btn_add_ke.png.

To synchronize large numbers of users who have not yet been registered in Creatio, import these users from the LDAP directory. Read more >>>

Note

To synchronize existing Creatio users with LDAP, connect their records with existing LDAP users manually. Read more >>>

6.Сlick [Save].

As a result, the selected organizational role will be synchronized during the next synchronization session.

Set up the synchronization of functional roles between Creatio and the Active Directory

1.Click btn_system_designer00001.png in the main Creatio application. The System Designer will open.

2.Click [Functional roles] in the [Users and administration] block.

3.The further settings are similar to steps 35 of setting up the synchronization of organizational roles between Creatio and the Active Directory, described above.

Connect Creatio user accounts with LDAP users

1.Click btn_system_designer00002.png to open the System Designer.

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

3.On the page that opens, select the role that the user belongs to.

4.Open the [Users] tab, select the user and double click it to open the record.

5.On the [General information] tab, select the [LDAP authentication] option.

6.In the [Login] field, select the needed LDAP user.

7.Click [Save] (Fig. 3).

Fig. 3 Connecting the user

chapter_ldap_synchronization_user_connect.png 

As a result, the selected Creatio user will be connected with the LDAP user and will be able to log in to Creatio, using the login and password stored in the LDAP directory (i.e. domain login and password).

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

Did you find this information useful?

How can we improve it?