There are a few ways in which users can be added to the platform.
- Email bulk upload: a user list (CSV or Excel) can be uploaded into the platform. This list includes details such as the user’s forename, surname, email address etc. In order to log in, these users are invited to activate their profile and set up a unique password.
- Federated Bulk Upload: same process as above; however, these users can benefit from SSO when logging in.
- Active Directory Synchronization: AD Sync tool installed which will replicate the organisation's Active Directory on to the platform for targeting purposes. If required, collectives can be manually created for more bespoke targeting requirements. The AD Sync tool updates on a nightly basis to reflect joiners/leavers/changers. Users benefit from SSO.
- SCIM: users added to the platform via Azure. Dynamic/Security groups can also be imported across for targeting purposes. Regular sync performed to take into account joiners/leavers/changers. Users benefit from SSO.
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