Syncing from a User Federation

Be sure to follow the steps for creating a company and activating its license prior to following the steps in this section. If your license hasn't been activated prior to syncing, all users will come into the system in Inactive status.

If you also need to sync users in Aerobase, such as when installing with single sign on, then you need to first add the federation in Aerobase, then add the federation here in the Admin tool, then sync your users in Aerobase, and then sync your users here.

Connect a federation with a company

To connect a federation with a company:

  1. In the Menu Pane, click Companies and Users.

  2. In the Entities Pane, select the company with which you want to associate a user federation.

  3. The selected company's data appears in the Properties Pane.

  4. In the General tab's User management section, click the link.

  5. The Add federation window appears.

  6. Select the federation to connect to the company.

  7. Optional: Select the default permissions that you wish to automatically assign to each user. These permissions can be manually edited for individual users following sync.

  8. Click the OK button to save your changes.

  9. The connected user federation will now appear in the User management section.

Sync users to Nintex Admin Tool

After connecting the user federation, follow these steps to sync the federation's users to the Admin:

  1. In the Properties Pane, select the Users tab.

  2. Click the Sync Users button.

  3. The Sync Users Window opens.

  4. Click the Run button to begin the sync.

  5. The Sync Users Window will close, and you will be returned to the Users tab. At any point, click the Sync Users button again to see the status of the sync process (but close the window without clicking the Run button again).

  6. When the sync is complete, the Status column in the Sync Users Window displays Finished