While setting up your Substly account, the integrations with Entra/Workspace are a great time saver.
By activating Substly's integration with Microsoft Entra and/or Google Workspace, you'll be able to:
Easily sync groups, users, and services from your Entra/Workspace account into Substly.
Get alerted when an employee uses SSO to log in to a service that is not in your Substly account.
Get notified about new Users and Groups that have been created in your AD.
How to set up the Entra/Workspace integration
Although the Microsoft Entra and Google Workspace integrations are separate, we have built them similarly to make it easier for you. Throughout this article, we'll use the term Entra/Workspace integration.
Navigate to the Integrations & Imports page in the main menu.
Click on the Microsoft Entra or Google Workspace integration (Both integrations work the same way).
Check the boxes to choose what data to sync to your Substly account and click Activate. These are the permissions we ask for and why.
Choose the Groups you want to sync by marking the checkboxes on the left-hand side. As you mark the checkboxes, the status updates from Not Synced to To be Synced. You can mark the groups individually or in bulk by clicking on the checkbox at the top of the list. Once you have marked groups you want to sync, click Next.
If you have chosen to sync any groups in the previous step, the users in those groups are already marked as To be Synced on this page.
If you want to sync other Users than users from those groups, mark the checkboxes on the left-hand side. As you mark the checkboxes, the status updates from Not Synced to To be Synced. You can mark them one at a time or in bulk by clicking on the checkbox at the top of the list.
Filter the view on Organizational Units, Status, or Groups to simplify bulk-adding.
Substly can help you discover Services your employees' login into using SSO and sync them to your Substly account. Syncing services work like syncing groups and users explained above. After marking the services you want to sync, click Next.
Preview and confirm your choices by clicking on Start Sync. Done!
You can always return to this page and change which users, groups, or services you want to sync.