Once you have enabled the Microsoft Entra ID integration for SI, you can import users from Microsoft Entra ID into SI or link existing SI users to users in Microsoft Entra ID.
SI integration with Entra ID allows you to log in to SI using the same credentials as Entra ID, providing Single Sign-On. This means that no passwords are created or stored in SI, adding a layer of security.
Import Users
To import users:
1/ Go to the Control Panel.
2/ Double-click the Users icon.
3/ On the Manage Users form, click the Import button in the Microsoft Entra ID section of the ribbon.
This will open the Import Users From Microsoft Entra ID form. You can select one or more users to import into SI.
It is good practice to import "similar types" of users in a single import operation, based on their role in Entra ID. This is because you will need to assign them to an SI user group with a common set of permissions and a role in the next step.
In the next import operation, select users with a different role so that they can be assigned a different user group and role in SI.
4/ Once you have selected the users, click Import or Import and Close.
5/ In the Import Users Options dialog, assign a user group and role to the imported users.
Once the users are imported to SI, they will receive an email with a link to download and install the SI client and their login information.
Link User
If you already have users set up in SI and then decide to integrate with Entra ID, you can link the SI user to an Entra ID user.
To link a user:
1/ Select the SI user and click the Link button in the Microsoft Entra ID section of the ribbon.
2/ Select the user in Entra ID and click the Link button.
Once a user has been imported from Entra ID or linked to an Entra ID user, no passwords are stored in SI.
User Sign-In
Users will need to click OK and then tick the Connect via Microsoft Entra ID check box before attempting to sign in.
When they click the Connect button, they will be:
Prompted to choose their Entra ID account from the list (depending on how long your organization has set up Entra ID sign-ins to persist)
Prompted to enter their Entra ID account (email address), password, and whatever Multi-Factor Authentication (MFA) has been configured in Entra ID.
Sync Users
If you want to sync the name, email, username, and mobile numbers fields of a linked user from Entra ID to SI, click the Sync button in the Microsoft Entra ID section of the ribbon.
After the sync, any users marked inactive in Entra ID will be marked inactive in SI.