Associate existing users during sync

[MABrownParticipant]

In our PerfectForms instance, we have users that we created before PF had the ability to synchronize with an LDAP Directory. Now we want to use the ability to Sync, but at the same time we don’t want to lose those accounts that were created prior to the ability to Sync.

Is there a way to associate an existing PF account with an AD account during a synchronization?

[Dennis @ PerfectFormsBlocked]

When you do a sync you will be given a list of AD users with check-boxes next to each. You can select/un-select the ones you want to modify or add.

Workflow software, Process software, Procedure software

[MABrownParticipant]

What we are trying to avoid is a scenario where every time we synchronize, we have to locate and un-check a bunch of accounts to avoid having them deleted. It would be much better if we could setup the synchronization once and be able to run it without a lot of user interference (since otherwise it will never get done).

[Dennis @ PerfectFormsBlocked]

You can un-select all and then simply select the new individuals you want to add.

Workflow software, Process software, Procedure software

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