Synchronize to add users with Basic user role

Home Forum Integrating PerfectForms Synchronize to add users with Basic user role

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  • #1943

    MABrown
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    We need to add 300 users with basic licenses to our PerfectForms system. The users exist in Active Directory, but from what I can tell, it does not seem to be possible to control the user role using AD Group memberships.

    I was wondering, would it be possible to use the AD Synchronization to add a limited number of users with Basic licenses by using a filter to limit the results to only those users who need to have the basic license, along with changing the default role to Basic?

    #6357

    One of the options in the Synchronize screen is “Default User Role”. It can be Limited, Basic, or Full user license. There is a great video tutorial embedded in the help guide page about the topic. It walks you through the process: http://www.perfectforms.com/Documentation/manual/html/?fg_synchronizing_users__user_grou.htm

    Workflow software, Process software, Procedure software

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