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User and group management in deskbird

  • Updated

Effective user and group management optimize your organization's experience with deskbird. You have several flexible methods available, from manual administration to automated integrations:

Here's a clear overview of each approach, along with suggested use cases to help you choose the best option for your organization.

1. Manual Management via Admin Panel

Capabilities:

  • Quickly manage users and groups directly within deskbird.
  • Full access to all deskbird features, including office roles, office functions, hybrid work policies, and detailed user settings.

Ideal Use Cases:

  • Smaller organizations or immediate, straightforward management needs.
  • Complementing automated integrations to manage advanced features like roles and policies.

→ Learn how to manage users manually

2. In-App CSV Import

Capabilities:

  • Simple bulk import of users into deskbird using CSV files.
  • Fast and straightforward for initial user setup.

Ideal Use Cases:

  • Initial setup or bulk onboarding of users.
  • Organizations not currently utilizing automated synchronization.

→ Learn more about In-App CSV Import

3. SCIM (System for Cross-domain Identity Management)

Capabilities:

  • Automated synchronization of users, group memberships, and manager relationships from identity providers like Okta, OneLogin, and Microsoft Entra ID.
  • Continuous, real-time updates of user statuses.

Ideal Use Cases:

  • Centralized management of user access and roles from a single identity provider.
  • Organizations that prioritize automated, secure, real-time updates for large user bases.

→ Learn how to set up SCIM integration

4. HRIS Sync via Merge

Integrating your Human Resources Information System (HRIS) via Merge allows automated provisioning and deprovisioning of users directly from your HR software.

Capabilities:

  • Automated user provisioning and deprovisioning based on HRIS data.
  • Synchronizes organizational groups (e.g., departments, teams, cost centers) and absence records.
  • Automatically maps direct manager-report relationships.

Ideal Use Cases:

  • Organizations without SCIM but needing automated user and group management directly from their HR system.
  • Clients using popular HR systems such as ADP Workforce Now, BambooHR, Personio, Workday, and others supported via Merge.

→ Detailed instructions for HRIS integration via Merge

5. Microsoft Entra ID (formerly Azure AD)

Capabilities:

  • Automated synchronization of user accounts and group memberships directly from Microsoft Entra ID.
  • Supports nested group structures.
  • Manual synchronization option for handling complex group structures.

Ideal Use Cases:

  • Organizations utilizing Microsoft Entra ID as their primary identity provider.
  • Complex organizational hierarchies requiring nested group management.

→ Learn how to integrate with Microsoft Entra ID

💡 Need more guidance?

For additional help in choosing the best method or assistance with setup, please reach out directly to support@deskbird.com.

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