Directory

A directory contains the users of your company and their contact data. Some of the characteristics of a directory are:

• contains users that can log in to Federated Directory
• contains information the way users are authenticated e.g. using SSO or direct login
• can be provisioned by other services e.g. Azure AD or Google Workspace
• can co-exist next to other directories

When you sign up to Federated Directory, we create your first directory. The administrator account you receive during sign up is located in this directory.

Depending on your situation and wishes you might have one or multiple directories inside your tenant at Federated Directory. For possible use-cases please refer to the next paragraph.

1. Single Directory versus Multiple Directories
2. Create a directory
3. Manage or sync users
4. Directory settings
5. Directory keys
6. Delete a directory

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Single Directory versus Multiple Directories

Single directory

In case your organization have stored all the contacts information centrally, you will probably only need one directory inside Federated Directory. It’s going to be one to one relation between your contact source and Federated Directory.

Multiple directories

If you have multiple directories in your organization we advice you to create a directory for every source.
Multiple directories or a single directory have no impact on the search experience or your users. Users from separate directories or even companies are joined within Federated Directory in groups. This is how they can find each other’s contact data.

Multiple companies

Whenever your users need to search through the address lists of multiple organizations, it might be smart to let every organization sign up to Federated Directory individually and create a group that contains the users of these companies.

The benefits of this setup is:

• Users can filter on the organization of a contact and see this information in tje results
• Admins of the various organizations get their Federated Directory environment and stay in control of their own data

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Create a directory

Creating a new directory is easy: go to ‘Directories’ in the main menu and click the CREATE DIRECTORY button.

In the next step you can configure your new directory with main attributes.

You will be able change these settings later on.

Whenever you are done, click CREATE DIRECTORY button at the bottom to finalize creation process.

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Manage or sync users

To fill a directory, you can choose one of two options:

• Automatically
• Manually

Automatically

If your company owns a corporate address book, you can provision it to directory with all the users becoming available to you automatically. We have turnkey integrations with following systems:

• Google
• Microsoft 365 / Azure AD
• OneLogin
• Okta

However, if your contact data are stored on another system then mention above and this platform supports SCIM 2.0 provisioning, you are in luck. You can use our generic SCIM API interface to push user data into your the directory.

Any user that is created, updated, or deleted on those systems will be automatically replicated into your directory, including all the relevant contact information.

Directory is not limited to single provisioning, that means you can provision multiple corporate address books to one directory. Thus, you virtually concatenate your internal corporate address books into one big directory, thereby allowing your users to search through all separate address books in one place.

Manually

If your company does not have a corporate address book, you can fill your directory manually. Adding the contact details can be done in one of two ways:

1. Using ‘Create user’ form, inside our application.

   By using this method you will have to add one user at a time

2. By uploading a CSV file containing the contact information of all your employees.

   This will allow you to add multiple users at the same time

Export

To export users click icon and to import click button.

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Directory settings

On this tab you will find a couple of separate settings:

• Basic settings
• Authentication method
• Logo
• User functionality

Basic settings

Set the name and a description of this directory.

You will also find the DELETE DIRECTORY button here. Be careful, this will immediately delete all the users in this directory.

Authentication Method

Authentication method defines the way your users will log in to Federated Directory. You can enable multiple options at the same time.

Logo

Logo is used whenever the directories of your company are displayed during the login process.

To change logo click the SELECT LOGO button and select an image from your machine.

The file you select must have:

• the JPG or PNG format
• a maximum file size of 3MB
• a resolution of 150 x 150 pixels (for best results)

To resize and crop an image you can use one of the online image resizing tools, like http://www.resizeimage.net

When you have selected a logo it will appear on your screen and the SAVE LOGO button will lights up.

As soon as you press it your directory logo will be uploaded to our servers.

User functionality

Enable or disable some functionalities in Federated Directory for the users in this directory.

• My Account
  Let users update the data on their own account, directly in Federated Directory
• Groups
  Let user create groups and invite users to this group. Users are still able to accept group invites or be promoted to group owner with this setting disabled. They can, however no longer create their own groups.

Directory keys

The best way to integrate another system with one directory, is to use a directory key. A directory key only has administrator privileges inside the directory it is created. With a directory key, the other system can create, read, update and delete the users inside that directory only.

All user management introductions mentioned above require a directory key for their integration with Federated Directory.

Select tab KEYS to manage the directory keys. Click CREATE KEY button to create a new key.

After the key is created, you will receive an issuer, private key and an access token. Access token gives direct access to all user data inside this directory, so store it safely. Also make sure you copy the access token because it will be only visible once after the creation of a new directory key.

The issuer and private key can be used to create an access token, based upon the OAuth2 principle. Check out our developer help section for the details.

If you do not use a directory key, remove it by opening a key and clicking DELETE KEY button.

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Delete a directory

Every directory can be easily removed. However remember that all users in this directory will also be removed from Federated Directory. Their user data will no longer be available; Not only for the users of your own company but also for any company you federated with.

You can delete a directory from the ‘directory overview’.

1. Go to Directories in the side menu
2. Choose the directory you want to delete
3. In the directory overview navigate to CONFIG tab
4. Click DELETE DIRECTORY button

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