Articles in this section

How to use AD claims in User Profile?

Updated
Follow

About this article

AD claims are attributes coming from Active Directory, and these can be used to fill out User Profile information. User Profiles can be linked to AD claims and be either automatically filled and locked, or filled in by clicking Update profile information from company data in the Manage User Profile.

This article will explain how to set it up mapping to User Profile from a configuration perspective.

Sections in this article:

 

Prerequisites

 
  • Admin access in Templafy tenant
  • Authentication method needs to be Azure AD or SAML2

 

Supported AD claims

  • Active
  • Address
  • City
  • CompanyName
  • Country
  • Department
  • DisplayName
  • Email
  • ExternalUserId
  • FacsimileNumber
  • FirstName
  • JobTitle
  • LastName
  • MobilePhone
  • PostalCode
  • PreferredLanguage
  • State
  • TelephoneNumber

 

How to map AD claims in User Profile?

  1. Go to the Admin Center
  2. Navigate to the Users tab
  3. Select User Profile tab
  4. Click Edit form
  5. Click Add form field
  6. Fill out required fields in the General tab - go to article Configuration of form fields in the User Profile for more information 
  7. Go to the Configuration tab
  8. Scroll down to the field AD Claim
  9. Select an option from the dropdown list, that you wish to map to an AD claim

    mceclip0.png

  10. Click Add field

 

 
  • When a new User Profile is created, fields mapped to AD claim can be pre-populated with company data from Active Directory by toggling the auto-update AD Claim function
  • Custom claims are currently ONLY supported with SAML2 authentication (OKTA, OneLogin,..). NOT Azure AD-OpenID Connect
  • Only TextBox fields can be used to map AD claims in the User Profile

 

How to enable auto-update AD Claims in default User Profile only

  1. Follow steps 1-3 above to navigate to Edit form
  2. Click Edit on one of the User Profile fields, that is linked to an AD claim
  3. Click the check box Lock profile field from edits so it becomes blue - this will lock the field for end-user editing and it only applies to the default User Profile 
  4. Click Save field
  5. Click Publish

    Default.png

How to enable auto-update AD Claims across all User Profiles

  1. Follow steps 1-3 above to navigate to Edit form
  2. Click Edit on one of the User Profile fields, that is linked to an AD claim
  3. Click the check box Lock profile field from edits so it becomes blue
  4. Click the next check box Lock profile field for all user profiles this will lock the field for end-user editing in all User Profiles
  5. Click Save field
  6. Click Publish

All.png

 

Related articles

 

 

Related articles

Comments

0 comments

Article is closed for comments.