Prerequisites

1. A user account in Reftab with the Administrator role.
   
2. SSO must have been set up.
   

In Reftab: Enable SCIM and generate token

In Zoho Directory: Set up provisioning

Note: All Reftab fields will be mapped to the relevant Zoho Directory field. To change this mapping, you should have the Standard or Professional plans in Zoho Directory.

1. Create users: Assigning users to Reftab in Zoho Directory will automatically add them as new users in Reftab.
   
2. Update user profile: For users with existing accounts in Reftab, changes made to the mapped fields in the user's profile in the Zoho Directory will be synced with their Reftab account.
   
3. Delete users: Unassigning users from Reftab in Zoho Directory will delete their account in Reftab.
   
4. Activate and deactivate users: Inactive users in Reftab will be activated when they are assigned to Reftab in Zoho Directory. Additionally, activating or deactivating a user in Zoho Directory will also activate and deactivate them in Reftab.
   

1. All Users: All the users that can be imported from Reftab to Zoho Directory.
   
2. New Users: Users with existing accounts in Reftab but do not have an account in Zoho Directory. These users will be added to Zoho Directory, and Reftab will be assigned to them.
   
3. Update Users: Users in Reftab who are already present in Zoho Directory. Choose a source profile, and the field values of the user profiles you select here will be overwritten with that of the source profile.
   
4. Users to Activate: Users inactive in Zoho Directory but active in Reftab will be activated while importing.
   
5. Users to Deactivate: For users who are active in Zoho Directory but inactive in Reftab, those users will be disabled from Reftab while importing.