User Sync Settings and Lifecycle Behavior in Zoho Directory Identity Connect

User Sync Settings and Lifecycle Behavior

Prerequisites: Directory sync must already be configured - See Configure Directory Sync.
This article covers how to configure automated rules for user account handling based on changes in Active Directory, plus the scheduling and review steps that complete setup.

Settings overview

Setting
What it's for
Options
Password Notifications
Decide how new users get their initial passwords
  1. Send email OTP to user - The new user receives an OTP directly at their registered email.
  2. Send email OTP to admin - Admin receives the OTP/setup info to forward manually.
  3. Don't notify - No automatic notification; admin must notify the user manually through another medium.
Status Sync
Choose how to reflect a user's AD account status changes in Zoho Directory
  1. Reflect - If disabled in AD, the Zoho Directory account is also disabled (and re-enabled if restored).
  2. Do nothing - Ignore AD status changes.
Mail Notifications
Choose whether to notify synced users
  1. Send - Sends emails to newly synced users and resends invite links to pending users.
  2. Don't send - No email notifications.
When User Leaves Selected OU
Define what happens in Zoho Directory when a user is moved out of a selected/synced AD OU
  1. Disable - The user's Zoho account is auto-disabled.
  2. Do nothing - The account remains active but is no longer included in future sync operations.

Important: the Status Sync ↔ OU-departure dependency

There is a crucial interaction between Setting 2 and Setting 4. "When User Leaves Selected OU" is only available if Status Sync is set to Reflect. If you choose Do nothing for Status Sync, the system cannot manage user status based on OU membership, and the "When User Leaves Selected OU" setting will become disabled and unavailable.

Example

Assume user Dexter is moved out of their synced OU in Active Directory:
Status Sync
When Dexter Leaves OU setting
Action in AD
Result in Zoho Directory
Reflect in ZD
Disable in ZD
Dexter is removed from OU but still active in AD
Dexter's Zoho account is disabled (OU rule applies)
Do nothing
(field disabled - no choice available)
Dexter is removed from OU
Dexter's Zoho account remains active but is no longer synced

Hard deletion propagation from Active Directory

When Identity Connect is enabled, Active Directory acts as the primary source for user discovery. If a user is deleted or disabled in Active Directory, the resulting action in Zoho Directory depends on your Status Sync setting:
When Status Sync is set to Reflect, users disabled or removed in Active Directory are disabled (not deleted) in Zoho Directory by default.
If your organization requires users to be completely deleted from Zoho Directory instead of just disabled, contact Zoho Directory Support to get this particular configuration enabled. Enabling deletion propagation will permanently remove users in Zoho Directory when they are disabled/deleted in Active Directory.
For step-by-step instructions on deleting users and handling ownership transfers, see How to Delete a User
InfoNote on admin deletion: Each Identity Connect configuration is tied to a Zoho Directory admin. To ensure uninterrupted sync, the system will not allow deletion or disablement of an owner-admin. You must first use Change Ownership in the tray app to transfer dependencies to another admin before the original account can be removed. Attempting deletion directly will be blocked, and the account will be placed in a "delete-pending" state until dependencies are cleared.

Deleting a directory-synced user from Zoho Directory

Deleting a user in Zoho Directory does not remove the user from Active Directory.
Notes
Warning on data loss: If "Delete in ZD" is enabled, removing a user from Active Directory will permanently erase their Zoho mail, files, and service data. This cannot be recovered even if the user is re-synced later from Active Directory.

Common sync scenarios after user deletion

Scenario
Action in ZD
Action in AD
Manual Sync Result
Scheduled Sync Result
Manual recreation
User deleted
User exists & meets criteria
User appears in "Users to Create"
User is automatically recreated
Complete removal
User deleted
User deleted
No action
No re-provisioning (user remains deleted)
Mixed Zoho & AD actions (or) Conflicting actions
User deleted
User disabled/moved out of synced OU
Depends on Status Sync setting
Depends on Status Sync setting
This table illustrates typical outcomes. Actual results depend on your specific sync criteria and status settings.

Schedule sync

Set frequency (Daily/Weekly/Monthly) and time of sync. Click Save and Next.
Changes in Active Directory are reflected based on the configured sync schedule and may not appear immediately in Zoho Directory.

Review and finalize sync

  1. Review and select users from the imported list to add to Zoho Directory, using these filters:
    1. New Users - Found in your directory but not yet in Zoho Directory.
    2. Users to Update - Existing Zoho Directory users whose info will be updated from your directory in the next sync.
    3. Marked for Activation/Disable - Users who will be activated or disabled based on their directory status. Review this category carefully before syncing to avoid unintended access changes.
    4. Ignored - Users who don't meet the defined sync criteria.
  2. Click Add and Continue, review the summary, and click Finish to complete setup.
Setup is now complete. Active Directory users and groups will sync automatically based on the rules you've defined. To check on agent health or sync status going forward, see Monitoring and Troubleshooting.

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