User and User Group Sync
Organizations that already have existing accounts with identity providers like Microsoft Entra ID and Okta can easily import their users and user groups to Zoho Vault. Additionally, teams can now automatically sync users and user groups from their respective directory services.
Note: This feature is only available in Zoho Vault's Professional and Enterprise editions.Prerequisites
Link your directory account (Okta, Microsoft Entra ID) with Zoho Vault to import or sync users and user groups.
Link with Microsoft Entra ID
To link your Microsoft Entra ID account with Vault:
- Log in to your Zoho Vault account as a super admin
- Click Settings, then select Users under the User Management section.
- Click Sync Settings, then select Link with Microsoft Entra ID.
- Log in to your Microsoft Entra ID account in the pop up window if you haven't already.
Link with Okta
Follow the steps in this document (up to step 6 under Configuring the token in Zoho Vault) to link your Zoho Vault account with Okta.
Customizing user and user group sync
After linking your directory account with Zoho Vault, set up user and user group sync by clicking Sync Setting from the Users tab.
- Enable sync: Enable sync to get started. The integrated directory service will be auto-selected for your account.
- Sync frequency: Select your choice of Hourly, Daily, or Weekly for sync frequency. You can fine-tune your selection using the Sync once every field accordingly.
- One-time password: When you integrate your directory service with Vault, a new Zoho account will automatically be created for every newly imported user. This auto-generated one-time password will grant users access to their Zoho accounts.Note: Users will be prompted to reset this password at first login.
- If you want to automatically remove users deleted from your directory from Zoho Vault, select Deleted for the Users deleted from directory must be field. If you only want their accounts disabled in Vault, select Disabled.
- Hit Save. You will find the Next Sync field auto-populated with the schedule for the next auto-sync process.
Sync individual groups
To sync selected groups from your directory service, use the following steps:
Sync user groups from Microsoft Entra ID
- Access Settings, then click User Group under User Management.
- Select Import, then click Import from Microsoft Entra ID.
- Import relevant user groups if you haven't already.
- Select Sync corresponding to the user groups of your choice to sync only those selected groups with Zoho Vault.
Sync user groups from Okta
- Access Settings, then click AD/LDAP Integration under Integrations.
- Select Import users.
- Import relevant user groups if you haven't already.
- Select Sync corresponding to the user groups of your choice to sync only those selected groups with Zoho Vault.
Note: You can also revoke sync for specific user groups whenever required by following the same procedure.Revoke app permissions
To disconnect your directory service from Zoho Vault, use the following steps:
Revoke app permissions in Microsoft Entra ID
- Log in to your Microsoft Entra ID account, then access My account.
- Select App permissions
- Select Revoke corresponding to Zoho Vault.
Revoke app permissions in Okta
- Log in to your Okta account as an admin.
- Select API from the Security tab.
- Delete the Zoho Vault token from the API tokens page.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Integration with Microsoft Entra ID
Zoho Vault can easily be integrated with Microsoft Entra ID for efficient collaboration and user management. With this integration, you can manage users' access to Zoho Vault from your Microsoft Entra ID portal, and allow users to access Zoho Vault ...Importing Users and User Groups from Okta
Zoho Vault allows admins to import multiple users and user groups from a federated single sign-on solution like Okta. Enterprises can now onboard their entire team or selective users from Okta in no time. This configuration involves two steps: ...User Management
There are three main areas when it comes to user management: Adding users Creating user groups Assigning roles Adding Users Zoho Vault provides different options for you to add users into your account. You can manually add users by sending them an ...How many users can be added to a user group?
A single user group can have as many as 250 users. Still can’t find what you’re looking for? Contact us. We will be happy to help.Integration with Microsoft Active Directory
You can integrate Zoho Vault with your corporate identity stores, such as Active Directory (AD) or Lightweight Directory Access Protocol (LDAP), to manage and authenticate users. Acting as the service provider, Zoho Vault integrates with AD and LDAP, ...
New to Zoho LandingPage?
Zoho LandingPage Resources