Watch the video before you dive into the article to view the steps and understand what is the most important before you start🍿
❗Before you start setting up your integration on the integration hub, it's a good idea to disable your notifications in the communication tab (to ensure you're not sending off communication without being ready).
Step 1 - Integration Hub
Enter your Learningbank platform, navigate to the Organization tab, and click Integration Hub. Here, you can see all the standard user integrations you can easily integrate with 🛠
If you don't see your integration in the overview, please reach out to your Customer Success Manager or [email protected].
Step 2 - Find your integration
Once you've found your integration, simply click the integration to start the process.
Step 3 - Include vs Exclude
The screenshots below show that the page is divided into three sections: users, departments, and settings. In both the 'Users' menu and the 'Departments' menu, you have the option to include or exclude certain users or groups. If you need to exclude/include singular users, go to the user tab, and if you need to exclude/include a group, go to the department tab.
Include: Users included will be updated by the integration.
Exclude: Users excluded will not, and you can manage them manually.
❗Prevent the integration from overwriting the administrator's top department by adding them to the exclude list.
Learn more on how to manage include and exclude in this article: "Integration hub: Include and Exclude".
Step 4 - Finalise your integration
When you are finished deciding on the above conditions, click the next button. The platform will guide you through the remaining steps - just follow the instructions 💪
Within a short time, you've finalised the user integration to the platform. Voila!
Good to know💭 If you wish to map different fields after setting up the integration, we can help you with this. However, you must have set up the integration in the integration hub beforehand.