In step 3, when setting up your integration in the integration hub, you need to find out what should be included and excluded in your set-up. Dive into this article to find out what you should include and what you should exclude.
Include: Users included will be updated by the integration.
Exclude: Users excluded will not, and you can manage them manually.
For all the steps, please view this article: "Integration Hub: Integrate with Learningbank".
How to use it
The screenshots below show that the page is divided into three sections: user, department, 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. 
Now you are ready to add users/groups you do not wish to get updated to the exclude list, and the ones you wish should be added to the include list. If the user you wish to exclude exists in the platform, you click the dropdown, add the ones you need, and then click 'Apply'. After this, you click 'exclude', and they should be added to the list below. If the user/groups do not al already exist in the platform, you write their Name/Email/ID to the field instead of finding them in the dropdown.
Please see the case in the blue box further down to learn the best practices for setting up your integration hub.
❗To ensure that your administrator can access everything in the platform, you've likely added them to the top department. To prevent the integration from overwriting this with the administrator's actual department from the integrated system, make sure to add your administrator to the exclude list!
Should you need to add or remove users/groups from the list, you can always modify this. Just remember to click save after every time you make changes.
Include
- By creating certain include conditions, you define a set of users that should be included in the integration. Users not part of your included condition will not be imported.
- If you only include one user, it's only this user who'll be integrated into Learningbank.
- If you only include one department, it's only this department, which will be integrated into Learningbank.
- This can be used if the source system contains more users than you wish to import into Learningbank. For example, you can include only the users with a certain department.
💡 TIP: You can also use it to see which information the integration retrieves. By only including 1 user, you can set everything up, include one user, see the outcome, and import the rest afterwards.
Exclude
- Excluding is a bit different; by excluding, you decide which users should not be affected by the integration.
- So if you are in the platform administration department in the platform but is placed in the HR department in the source system, then he should not be moved to the HR Department.
🧠 Case - include & exclude
Let's say you have a group or a specific department that you wish to add to the platform and others that should not be added. To ensure that the right ones are added, you do the following:
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Go to the Department tab in the integration
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Add the Name of the department or security group in the field called Name or ID
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Click 'Include'
To avoid getting your own admin user overwritten by the integration, you go to the User page, search for your user in the menu called 'User', mark it off and exclude it. Do the same steps for any user that you do not wish to be overwritten by the integration.
For more information, please contact support@learningbank.io🚀