LDAP and Active Directory settings

If you decide to connect the desk to your AD, you would need to set it up. First, make sure there is a default role set for importing your users into the desk. This needs to be done and verified under Application Settings / General / Customer Role:

You can now proceed to the Manage Access / Active Directory Setup and follow the settings as shown in the following screenshot.

After filling in the details and saving the information, proceed to verify the connection to view a list of what would be fetched. Click the Test Connection button and a new tab should open listing data from your AD. See screenshot below:

Once you have verified that relevant data is being fetched, click Sync Active Directory Records to run your first data sync.

If you would like the desk to periodically update AD information automatically, locate Sync AD Duration under Application Settings and set your sync periodicity. Normal settings are to sync every 24 hours.

This setting entails any new user or record added in AD will be updated by the desk once in 24 hours.