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Coming soon. Google Workspace Directory and Microsoft Entra ID Directory show Coming soon in Settings and cannot be connected yet. This page describes how they will work.
If your company’s accounts live in Google Workspace or Microsoft Entra ID, Softbooq can read that directory and invite your colleagues for you. You review every change before it happens: who is invited, whose name changed, and who left and should lose access. Both are in Settings → Integrations, under Identity & Directory.

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Connect your directory

  • Google Workspace Directory: choose Connect Google Workspace and sign in with a super-admin account.
  • Microsoft Entra ID Directory: choose Connect Microsoft Entra and sign in as a Global Administrator, who approves Softbooq reading your users.
Softbooq only reads your directory. It never changes anything in it. Set Default role for synced users: the role new colleagues get when they are invited (Admin, Manager, Employee or Viewer). You can change anyone’s role afterwards in User Management.

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Review and apply changes

Choose Preview sync (or Sync from Directory in User Management). Sync preview shows three lists:
  • New invitations: people in your directory who are not in Softbooq yet
  • Removed: people in Softbooq, with an address on your directory’s domain, who are no longer in the directory. Selecting them removes their access to Softbooq
  • Profile changes: names and details that changed in the directory
Tick what you want and choose Apply. Nothing happens until you do. With Google Workspace, colleagues who are suspended there lose their access in Softbooq when you next apply changes.

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Invite new colleagues every day

Turn on Auto-sync new users daily and every day at 03:00 UTC Softbooq invites anyone new in the directory, with the default role. Auto-sync only invites. Removals and name changes always wait for you to apply them.

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What happens when someone loses access

Their account is deactivated, and nothing they made is deleted. Their open deals and contracts no longer have an owner, their tickets and CRM tasks are unassigned, their CRM sequences pause, and any pending invitation is cancelled. Give their work to someone else afterwards.

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Disconnect

Disconnect stops the sync. Invitations already sent stay valid.

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FAQ

Not at the moment. The whole directory is read, and you choose who to invite in the preview.
They can. Signing in with Google or Microsoft is open to everyone on the sign-in page, whether or not you use directory sync.

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See also

Device management

Bring in your company’s laptops and phones.

Admin Portal

Users, roles and security.

Integrations

Everything Softbooq connects to.