How to Add Users via Phin's Azure Sync

Phin's Azure Sync makes management SAT easy! The sync automatically updates on a rotating cycle so you only ever have to do it once.

Phin's Azure Sync is excellent at reducing your time managing users for Security Awareness Training. Below we will dive into how to connect the Azure Sync to ensure you're set up for success on Phin's platform. 

Navigating to the Azure Sync

If you aren't already at the home screen of the client portal, start by navigating to the home screen.

There are two ways to get to Phin's Azure Sync, below you'll see guides for both. 

• Navigate via the User Management tab on the home screen. 
  
  • Start by clicking on the User Management tab in our client setup list. 
    
  • Once there, you will see two options (Sync Users with Azure and Manually Import Users). Click on the first option, Sync Users with Azure. 
    
  • After clicking this option you will be brought to the Azure Sync page and can continue on to the next step. 
• Navigate via the Integrations page. 
  
  • Start by clicking on Integrations in the left side hand menu. 
    

• • Once on the Integrations page, you'll look for the User Sync option, then click Connect.
    
    
  • After clicking this option you will be brought to the Azure Sync page and can continue on to the next step. 
    
    

Connecting Phin's Azure Sync

Begin by clicking Continue to Microsoft on the Azure Sync page. 

After clicking, Continue to Microsoft, you will be brought to Microsoft's sign-in page. This is where you need to log in with the Global Admin account for your client. 

Once you log in you'll see a list of the permissions we're requesting. Once you've reviewed the permissions, click Accept. 

Once you click Accept the sync process will begin. This may take a few minutes to complete.

 

Once the sync has finished verifying Microsoft's consent status you will be brought to the Staging phase (indicated at the top of your screen). 

In the Staging step, you have the option to select certain groups to be included in the sync. If you would like to sync all groups, you can skip this step.

Once the sync has finished verifying Microsoft's consent status you will be brought to the Staged phase (indicated at the top of your screen). 

All of your users and groups from your Azure tenant are now staged. These are the changes that we will make to your Phin account if you commit these changes. You will be able to manage these users after syncing has started.

Before we continue on with the sync process, we're going to take a brief moment to discuss how to sleep users & groups within the Azure Sync process. 

If you'd like to skip past sleeping users, click here. 

Sleeping Users and Groups during the sync process:

For the purpose of this article, we will only be discussing how to sleep users & groups during the sync process. If you'd like to learn more about sleeping users and groups, click here. 

Sleeping Users

To get started, begin by looking at the list of users on the right-hand side. You will see on the right side of each user, under the Action column, an option to Sleep. 

To sleep that user clicks the Sleep button. You will now see that the user has turned grey, indicating that they've slept. 

To wake a user back up, simply click on the Include button.

You will now see that the user has been woken back up. They are now able to receive both Phishing and Training. 

Sleeping Groups

To get started, begin by looking at the list of users on the right-hand side. At the top, you will see that Users are currently selected. We need to select Groups. 

By selecting Groups, you will now see a list of your groups instead of users. To sleep a group, click on Sleep on the righthand side of the group you'd like to sleep. 

Once you click Sleep, that entire group will be slept. 

If you'd like to wake a group back up, click Include. 

You will now see that that group is now awake and able to receive Phishing and Training.

Finishing the Azure Sync 

Once you have slept all the users or groups you'd like, click Commit to finish the sync process. 

You have now initiated the first sync.

Once the first sync is finished you will be brought to the Connected page. 

You have officially finished your Azure Sync! You can check the Sync Status and if there were any errors on this page. 

You can always manually resync by clicking Sync Now. 

The sync process is complete! Since it automatically resyncs every 6 hours, you never need to come back to this page to manage the process.