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  • How to Import Client Portal Users From Active Directory




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Navigate to the Single Sign-On configuration in the system settings

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Here you'll input the Client ID and Client Secret, add metadata files if necessary, and decide whether to synchronize user groups.

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Now, to import client portal users from Azure AD, navigate to "Manage Client" under the Client Portal settings:

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Clients will be then able to access the client portal via the link shared by administrators. 

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Note

The URL for clients using Azure Active Directory is accessible from the top of the manage client portal users page.

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