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  • How to Import Client Portal Users From Active Directory




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Objectives:

  • Enable SSO 
  • Import Client Portal Users From Active Directory

Steps:

To enable seamless sign-in experiences for your client portal users using their Microsoft accounts, you can integrate App4Legal LEXZUR with your Azure Active Directory.

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Subsequently, you need to activate Single Sign-On (SSO) within App4LegalLEXZUR.

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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Select the AD group and Company, and initiate the synchronization process. 

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.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!