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Azure AD is a system access management cloud service created by Microsoft. It offers greater security to companies and their employees while working on a system to avoid cyber attacks.

This tool is widely used to manage users and, in the case of Pipefy, you can use Azure AD to add, modify, and delete members all at once, instead of doing it manually.

The first step is to integrate Azure AD to Pipefy, then you can create or delete members from your organization.

Here is how to do it:

1. Go to Users

2. Click on New User.

3. Choose Create an User.

4. Fill in the users information. Only user name and name are required. Then, click on Create.

The synchronization can take up to 40 minutes to be done. But, it is possible to sync manually in the case of creating a new user if you go to Provisioning and follow the steps on the provision on demand below.

1. Go to Users.

2. Click on New User.

3. Choose Invite User.

4. Fill in the information about the user. Only email address is required.

5. Click on Invite.

The synchronization can take up to 40 minutes to be done. But, it is possible to sync manually in thecase of creating a new user if you go to Provisioning and follow the steps below.

1. On your connection page and click on Provision on demand.

2. Then, search for the user you want to sync.

3. Finally, click on Provision.

You will see a page showing the provisioning has succeeded. If not, contact our support team.

📌 Attention: When creating a user, they will be invited to Pipefy with a “Guest” role. To change the user role using Azure AD, create a Group.

1. Go to Users.

2. Click on All users

3. Select the user or the users you want to delete.

4. Click on Delete User.

5. Confirm by clicking on ok.

📌 Attention: There is no way to do a Provision on demand when deleting a user, so we need to wait until Azure syncs the users. A user can take up to 40 minutes to be deleted on Pipefy after being deleted on Azure.

When deleting users from the Company, you are also deleting them from all pipes they are in.

In Azure AD, you can create groups to manage company members and permissions according to their permission level. Learn more.

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