• GoTo Admin
  • GoTo Admin Portal
  • Set up SSO and user provisioning
  • Automated user and product provisioning
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Set up and run User Sync

User Sync is a service in GoTo Admin. User Sync enables you to set up rules to automatically update product entitlements and roles for your SCIM-based users in response to updates in your third-party identity provider's directory.

User Sync is designed to be set up based on the groups defined in your third party identity provider's directory, enabled, and then left to run in the background as user updates are captured from the directory.

View of User sync in GoTo Admin

Access and run User Sync

Once you've installed, configured, and run your preferred third-party identity provider's directory, you can access and run User Sync.

Before you begin: The following are required:
  • Corporate account with at least one admin who has both Organization and GoTo product admin roles
  • Validated Organization domain
  • If you're using Microsoft Active Directory, the Active Directory Connector v2 must be installed, and users and groups must be updated from your company's Active Directory

  1. Sign in to GoTo Admin.
  2. In the navigation menu, select People > User Sync.
  3. Now you can begin creating and/or modifying existing sync rules and priorities, as well as manage custom attributes (if you had added any when configuring your third-party identity provider's directory).
  4. Once finished, enable the setting for User sync.

    Result: Syncing will begin to apply the rules and priorities.

Troubleshooting User Sync

If you run User Sync and the sync fails, detailed banner(s) are displayed with the failure reason (e.g., users have existing accounts, out of licenses, etc.). For each type of failure, you can select Details to view the list of users that were unable to be synced, and take appropriate action (e.g., purchasing more licenses to accommodate more users). Once the cause of the failure is resolved, you can select Retry sync to run the sync again. Additionally, sync failure messages are also logged in GoTo AdminHome > Activity section.

Related Articles:
  • Is automated provisioning right for me?
  • Choose an automated provisioning option
  • Set up automated user and product provisioning
  • Manage custom attributes
  • Manage User Sync rules
Article last updated: 7 October, 2024
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