You can sync your Microsoft Entra ID directory with the FacilityOS Address Book to keep it automatically up to date.
Before you start
Read the following prerequisites before integrating the Address Book with Microsoft Entra ID:
- Make sure you have a Microsoft Entra ID Global Administrator account.
- Review the Security and confidentiality of data section.
- If your Address Book already contains employees that were added manually, syncing with Microsoft Entra ID will not update their information. To ensure employee details are updated automatically, delete any manually added employees. To learn how, see Delete an employee.
Integrate the Address Book with Microsoft Entra ID
- Contact FacilityOS support to request the Address Book sync integration with Microsoft Entra ID. If your organization requires Gov Cloud to be enabled for the integration, make sure to mention it in your request.
- After your request is processed, you will receive an integration URL. Open the URL.
- Sign in with your Microsoft Entra ID credentials.
- Review and approve the requested permissions. In your Microsoft Entra admin center, an enterprise application named "FacilityOS Entra ID" is added.
- For each site in FacilityOS, create a separate security group in Microsoft Entra ID and add members. For instructions, see Create a basic group and add members.
- Email FacilityOS Support the group names and their associated sites so that they can complete the integration for you.
Verify the sync in FacilityOS
After you integrate the Address Book with Microsoft Entra ID, it syncs your employees automatically at 8 AM ET. Follow the steps below to confirm that the sync completed successfully.
- In FacilityOS, from the left sidebar, click Manage, then select Address Book.
- Successfully synced employees have a lock
icon.
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Select an employee to view details such as name, email address, phone number, and site assignment.
Important:
To edit an employee's details, make the changes in Microsoft Entra ID.