Common: LDAP Settings

• Default Team - A new user's default Team.

The team assignment can be changed in the platform after the user logs in.

The user can change it in their Personal Settings. An admin can do so in the Users page.

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• Default Access Profile - A new user's default Access Profile.

The user's access profile is fully determined by the LDAP configuration.

• LDAP Attribute for Access Profile - The name of an LDAP field that designates the user's access profile.

The LDAP attribute must contain an access profile's record ID.

To get a record ID:

a. Go to > Access Management > Access Profiles

b. Modify the view to display Record IDs, and copy the ones you need.

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• Default Application - The initial Application the user sees when they log in.

That setting can be changed in the platform after the user logs in.

The user can change it in their Personal Settings. An admin can do so in the Users page.

To grant access to additional applications:

a. When the user logs in, a User record is created for them in the platform.

b. You can then use the Application Access page to specify the applications the user can access.

• LDAP Attribute for Application - The name of an LDAP field that designates the user's application.

The LDAP attribute must contain the application's record ID.

To get a record ID:

a. Go to > Access Management > Application Access

b. Modify the view to display Record IDs, and copy the ones you need.

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• Default Role - The new user's Role in the application.

That setting can be changed in the platform after the user logs in.

The user can change it in their Personal Settings. An admin can do so in the Users page.

• LDAP Attribute for Role - The name of an LDAP field that designates the user's role in the application.

The LDAP attribute must contain the role's record ID.

To get a record ID:

a. Open the application, if it is not already running.

b. Go to > Customization > Application Roles

c. Modify the view to display Record IDs, and copy the ones you need.