# User sync (legacy - search SCIM)

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### **Getting Started**&#x20;

User sync provides administrators with the ability to control and manage all UMA users from within Microsoft 365.

Users can be assigned to a specific group in Microsoft 365 which matches their role in UMA. For more information on roles click [here](https://support.meetuma.ai/uma-knowledgebase/getting-started/users/user-roles).

{% hint style="warning" %}
Please note, syncing will fail until all required groups have been created and at least one user has been added to the 'Admin' group.
{% endhint %}

To get started, create groups in Microsoft 365 with the following names:

* <mark style="color:blue;">UMA Admin</mark>
* <mark style="color:blue;">UMA Advanced Manager</mark>
* <mark style="color:blue;">UMA Manager</mark>
* <mark style="color:blue;">UMA Hidden User</mark>
* <mark style="color:blue;">UMA User</mark>
* <mark style="color:blue;">UMA Building Admin</mark> <mark style="color:red;">**(optional group)**</mark>

{% hint style="warning" %}
Make sure that 'only invited users' is selected when you create the groups.
{% endhint %}

Then assign users as members to each group based on the role required.

Next, navigate to 'Company Settings' in UMA and under 'User Settings' toggle on 'User Sync' and hit 'Save' at the bottom of the page.

![](https://help.meetuma.ai/rest/api/content/989233169/child/attachment/att997031976/download)

The initial sync is completed immediately and if the above steps have been completed successfully you should see all your users in the 'Manage' -> 'Users' section within a few minutes.

{% hint style="info" %}
All existing users within UMA that haven't been added to a group will be made inactive after a successful sync.
{% endhint %}

{% hint style="info" %}
All existing users in UMA that have been added to a group will stay active.
{% endhint %}

{% hint style="info" %}
All users that have synced from Microsoft 365 will be automatically created as active users.
{% endhint %}

### **User Management**&#x20;

After user sync has been turned on and successfully synced it will now check for any changes periodically and replicate in UMA.

If you add or remove a member from an Microsoft 365 group it will automatically sync with UMA periodically.

If you remove a member from a group they will be made 'inactive' and won't be able to login to UMA.

{% hint style="warning" %}
If you add a user to more than one group they will be given the lowest permissions.
{% endhint %}


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