WEBVTT

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Before setting up your integration in

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the Integration hub, we recommend going

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to Platform Settings and then to

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Communication to disable all

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communications that can be disabled.

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This helps avoid sending unwanted

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communication to users who will be

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created in the platform once the

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integration is set up.

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Now, we are ready to go to Data and

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Integration hub and choose the

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integration we want to set up.

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There are a few different options to

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consider before setting up the

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integration.

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On the Users tab, we need to decide

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whether to exclude or include specific

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users.

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Most people choose to exclude their

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admin team.

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Excluding the admin team means these

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users will not be affected by any

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changes made through the integration.

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For departments, it is recommended to

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set up a security group.

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These users within the group will be

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added to the platform and affected by

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the changes.

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We can also choose to include or exclude

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certain job profiles or permissions.

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In the settings, we decide what is

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updated via the integration.

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For example, we can choose to change or

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create job profiles, departments, or

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permissions.

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Enabling "change" means the job profile

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will be updated based on the selected

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field in the integration.

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"Create" means the job profile will be

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created if it does not already exist in

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the platform.

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The same applies to departments and

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For permissions, we can also set up a

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default manager permission.

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Additionally, we can choose what happens

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to users who are no longer part of the

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security group.

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By default, the user will stay in the

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platform, but we can choose to have the

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user deactivated as well.

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If we want to know more about the

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different settings, we can always hover

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over the question marks for further

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explanations.

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Now we're ready to activate the

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Before doing that, it's important to

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click Enable so the sync will actually

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happen.

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Once we click Next , we just follow the

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information on the screen to finalize

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the integration set up.

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For more information, check out our

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other articles on the topic.

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Thank you for watching!