1️⃣ What is the purpose of synchronisation?
👉 There are several advantages to syncing your employees. You can:
Retrieve the complete list (or only certain groups) of your employees in real time
Retrieve the architecture and managerial organisation of your space (or of certain groups only)
Connect using SSO to make the experience more fluid
The ability to synchronise information automatically without having to log in
Control the communication channel used by Albert (Slack, Microsoft > Teams, Google > Google Chat).
👉 What information is collected during synchronisation?
The employee's preferred language
Time zone
The manager
Membership groups, provided that synchronisation is activated. See "Groups Section ’ in the yellow box at the bottom of the page.
👉 Which interfaces can you synchronise with?
Google
Microsoft
Slack
Okta
If you don't have one of the workspaces listed above, you can import your collaborators using a CSV file or manually one by one. *We'll go through the steps in more detail later in this article.
2️⃣ How do I synchronise my employees?
👉 Steps to follow to synchronise your space.
Go to the Settings tab > Workforce
Click on ‘Connect’ to link your workspace
Use your admin account to complete the synchronisation
Activate (recommended) or deactivate auto-sync, depending on your preference between regular automatic synchronisation or manual synchronisation only.
Set the default language - this will only apply to employees whose language is not specified in the Workspace/AD
👍 Good to know: We recommend to fine-tune your synchronisation. Once synchronisation is complete, click on Configure . Employees and Groups sections are independent of each other.
You can synchronise all your employees without synchronizing the architecture of your space. Similarly, you can synchronise some of your employees but all the existing groups in your workspace.
👉 In the ‘Employees’ section: you can choose between several options
Synchronise all the employees in your holding
Synchronise only the employees in the selected groups
We recommend to create a group dedicated to Riot in your tenant, excluding generic addresses and/or people not concerned by the modules.
Synchronise all employees EXCEPT those in selected groups
👉 In the ‘Groups’ section: you can choose whether or not to activate the following options
Synchronise all the groups in your holding or only those selected
Synchronise organisational units
You can use groups to divide your employees by team, division, site, etc. This targeting is useful both for sending content (phishing, courses) and for studying indicators (completion rates, etc.).
If you have a very large number of groups but only a few will be affected by the Riot solution, enable the ‘Only synchronise specific groups’ option.
3️⃣ I have an On Premise solution
Go to the Team menu
Click on ‘Add an employee’ at the top right of your screen
You can add employees one by one by entering: first name, last name and email address.
Recommended: To add several employees and integrate additional fields (language, team, groups, manager...), select the ‘Import from CSV’ option.
→ Tip: download the sample CSV to match the format and fill in the necessary fields.
