Connect Resco Cloud to Azure AD

From Resco's Wiki
Revision as of 15:09, 22 January 2020 by Jzambor (talk | contribs) (Created page with "These steps will guide you through the process of connecting Resco Cloud to Azure Active Directory. # Sign in to the Resco Cloud management console using a System Adm...")
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

These steps will guide you through the process of connecting Resco Cloud to Azure Active Directory.

  1. Sign in to the Resco Cloud management console using a System Administrator user account.
  2. Start the Admin Console.
  3. Select Settings > Organization from the menu to edit the properties of your organization.
  4. In the Azure AD line, click Connect....
  5. Enter the Azure AD credentials that you want to associate with your Resco Cloud user account.

Your Resco Cloud organization is now connected to Azure AD:

Azure ad connected.png

Any login attempt must be done using the Azure AD login page for every user account in your organization. You can import Azure AD users, or you can manually create/assign Azure AD users.

Importing Azure AD users to Resco Cloud

  1. In the Admin Console under Settings > Organization, in the Azure AD line, click Import Users.
  2. From the list of users of the active directory, select those that you want to import.
  3. Optionally, you can select what role(s) should the imported users get.
  4. Click Import Azure Users.

If the email address associated with a user's Azure AD equals to the email of an existing user in Resco Cloud, then the accounts will be associated with each other. If the emails don't match, a new user is created in Resco Cloud.

Manually assign Azure AD users to Resco Cloud users

  1. In the Admin Console, go to Resources > Users.
  2. Select an existing user or create a new one.
  3. As the Domain Name, select the Azure AD user who you want to associate with the selected Resco Cloud user.
  4. Click Save & Close.

Connect Resco mobile app to Resco Cloud that uses Azure AD

  1. Tap Synchronize.
  2. As User Mode select OAuth.
  3. Enter the URL of your organization, usually https://{organizationname}.rescocrm.com.
  4. Enter a new password that protects your offline data (twice). This password cannot be recovered so remember it well.
  5. Tap Synchronize.
  6. Enter your Azure AD credentials.