Integrating TINYpulse Engage with your company's existing Azure Active Directory will simplify user management through automation. No longer will you have to manually add users one by one, or send an import file to the TINYpulse Customer Success Team. Complete the Active Directory integration one time and users will sync automatically into TINYpulse.
In this article
- Integrate TINYpulse with Azure AD
- Change your update preferences
- Create a group specifically for TINYpulse in Azure Active Directory
To complete this integration, you'll need these three things:
- An Azure Active Directory instance at your company.
- Admin rights to your AD instance.
- Admin rights in TINYpulse.
If you're missing any one of these three things, please contact your in house technical team for assistance.
Integrate TINYpulse with Azure AD
Whether you're new to TINYpulse or you've been pulsing for years, the Azure Active Directory integration will significantly decrease your time spent housekeeping employees in TINYpulse.
- Login to TINYpulse Engage and click to Settings -> Apps.
- Find Azure Active Directory in the list and click Connect.
- Enter your Active Directory login credentials and Sign In.
- You'll be asked to grant permissions to TINYpulse to the Azure AD instance. Read the message and Accept to return back to TINYpulse.
- Now that you're integrated, you still have to import the Azure AD groups to TINYpulse. Type the name of the group(s) you'd like to sync one by one and click Add.
If you're new to TINYpulse and haven't invited any users yet, clicking Add will send invitation emails to new user immediately for Engage use. Once they get the email, employees can set their TINYpulse password and will have full access to respond to their Engage pulse survey, send Cheers, give anonymous suggestions, and more.
If you've been pulsing for a while and are just looking to simplify user management going forward, existing TINYpulse users will be unaffected by the sync. They won't get any sort of notification from TINYpulse.
TINYpulse doesn't organize users based on their Azure Active Directory group membership, so you or another TINYpulse administrator will have to add them to segments and filters. Please visit the Help Center articles for more information or reach out to email@example.com for assistance.
Change your update preference
When you select AD groups to sync to TINYpulse, they'll import instantly and groups will be auto synced once per day after that at midnight UTC.
The default setting is to sync selected AD automatically. You can opt for manual updates by going to the Apps section and switching automatic updates off. When you switch to Off, an Update button will appear so you can manually sync and you'll be able to sync on demand.
Turn off autoupdates for more control of your imports. However, we recommend keeping autoupdates on, especially if you have a dedicated Azure AD group for TINYpulse use. See below for more information about creating a new AD group.
Frequently Asked Questions
- Will my existing users get overwritten if I import them from Active Directory? If the employee's email address from AD matches the one in TINYpulse then they will not be overwritten. They'll still keep their Cheers, survey streaks, segment and filters, the only difference is their name will update if there's a mismatch between AD and TINYpulse. AD is considered the source so the sync will update the name in TINYpulse to match.
- Can I use Onboard for new hires with the Azure AD integration? At this time, all users synced from Azure AD will get Engage surveys by default; new hires will not get Onboard pulses. Please contact firstname.lastname@example.org or reach out to your customer success manager for assistance moving newly hired employees from Engage to Onboard.
- How do I deactivate a user when using Active Directory integration? You have to remove them from the AD group itself. We recommend having one specific AD group just for TINYpulse and you can add or remove users as needed (see below). If you deactivate the user in TINYpulse without removing them from the AD group, they'll just get reactivated during the next sync.
- What happens if I deactivate a user in TINYpulse but they still belong to the AD group? They'll get reactivated during the next sync. See above.
- What happens if a deactivated TINYpulse user gets synced from AD? The deactivated TINYpulse user will reactivate if they belong to an imported AD group. Remove the employee from the AD group in order to keep them deactivated in TINYpulse.
- What happens when a user gets removed from the AD group? They will be deactivated in TINYpulse and won't count against your per-seat subscription size.
- What information gets synced from AD? Employees' first name, last name, job title, start date, and email address will be brought over to TINYpulse. Manager isn't synced, so head on over to Settings to add managers for each employee.
- Are synced users automatically added to segments and filters? Even if you have multiple AD groups to match your TINYpulse segments, TINYpulse doesn't recognize that level of membership. Be sure to add any new users to the correct segments and filters after they're invited the first time.
Create a group specifically for TINYpulse in Azure Active Directory
We recommend creating one group in Azure Active Directory specifically for TINYpulse, especially if you have a large organization and not everyone needs access. Use this group to prevent syncing employees who actually don't need TINYpulse and will count against your per-seat subscription size. Instead of inviting and deactivating employees directly in TINYpulse, you can simply add or remove them from the AD group and they'll be synced for you.
See the Azure AD documentation for Managing Groups for detailed instructions on how to create a new AD group for your TINYpulse application.