Manage User Groups

Introduction

The ConnecttoTeams platform retrieves user data from Microsoft Teams and stores select information in its database. This enables users to be configured for  services within the ConnecttoTeams portals and to access those services seamlessly.

ConnecttoTeams enables Enterprise Admins to control which users are stored and monitored by the platform. Through the User Groups page, admins can define this scope by selecting specific Microsoft user groups (specifically, Teams & Microsoft 365 groups) for management within the ConnecttoTeams portals.

Defining User Groups At First Login

Upon first login to the Enterprise Portal, the Enterprise Global Administrator (GA) is automatically redirected to the Manage User Groups page. Here, the GA must define whether users will be synchronized by selecting one or more Microsoft Groups to act as filters.

• If no groups are selected, all users within the Microsoft organization will be stored into the ConnecttoTeams database and monitored by the platform.

• If specific groups are selected, only users within those groups will be stored. Any users not included in the selected groups will be excluded from storage and monitoring by the platform.

The image below shows a case where two Microsoft Groups have been selected to be synchronized.

Note

Leave the box blank if you want to sync all users in your organization.

If you do not find the expected users in the ConnecttoTeams Enterprise Portal:

• Ensure that the Groups you selected contain those users by checking in the Teams Admin Center.

• Give time for Microsoft to propagate changes. It may take time for a user assignment to a Group to propagate through the Microsoft system.

Adjusting User Group List After Initial Login

After the first login to the Enterprise Portal, the User Group Sync settings can be accessed from any available Users page.

1. Navigate to the applicable Users page.
   

   
   

2. Click the Select User Groups button shown on the Users page.
   
   
   

3. In the Enterprise Groups box, select the groups you want included. The selected groups should have the users you target to configure ConnecttoTeams services for.
   
   

4. Click the Update Sync Groups button.

Results:

• When no group is selected, the ConnecttoTeams platform retrieves, stores and monitors all the users from tenant’s Azure AD.

• Selecting groups here limits the monitored users to only those members of the selected groups.  

• After updating the group list, the applicable Users pages will continue to display users who were previously configured as PBX, Trunk, or SMS users—even if they no longer belong to the currently selected groups. However, these users will be excluded from monitoring and synchronization, and will no longer receive updates from Azure AD.

Expected Delay

User synchronization from Microsoft occurs as a background process and may take some time. Depending on the number of users and the system's current load, they should appear in the Users table within 5 to 10 minutes.