Sift

Help navigating the ins and outs of the admin dashboard.

Admin Dashboard Overview

Learn how to set up your org chart card content attributes so your organization can customize their org chart views.

Configuring Org Chart Card Content Attributes

Ryan Bickham

Kiah Davis

These articles will help you, as an Admin, navigate the Admin Dashboard.

Admin Dashboard

Get a consolidated list of all of your team members

Team Members

Create attributes to better connect your workforce.

Attributes

Let everyone at your company know you have started using Sift and send them an email with a link for them to get started!

How to Invite Users to Sift

Remind your users to complete their profiles

Profile Completion

Customize your profile pages to highlight what's important

Profile Layout

About Restricted Attributes

People

Getting your people data loaded into Sift.

Syncing People Data

Translating people data from your source to Sift

Mapping Your Incoming Data

Syncing your company's people data with Azure AD.

Azure Active Directory Sync Setup

CSV/SFTP Sync Setup

Quickly Integrate Sift with Google Workspace

Google Workspace Sync Setup

Sync your company’s people data from Workday into Sift.

Workday Sync Setup

Data Sync Error Troubleshooting

Sources

Single Sign On (SAML) Setup

Enable single sign-on from Office 365/Azure AD

SSO Setup for Azure AD

Integrate Sift with ADP through our SFTP file drop

Using ADP SFTP Export

UKG Sync Setup

SSO Setup for Okta

Tips to make sure your CSV File is ready for use

Why a CSV is Needed for Data Uploads and How to Ensure Your File is Ready

Data Sync

Creating and Listing Page Types

Managing a Page Type and Creating Pages

Want to have Sift right where your employees go to find the rest of their tools? Read this article to see how Sift works with intranets.

Using Sift in your Intranet

Manage others who can administer your Sift instance

Administrators

Use the Sift API to enhance your applications

API Access

Want to change your logo, colors, or photos on Sift?

Theming

General Settings

This article will guide you through the new homepage experience and setting it up for your organization.

Guide to the Homepage: Admin Tools and Setup

Assigning Roles and Permissions

Formatting a Pages CSV for Import

Platform

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.