In Sift, a Directory is used to represent a segment of your user population within Sift. In a lot of cases, a company will have one system that contains basic information on all of its users, in which case you will only need to set up one directory. However, if you have your user base split across multiple systems, Sift can support this through multiple directories.
Step 1: Go to your Admin Dashboard
Step 2: Create a New Directory
- On the left navigation menu, click Directories.
- Click the New Directory button in the upper right hand corner.
- Give your directory a name, then click Create. We suggest naming the directory based on which users it contains ("All Users", "Company Y", etc). You may change this name later.
Step 3: Add a Primary Source
Once you've created your directory, you'll be prompted to add a primary source. A Source in Sift represents a singular source of data related to the people in this directory. A directory has one Primary source, which is responsible for provisioning of users (addition and deletion), but can also have additional sources for supplemental pieces of data on those same users. For example, if you were to store John's office location in a different system than his name and email address, you would add a secondary source to bring in that information.
Step 4: Choose A Sync Method
For your source, pick one of our three syncing methods to use in order to integrate with your system. If you start one method and realize it's not the best option for you, you can always come back to this page and choose another one.
Where do I go next?
Below are the guides for each of our sync methods, as well as a guide on setting up mappings, which will be an essential step for any sync method.