The first step in a Sift rollout

Ryan Bickham avatar
Written by Ryan Bickham
Updated over a week ago

During the implementation step, you'll get your data into Sift and optionally set up single sign-on (SSO) to provide a smoother sign-in experience.

1. Identify your Administrators

As you continue setting up Sift, you may want to invite some additional users to administer your instance. Learn more about assigning Owners and Administrators in this article.

2. Bring your People Data into Sift

Sync your people data to Sift to create your Profiles and Org Chart.

3. Create Custom Attributes (Optional)

Next, we need to be sure that all the data you want to have on your employee’s Profiles has a place to live on the Profiles. If you aren’t adding anything of your own at this point, you can ignore this step for now. However, if you do want to add anything to Sift that is unique or doesn’t come out of the box, you can do so by creating your own custom attributes.  This article explains how to create new attributes.

After creating new attributes, if you'd like to bring the data in from one of your internal data sources, you'll need to update your mappings and re-run your sync.

4. Set up Single Sign-On

Does your company utilize single sign-on (SSO) for its employees? We support single sign-on through any provider that supports SAML, such as Google, Azure, or Ping. This article will walk you through the process of setting up SSO.

5. Whitelist our Domain on Your Network (Optional)

Does your company network block resources from any external URLs? You need to make sure our domains are whitelisted so we don’t get caught in your firewall. Reach out to us for an up-to-date list of specific domains if needed, but in general, you'll want to make sure that any * domain is whitelisted for both web access and email.

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