OrgChart Now Help Guide

Table of Contents

Azure AD Configuration

Audience

Audience: Any User Edition: Enterprise & Premium

Overview

The following article shows how to configure the Azure AD data connector prior to importing data from Azure AD in OrgChart Now.

Important

Azure AD connector setup is currently only available in OrgChart Viewer. If you are not an Enterprise or Premium customer, you will not be able to directly connect to Azure AD.

Azure AD Connector Configuration

OrgChart Now connects to your Azure AD account using a client ID and secret. To obtain these credentials, follow the steps below.

  1. Log into your Azure AD client account using your Azure AD email and password.

    2020-09-29_17-33-32.png
  2. When prompted, select Manage Azure Active Directory.

    2020-09-29_17-33-58.png
  3. Select App Registrations on the left-hand sidebar to configure your application registration.

    2020-09-29_17-34-27.png
  4. On the App Registrations page, select New Registration.

    2020-09-29_17-34-45.png
  5. Create a name for your app registration, and then select the appropriate account access type. Click Register.

    2020-09-29_17-35-35.png
  6. If you need direction in understanding which Supported Account Type to choose for your API, then please review the following:

    2020-09-29_17-35-54.png
  7. After you have registered your application, you will see an overview with the following information:

    2020-09-29_17-36-18.png
  8. Select Certificates & Secrets on the left-hand side panel to configure your client secret key. This key acts as another level of security for the API.

    2020-09-29_17-36-38.png
  9. On the Certificates & Secrets page, select +New Client Secret under Client Secrets.

    2020-09-29_17-36-57.png
  10. Add a description and an expiration date, then click Add.

    2020-09-29_17-37-21.png
  11. Copy down your client secret key. This is critically important. You will need this information when connecting to OrgChart. This is the only time you will be able to copy this key.

    2020-09-29_17-37-42.png
  12. Select API Permissions on the left-hand side bar.

    2020-09-29_17-38-03.png
  13. Select +Add a permission.

    2020-09-29_17-38-22.png
  14. Select Microsoft APIs, and then select Microsoft Graph.

    2020-09-29_17-38-49.png
  15. Select Application Permissions.

    2020-09-29_17-39-06.png
  16. Select the check box for User.Read.All under the User heading at the bottom of the page. Then, select Add Permissions.

    2020-09-29_17-39-29.png
  17. Contact your system administrator to grant permissions for your company's API. If you are an admin, select "Grant admin consent" for your company, as shown below:

    2020-09-29_17-40-10.png

To set up the Azure AD connector, go to Azure AD Connector Setup (Viewer).