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Directory Sync

Learn how to automatically create, update, and archive team members in Waybook by connecting your company directory.

Written by Elle

Managing team members manually doesn't scale. Directory Sync connects Waybook to your existing user directory, so new hires are created, role changes are updated, and leavers are archived - all automatically. It's one less thing on your plate as your team grows.

πŸ’‘ Waybook Tip

  • For the best experience, enable Single Sign-On (SSO) alongside Directory Sync. Together, they give your team seamless access while keeping user management fully centralized.


Requirements

Directory Sync is available on Waybook Pro plans with 50 or more seats. To get started, contact your Account Manager or reach out to the support team - we'll enable it on your account and help you get connected.


What Directory Sync does

Once connected, Directory Sync keeps your Waybook team in step with your company directory. Here's what happens automatically:

New team members are created

When someone is added to your directory, they're automatically created as a team member in Waybook. No need to send manual invites - they'll be ready to go as soon as they're added to your directory.

Profile changes are synced

Updates to names, email addresses, or other profile details in your directory are reflected in Waybook automatically. This keeps your team roster accurate without any manual edits.

Leavers are archived

When someone is removed from your directory, their Waybook account is archived. Their content stays in place, but their access is revoked - keeping your workspace clean and secure.

πŸ’‘ Waybook Tip


Getting started

Directory Sync is enabled by the Waybook team. Here's how the process works:

  1. Contact the support team or your Account Manager to request Directory Sync

  2. We'll confirm your plan and seat count, then enable the connection on your account

  3. You'll receive setup instructions specific to your directory provider. The Waybook team will guide you through connecting your directory

  4. Once connected, your team members will begin syncing automatically


Supported providers

Directory Sync works with a wide range of identity and HR providers, including:

  • Azure (previously Active Directory) SCIM

  • Google Directory Sync

  • Okta SCIM

  • OneLogin SCIM

  • JumpCloud SCIM

  • Microsoft Active Directory

  • PingFederate SCIM

  • Rippling SCIM

  • CyberArk SCIM

  • BambooHR

  • HiBob

  • Breathe HR

  • Access People HR

  • Cezanne HR

  • Fourth

  • Workday

We also support a Generic SCIM bridge, which means we can connect to many other providers not listed here.

Don't see your provider?

  • Let us know - we're happy to work with your team to integrate support for your chosen provider.


Not on Waybook Pro yet?

Directory Sync is included in the Pro plan. Head to your billing settings to explore upgrade options, or reach out to our team to learn more about what Pro includes.

Questions about Directory Sync? Our support team is here to help!

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