User Management

AgilePoint provides built in synchronizing capabilities for synchronizing your corporate users.  In general we suggest our clients to use the following rules in synchronizing their users' master data.

1. Sync only user accounts that are part of your business processes.
2. Synchronization frequency typically determined based on your corporate standards but we typically suggest to sync daily at a minimum.
3. Synchronize all the relevant user metadata such as title, reporting hierarchy, location, etc.
4. In the case of a large number of users, we typically suggest you synchronize at the group level

AgilePoint also allows users to be synchronized from custom application databases such as your ERP or CRM databases. In such scenarios, you can write your custom AgileConnector to maintain synchronization between the master data source and AgilePoint.