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Should I set up directory sync?
In DX, directory sync serves two potential purposes:
SCIM-based role management
DX lets you manage user roles through our UI. If necessary, you can use SCIM to assign DX roles through IdP groups.
Setting user properties
DX relies on specific user fields for different features within the product. Typically, we recommend setting user fields through CSV uploads or the DX Web API. However, there are two common situations where directory sync is recommended:
- Setting GitHub or GitLab usernames if they can’t be populated automatically.
- Setting employee start dates for onboarding metrics and surveys
Note: Provisioning users through directory sync is an edge case for accounts that send snapshot notifications exclusively by email. For integration-based accounts (Slack, Microsoft Teams, Webex), users must be provisioned through that integration so DX can notify those individuals.