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Should I set up directory sync?

Updated over a week ago

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In DX, directory sync serves two purposes:

DX lets you manage user roles through our UI. If necessary, you can use SCIM to assign DX roles through your IdP groups.

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

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