Integrate Greetly with Azure Active Directory

How to integrate Greetly with your Azure Active Directory to automate your visitor management user database

 

Note: The global admin account you use to set up this integration in Greetly should have the same email as an administrator account in Azure.

Step 1: Create app registration


To start, open the Azure control panel (https://portal.azure.com/#home), and navigate to the Azure Active Directory page.

Visitor management solution Azure AD integration


From your Azure Active Directory dashboard, navigate to App registrations.

Screenshot of the best visitor management system

From here, create a New Registration.


After you click you should see a page similar to the one below.

  • You may name this application whatever you like. In our example, we chose “Greetly Azure sync demo”
  • Make sure that the account type is set to the single-tenant account type.
  • Set the redirect URI type to the web, and paste the following URL into the neighboring texting field: https://app.greetly.com/oauth

Click “Register” once you’re finished.

Upon clicking register, you should be redirected to the page below. Copy and label in a text file:

  • Application (client) ID: [your Application (client) ID]
  • Directory (tenant) ID: [your Directory (tenant) ID]

You’ll be using these later.

Step 2: Create app registration client secret

From the previous page, navigate to the Certificates & secrets page, then click New client secret

 

You may name the client secret however you like. Make sure that the key is set to expire once every 6 months. Click Add to create the key.

Once you create the key, you should see it on the client secret list. Copy the key value and paste it into the same text file where you’re keeping the tenant ID and application ID. You will not be able to view the key-value after you leave the page. If you lose the key value, delete the key you just created and make a new one.

Note: Be sure to set a 6-month reminder to refresh the key. The integration will not work once the key expires. For instructions on how to refresh the key, visit our Azure sync refresh key documentation.

Step 3: Get user groups to sync

Navigate back to your directory. You can do so by clicking the link outlined in red. Alternatively, you can reach it by searching Azure Active Directory in the search bar and clicking the associated result.

From the directory overview page, navigate to the groups page.

Note the Object ID of the group that you wish to sync. In our case, we’re syncing Security Dev Test, so our Object ID is 294c4a09-490f-430d-a4f8-ee5afeba90ed. Add this to the text document where you’ve been storing all the other information, we’ll be using this later. 

Note: Greetly only supports syncing Security groups at this time. Other groups types will not sync.

Step 3: Set up sync in Greetly

At this point, you should have:

  • An object (group) ID
  • An application (client) ID
  • A directory (tenant) ID
  • A client secret

First, navigate to the Greetly Web-Based Admin > Click on your name in the top-right corner of the screen.

Technology company visitor management solution

Then, click the Directory Integration dropdown 

Select Azure from the dropdown menu, then click save.

Using the text file from earlier, fill in the text fields. 

  • The directory/tenant ID goes into the Azure directory id field
  • The app/client ID goes into the Application id field
  • The client secret goes into the secret field

Once you’re done, click Save.

Visitor checking using electronic queue management software

Next, go back to the Greetly Web-Based Admin > Location Setup

CPG brand virtual receptionist

Paste your object (group) ID into the Location ID text field, then click save.

Virtual receptionist with NDA electronic signatures

Step 4: Activate Azure sync

First, navigate to the Manage Users page.

Then, click the Sync from Azure button.

Visitor management scans government-issue ID for person verification

You should see new users populate within a few minutes.