Getting Started with Entra ID Integration

Microsoft Entra ID (Azure AD) Integration Guide that will walk you through setting up user sync, configuring SSO login, and security best practices.

Overview of Microsoft Entra ID (Azure AD) Integration

You’re ready to connect your workspace to Microsoft Entra ID (Azure AD). This guide makes it simple to sync users and groups automatically and let your team sign in with their existing Entra ID credentials, so access stays aligned with your identity provider and reduces manual admin overhead. With both user sync and SSO in place, you can centralize identity, streamline onboarding, and keep permissions up to date.

This section provides step-by-step instructions for configuring user sync and setting up SSO login with Microsoft Entra ID. You’ll be able to connect your directory, manage access through groups, and enable seamless, secure sign-in; helping your organization stay organized and compliant as it scales. Along the way, you’ll also find troubleshooting tips, security recommendations, and implementation notes to ensure your integration is reliable, resilient, and easy to maintain over time.

What You’ll Find Here

• Microsoft Entra ID (Azure AD) User Sync — How to connect Herd to Entra ID to automatically import and update users and groups on a schedule.​

• Microsoft Entra ID (Azure AD) SSO Login — How to configure Single Sign-On so users can authenticate with Entra ID instead of passwords managed in Herd.​

• Troubleshooting & Security Notes — Tips for resolving common errors and following best practices for permissions, secrets, and ongoing maintenance.​

Before You Begin

• Confirm you have admin access to your Microsoft Entra ID (Azure AD) tenant and to Herd organization settings.​

• When you’re ready, continue to the next module to set up Entra ID User Sync, then move on to enabling Entra ID SSO.