Settings

This guide covers CloudSync system configuration options available to administrators.

Overview

System Settings let you configure global options that affect all CloudSync operations, including connections, sync behavior, notifications, and security.

Who This Is For

• Administrators who need to configure system behavior

• Operators viewing current configuration (read-only)

Prerequisites

• ✅ Administrator role — Required to change settings

• ✅ Operators can view but not modify

Accessing Settings

1

Go to CloudSync and open the Settings menu.

Steps:

• Log in to CloudSync

• Click Settings in the sidebar

• Choose a settings category

Settings Categories

Connections

Manage connections to HR systems and Microsoft Graph.

Available options:

Setting	Description
HR Connections	Add, edit, test HR system connections
Microsoft Graph	Manage Azure AD app connection
Connection Health	View status of all connections

Test a Connection

1

Go to Settings → Connections

2

Find the connection and click Test

3

View results (success or error details)

Add an HR Connection

1

Click + Add Connection

2

Select connection type (Workday, BambooHR, etc.)

3

Enter connection details:

• URL/endpoint

• Authentication (API key, OAuth, etc.)

• Credentials

4

Click Test Connection

5

If successful, click Save

Sync Configuration

Control how syncs behave.

Available options:

Setting	Description	Default
Sync Scope	Which users/groups to include	All
Sync Direction	HR → Entra ID, bidirectional	HR → Entra ID
Batch Size	Records per batch	100
Timeout	Max time per sync	60 min
Retry Attempts	Auto-retry on failure	2

Configure Sync Scope

1

Go to Settings → Sync Configuration

2

Click Edit Scope

3

Add rules:

• Include departments: Engineering, Sales

• Exclude departments: Contractors

• Include locations: US, UK

• Exclude: Test users (matching pattern)

4

Click Save

Conflict Resolution

When data differs between systems:

Option	Behavior
Source wins	HR data overwrites Entra ID (default)
Target wins	Preserve Entra ID values
Manual review	Flag for admin review

Notifications

Configure how you receive alerts.

Available options:

Setting	Description
Email Notifications	Who receives alerts
Notification Types	What triggers notifications
Digest Settings	Daily/weekly summaries

Email Notifications

1

Go to Settings → Notifications

2

Under Email Recipients, add addresses

3

Choose notification types:

• ✅ Sync failures

• ✅ Sync warnings

• ⬜ Sync success (optional)

• ✅ Connection issues

• ✅ Security alerts

4

Click Save

Digest Settings

Reduce notification volume with digests:

Option	Frequency
Real-time	Immediate for each event
Hourly digest	Summary every hour
Daily digest	Summary at end of day
Weekly digest	Weekly summary

Security

Manage security settings and policies.

Available options:

Setting	Description
Session Timeout	Auto-logout after inactivity
Allowed IP Ranges	Restrict access by IP
MFA Requirement	Enforce MFA for access
API Access	Manage API keys

Session Timeout

Go to Settings → Security

Set Session Timeout (e.g., 30 minutes)

Click Save

Note: Users will be logged out after this period of inactivity.

IP Restrictions

1

Under Allowed IP Ranges, click Add

2

Enter IP range in CIDR notation (e.g., 10.0.0.0/8)

3

Add description (e.g., "Corporate network")

4

Click Save

Test IP restrictions before enabling to avoid locking yourself out.

System

General system configuration.

Available options:

Setting	Description
Timezone	For scheduling and logs
Date Format	Display format
Language	UI language
Log Retention	How long to keep logs

Set Timezone

1

Go to Settings → System

2

Select your Timezone from dropdown

3

Click Save

Important: This affects when scheduled syncs run. Choose your primary operating timezone.

Log Retention

Control how long logs are kept:

Period	Use Case
30 days	Standard operation
90 days	Extended troubleshooting
1 year	Compliance requirements
Custom	Specific policy needs

User Access

Manage who can access CloudSync (see Roles and Permissions).

Available options:

Action	Description
Add User	Grant access to new user
Remove User	Revoke access
Change Role	Modify user's permissions
View Activity	See user's recent actions

What You Should See

After configuring settings:

• ✅ Connection tests pass

• ✅ Sync scope matches your org structure

• ✅ Notifications reach intended recipients

• ✅ Security policies are enforced

Common Configuration Tasks

Initial Setup

1

Configure HR connection

2

Configure Microsoft Graph connection

3

Set timezone

4

Define sync scope

5

Add admin users

6

Configure notifications

7

Set up first schedule

Adding a New HR System

1

Add connection (Settings → Connections)

2

Test connection

3

Add data mappings (Data Mapping)

4

Configure scope

5

Create schedule

6

Run test sync

Updating Credentials

1

Go to Settings → Connections

2

Click Edit on the connection

3

Update credentials

4

Click Test Connection

5

If successful, click Save

Troubleshooting

Connection test fails

Symptom	Cause	Solution
"Connection refused"	Firewall blocking	Allow CloudSync IPs
"Authentication failed"	Bad credentials	Re-enter username/password
"Certificate error"	SSL issue	Check certificate validity
"Timeout"	Network slow	Increase timeout setting

Settings won't save

Symptom	Cause	Solution
"Permission denied"	Not admin	Contact administrator
Validation error	Invalid input	Check error message, correct input
"Save failed"	System issue	Retry; contact support

Notifications not arriving

Symptom	Cause	Solution
No emails	Wrong address	Verify email in settings
In spam	Email filtering	Whitelist CloudSync sender
Disabled	Notifications off	Check notification settings

Next Steps

• User Management — Manage synced users

• Audit Logs — Track configuration changes

• Scheduling — Set up sync schedules

Related Topics

• Roles and Permissions — Access control

• Troubleshooting Hub — Fix issues

• Getting Support — Contact support