Users

This guide covers how to view user information, manage individual user sync settings, and handle special cases in CloudSync.

Finding Users

Quick Search

Use the search bar at the top of any page:

1

Open search

Click the search icon or press Ctrl+K (Windows) / ⌘+K (Mac)

2

Enter terms

Type a user's name, email, or employee ID

3

Select result

Select the user from results

Search supports:

• Full name ("John Smith")

• Partial name ("Joh")

• Email address ("[e-mail]")

• Employee ID ("E12345")

Advanced Search

For complex searches:

1

Open Users

Go to Users from the sidebar

2

Advanced Search

Click Advanced Search

3

Add filters

Add filter criteria:

Filter	Options	Example
Department	Dropdown list	"Engineering"
Status	Active, Inactive, Pending	"Active"
Sync Status	In Sync, Error, Pending	"Error"
Location	Dropdown list	"New York"
Last Synced	Date range	"Last 7 days"

4

Apply

Click Search to apply filters

5

Save

Use Save Search to reuse later

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User Detail View

Click any user to see their details:

┌─────────────────────────────────────────────────────────────────┐
│  John Smith                                           ✅ In Sync │
│  [e-mail]                                          │
├─────────────────────────────────────────────────────────────────┤
│                                                                  │
│  Source: Workday HR                  Last Synced: 2 hours ago   │
│  Employee ID: E12345                 Entra ID: a1b2c3d4-...     │
│                                                                  │
│  ┌─────────────────────────┐  ┌─────────────────────────────┐   │
│  │  HR SYSTEM DATA         │  │  ENTRA ID DATA              │   │
│  │                         │  │                             │   │
│  │  Department: Engineering│  │  Department: Engineering    │   │
│  │  Title: Sr. Developer   │  │  JobTitle: Sr. Developer    │   │
│  │  Manager: Jane Doe      │  │  Manager: jane.doe@...      │   │
│  │  Location: New York     │  │  Office: New York           │   │
│  │  Start Date: 2022-01-15 │  │  Created: 2022-01-14        │   │
│  └─────────────────────────┘  └─────────────────────────────┘   │
│                                                                  │
└─────────────────────────────────────────────────────────────────┘

Key Sections

Header:

• User name and email

• Overall sync status indicator

• Quick action buttons

Source vs. Target Comparison:

• Side-by-side view of HR data and Entra ID data

• Highlights any differences

• Shows which attributes are synced

Sync History:

• Recent sync operations for this user

• What changed each time

• Success/failure status

Group Memberships:

• Current groups in Entra ID

• Groups pending sync

• Groups removed

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User Status Indicators

Status	Icon	Meaning	Action Needed
In Sync	✅	Data matches between systems	None
Pending	🕐	Changes waiting to sync	Wait for next sync
Warning	⚠️	Synced with minor issues	Review warnings
Error	❌	Sync failed for this user	Fix and retry
Excluded	⏹️	Intentionally not syncing	Remove exclusion if needed

---

User Actions

Sync Now

Force an immediate sync for this user:

1

Open details

Open the user detail view

2

Trigger

Click Sync Now button (top right)

3

Confirm

Confirm the action

4

Results

View sync results

Use cases:

• Urgent access needed

• Testing configuration changes

• After fixing data issues

Exclude from Sync

Prevent a user from being synced:

1

Open details

Open the user detail view

2

Choose action

Click Actions → Exclude from Sync

3

Provide reason

Enter a reason (required for audit)

4

Confirm

Confirm

When to exclude:

• Test accounts that should not sync

• Special service accounts

• Users managed manually for specific reasons

Resume Sync

Re-enable sync for an excluded user:

Open details

Open the user detail view

Choose action

Click Actions → Resume Sync

Confirm

Confirm

The user will sync on next scheduled run.

View Audit Log

See complete history for this user:

Open details

Open the user detail view

Audit Log tab

Click Audit Log tab

Review

View chronological list of all changes

Audit log shows:

• Every attribute change with before/after

• Timestamp and sync job reference

• Any errors or warnings

• Manual actions taken

Compare Data

See side-by-side comparison with highlighting:

Open details

Open the user detail view

Compare

Click Compare button

Review

View differences between source and target

Color coding:

• 🟢 Green: Values match

• 🟡 Yellow: Values differ (pending sync)

• 🔴 Red: Value missing or error

---

Handling User Issues

User Has Sync Error

Symptom: User shows ❌ Error status

1

Open details

Click the user to view details

2

Sync History

Scroll to Sync History section

3

Find failure

Find the failed sync entry

4

Expand

Click to expand error details

5

Note

Note the error message

Common errors and fixes:

Error	Cause	Fix
"Invalid email format"	Bad email in HR	Fix email in HR system
"Manager not found"	Manager not synced	Sync manager first
"Duplicate user"	Email conflict	Resolve duplicate
"API rate limit"	Too many requests	Will auto-retry

User Data Doesn't Match

Symptom: Entra ID has different data than HR

1

Compare

Click Compare to see differences

2

Verify

Verify which value is correct

3

Fix HR if needed

If HR is wrong: Fix in HR, wait for sync

4

Fix Entra if needed

If Entra is wrong: Run Sync Now for this user

Note: Entra ID is overwritten by HR data. If HR is wrong, fix it there first.

User Missing from Entra ID

Symptom: User exists in HR but not in Entra ID

Possible causes:

1. User is excluded from sync scope

2. User missing required fields

3. Sync hasn't run yet

4. User was filtered by rules

1

Search

Check if user is in CloudSync: Users → Search

2

Not found

If not found: Check sync scope settings

3

Found with error

If found with error: Review error details

4

Pending

If found pending: Wait for next sync

User Shouldn't Have Been Deleted

Symptom: User was removed from Entra ID unexpectedly

1

Recent deletions

Go to Status → Recent Deletions

2

Find record

Find the user and deletion timestamp

3

Check HR

Check if HR marked them as terminated

4

Restore HR if mistake

If mistake: Restore in HR first

5

If HR correct

If HR is correct: User will remain deleted

Recovery:

• Entra ID soft-deletes users for 30 days

• Can restore from Azure AD Deleted Users

• Fix HR data to prevent re-deletion

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Bulk Actions

Export Users

Export user data for reporting:

1

Open Users

Go to Users

2

Apply filters

Apply filters if needed

3

Export

Click Export button

4

Choose format

Choose format: CSV or Excel

5

Download

Download file

Bulk Exclude

Exclude multiple users at once:

1

Open Users

Go to Users

2

Select users

Check boxes for users to exclude

3

Bulk action

Click Bulk Actions → Exclude Selected

4

Provide reason

Enter reason

5

Confirm

Confirm

Bulk Sync

Force sync for multiple users:

Open Users

Go to Users

Select users

Check boxes for users to sync

Bulk action

Click Bulk Actions → Sync Selected

Confirm

Confirm

View progress in Active Syncs.

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User Reports

Available Reports

Report	Content	Use Case
All Users	Complete user list with status	General overview
Sync Errors	Users with failed syncs	Troubleshooting
Recently Changed	Users modified in date range	Audit
Pending Deletions	Users to be removed	Review before sync
Excluded Users	Manually excluded users	Maintenance

Running Reports

1

Open Reports

Go to Reports → Users

2

Select

Select report type

3

Set parameters

Set parameters (date range, department, etc.)

4

Generate

Click Generate

5

View or download

View in browser or download

Scheduling Reports

Automatically receive reports:

1

Open schedules

Go to Reports → Schedules

2

New schedule

Click New Schedule

3

Select report

Select report and parameters

4

Frequency

Set frequency (daily, weekly, monthly)

5

Recipients

Add recipient email addresses

6

Save

Save

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Related Topics

• Users and Groups - What gets synced

• Settings - System-wide configuration

• Sync issues - Common problems