Quick Answer

Large numbers of users can be automatically added to a Group in Pinnacle Series - and inherit that Group's permissions, such as Assignor or Reporting Manager - by using Entra ID Sync Group Synchronization Options or Rule Sets, instead of adding Group membership manually for each user.

What This Article Helps With

This article is for Pinnacle Series Administrators who want to automatically add a large number of users, such as Managers, to a specific Group in order to grant them permissions such as Assignor or Reporting Manager, without manually adding each user.

Method 1: Group Synchronization Options

Use this method if a group already exists, or can be created, in Entra ID containing the target users.

1. Create a specific group in Entra ID (for example, "Managers").
2. Add the relevant users to this group in Entra ID.
3. Add the Entra ID group to AD Sync Group Synchronization Options within Pinnacle Series.
4. Configure the synchronization using the Group Name and Object ID.

All users in the Entra ID group are automatically added to the corresponding Group in Pinnacle Series upon synchronization.

Method 2: Rule Sets

Use this method if the target users share specific attributes in Entra ID.

1. Identify the specific attribute that defines the user set (for example, Job Title or Department).
2. Create a Rule Set within the AD Sync configuration.
3. Configure the rule to add users with those attributes directly into the target Group in Pinnacle Series.

Completing the Group Permissions Setup

Once users are populated into the Pinnacle Series Group using either method above:

1. Verify the membership using the sync preview feature.
2. Run a manual sync to update the Group members.
3. Edit the Group permissions in Pinnacle Series to include the necessary roles (for example, Assignor or Reporting Manager).

The members of the Group automatically inherit these permissions. Confirm this by checking an affected user's account to verify they now hold the expected role.

Helpful Tips

• If neither Group Synchronization Options nor Rule Sets can be used for your target users, they must be added to the Group manually.

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