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Prepare Entra ID (Azure AD) integration

This article is from before the rebranding to SelfGuide. Text and images can include the old product name ProductivityPerformer or its abbreviation PP.

The SelfGuide integration with Microsoft Entra ID(formaly Azure AD) adds the ability to use a Microsoft work- or schoolaccount to get access to SelfGuide. For the user, no additional account is needed, for the organization security is improved by support for multi-factor authentication. Enabling the integration just changes the way users authenticate, existing data like Instructions, trainingen and user guides are kept.

Using Entra ID as identity provider is optional and requires some preparation in Entra ID. After following the steps below, get in touch with support to enable the integration.

Remarks

  1. Existing accounts created in SelfGuide can't be used anymore after enabling the Azure AD integration

Single-tenant vs Multi-tenant

Entra ID integration can be configured in two ways:

  • Single-tenant: Accounts defined in one Entra ID tenant get access to SelfGuide. Use this option if the organization uses one Entra ID tenant and no external users need access to SelfGuide
  • Multi-tenant: Accounts defined in several Entra ID tenants get access to SelfGuide. Use this option if the organization uses more then one Entra ID tenant or users from other organizations need access to SelfGuide.

This article explains the required steps for a single-tenant Entra ID integration, for multi-tenant Entra ID integration see this kb article.

Required steps

The instruction below contains the required steps:

ISO 27001:2022, certified by Brand Compliance