Solution to sync user list between Joget and external system

 
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Hello, we are using Joget Community edition to create and run workflow related to our current CRM system.

Our current CRM system has around 800 salespersons who log in using username and password managed manually by our Admins. Salespersons are assigned to different geographical regions and can only operate in assigned regions.

We are finding a way to allow our users to move conveniently between two applications: Joget and CRM systems. Our current solution is:

  • For each user in our CRM system, we create an user in Joget with identical username and default password. Our admin then proceed to assign Joget users to groups based on their assigned geographical regions in our CRM system.
  • After user receives username and password in joget, they login and change password
  • Each day, they will have to login both systems to work
  • If there's any update to the assigned regions of a user (on CRM system), our admin have to change this information on both system, Joget and our CRM system.

This solution is slow and inconvenient. It would be great if you can suggest me some alternative solutions for our situation. Thank you very much! And feel free to ask for additional input, I will answer as much as possible!

The ideal would be to have Joget use our CRM system's user directory, so our users can login our CRM system and don't have to login again in Joget


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    1 answer

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      If your user tables are different then you will have to update both tables.
      An option would be to add the database update tool on joget and configure it in such a way that whenever you update a user information in joget, the tool executes a query to update the CRM user table as well

      1. manh

        Thank you for answering!

        I understand your solution would allow our admin to update user info in Joget and it would automatically update CRM user. I will try this solution to see how it works!

        I'm open to other solutions for my case as well! For example, I have been looking for a way to allow our users to login to our CRM system and it would automatically allow our users to access Joget.

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