Entra ID Sync

If your organisation uses Entra ID, you can synchronize users and groups for use in Theta Assist.

This is a system admin feature. Contact support to enable.

How to configure synchronization settings

  1. Log in to Theta Assist as a system admin
  2. Navigate to Admin > Entra ID Sync and link your Entra ID account.
  3. Complete the configuration steps according to your preferences (e.g. sync frequency, excluded user types, etc)
  4. Click Manage Group Selection to select specific groups to synchronize.
    • Only users who are members of the selected groups will be synced.
    • If no groups are selected, no users will be synced.

Benefits of synchronization

  • Synchronization using Entra ID is a quick and easy way to keep your Theta Assist users aligned with your staff list, or with specific groups within your organisation.
  • Groups make it easy to share assistants and threads with a specific group of people
  • You can also assign roles to groups. For example, you may have an integration team, and assign them the role of Assistant MCP Editor.

Learn more about group and user management