Connecting to an identity provider, such as G Suite, allows you to easily manage the members of your Assembly. You can add employees automatically or manually to your Assembly from G Suite, depending on how you configure your settings.
NOTE: this help article is for setting up G Suite as an identity provider. While this manages Assembly membership, you can still connect to our Slack or MS Teams chat integrations to use Assembly directly from these platforms. For help configuring either of these integrations, please see our help articles for Slack chat integration or MS Teams chat integration.
Who can use this feature?
- All plan types can connect their Assembly to G Suite (Standard and Premium plans have access to our entire suite of identity manager/HRIS integrations).
- Only Assembly admins can connect, edit, and disconnect G Suite as your identity provider. This admin must also be a G Suite admin.
What to expect
- Only one identity provider can be connected at one time.
- Once you’ve connected to G Suite, you (or any other Admins within your Assembly) can edit your connection settings or disconnect at any time.
Connect
- From my.joinassembly.com, click the Admin icon in the lower left corner of the left navigation bar.
- Click Users in the left sidebar.
- Click Invite or Manage.
- Click the G Suite option.
- After reviewing how our G Suite connection works (and the recommended permission requirements), click Connect G Suite. This will redirect you momentarily to Google’s website to provide authorization.
- If you are not logged in to the proper Google account, follow Google’s instructions to sign in.
- If logged in to the desired account, you will be asked to give Assembly permission to access your G Suite account. Click Allow. This will return you to Assembly.
- Next step is to select people.
Select People
There are a few ways you can configure how members are added from G Suite
- Everyone that joins or leaves the Google directory
- Anyone that joins or leaves a specific Google Organizational Unit
- Anyone that joins or leaves a specific Google group
- Manage all members manually
Everyone that joins or leaves the Google Directory
- Click Continue with Everyone.
- Configure whether you want to send invitations to your Assembly now or send them later
- Configure whether new members are automatically approved or if an admin needs to manually approve them first.
- Click Create Assembly Accounts.
- If you selected send invitations now, all members of your G Suite workers list will receive an invitation to join your Assembly.
- If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready.
Anyone that joins or leaves a specific Google Organizational Unit
- Select an organizational unit or multiple units from the organizational units list.
- Click Continue with # Organizational Unit(s).
- Configure whether you want to send invitations to your Assembly now or send them later.
- Configure whether new members are automatically approved or if an admin needs to manually approve them first.
- Click Create Assembly Accounts.
- If you selected send invitations now, all members of the selected G Suite Organizational Unit(s) will receive an invitation to join your Assembly.
- If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready.
Anyone that joins or leaves a specific Google group
- Select a group or multiple groups from the groups list
- Click Continue with # Group(s)
- Configure whether you want to send invitations to your Assembly now or send them later
- Configure whether new members are automatically approved or if an admin needs to manually approve them first
- Click Create Assembly Accounts
- If you selected send invitations now, all members of the selected G Suite group(s) will receive an invitation to join your Assembly
- If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready
Manage all members manually
- Select each member of your G Suite workspace you want to add to your Assembly
- NOTE: this will require you to manually add additional members and manually remove existing members
- Click Continue with # People
- Configure whether you want to send invitations to your Assembly now or send them later
- Click Create Assembly Accounts
- f you selected send invitations now, all selected members of your G Suite workers list will receive an invitation to join your Assembly
- If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready
Edit/delete connection
You can edit your G Suite connection at any time from both the Manage and Invite sections in Admin.
Edit connection
- Click Edit Connection
- You can change between any of the select people options
- You can also change which Google organizational units/groups/individual members join your Assembly. (NOTE: Any members added through the previous connection configuration will remain members of your Assembly unless you remove them manually)
- Click Continue
- Your updates will be saved and any previously-existing Google member who is no longer included in the criteria you selected will no longer have access to your Assembly through G Suite
- Disconnecting G Suite will
a. Remove all access to log in via G Suite
b. Not remove any members from Assembly
c. Prevent any automatic updates to your members list through G Suite
NOTE: Any member who is no longer included in your G Suite connection criteria will have to create a password (by clicking reset password on the login screen) in order to log in
Quick settings
- Quickly change whether to auto-approve new members or if an admin must manually-approve them first
- Click Save Settings to save your changes
- You can also disconnect G Suite from here
And there you have it! You are ready-to-go with your G Suite identity provider connection. Does your organization use Slack or Microsoft teams to communicate? Make it even easier to use Assembly and Configure your Slack app or Configure your MS Teams app so your members can give recognition directly from Slack or MS Teams.