Why Connect Entra?
Connecting Microsoft Entra lets Velatir follow how your organisation is actually set up:- Organisation membership — people who sign in with Microsoft join the right Velatir organisation automatically, with the role that matches their security groups.
- Workspaces — Velatir can generate workspaces from directory properties and keep people in the right place as they move teams.
Connecting Entra is optional. You can invite members by email and create workspaces by hand instead. See Organisations & workspaces.
Assign Organisation Roles From Security Groups
Map Entra security groups to Velatir organisation roles. Anyone who signs in with Microsoft and belongs to a mapped group is added to the organisation with that role. If they belong to more than one mapped group, they receive the higher privilege (Administrator over Reader).Open Members settings
In your organisation, go to Settings → Members. You need the Administrator role to configure this.
Enter your tenant and groups
Turn on Entra member sync and paste your Microsoft Entra tenant ID. Map at least one security group to Administrator. You can optionally map a group to Reader. Use each group’s Object ID from Entra, not its display name.
People sign in with Microsoft
Members must use Sign in with Microsoft for the mapping to apply. The next time they sign in that way, Velatir checks their groups and adds or updates their organisation role.
Email invitations are turned off while member sync is on. Access comes from the directory instead of one-off invites.
Members managed by Entra
People added this way appear in the member list with an Entra badge. While sync is on you cannot remove them or change their role in Velatir — the security groups own that. They lose access automatically when they leave the mapped groups, or when they next sign in after you change the mapping. The person who created the organisation is the founder and is never removed by sync.Turning member sync off
Turning sync off does not delete anyone. Existing members stay, now as ordinary members you can invite, remove, and re-role as usual. Email invitations become available again.Generate Workspaces From Your Directory
When you set up your organisation, choose Generate workspaces with Microsoft Entra and pick which directory properties define your structure.Choose the top-level property
Pick the Entra user property that defines your top-level workspaces, for example Department. Velatir creates one workspace per value.
Optionally nest a second level
Add a second property, such as Office or City, to nest workspaces beneath the first. You can nest up to two levels.
People are placed automatically
Everyone is assigned to the right workspace based on their directory details, and moved automatically when those details change.
Properties You Can Use
Activity by Team in Insights
Once Entra is connected, activity is organised by your directory structure: department, office, and group. You can filter and break usage down by these across the platform, so you see where AI is being adopted without singling out individuals.Organised by your structure
Activity is grouped by department, office, and group, so the picture always matches how your organisation is set up.
Team insights
Insights break usage down by department, office, and group, and show where adoption concentrates.
Mapping Device Activity to Teams
So activity captured on a device lands in the right workspace, Velatir matches it to your directory structure using the organisational context the desktop client attaches to each trace.Organisations & workspaces
How your account is structured.
Roles & permissions
What Administrator and Reader can do in the organisation.