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Building blocks · Onboarding & accounts

Creating every site, every team, every access by hand: weeks before the first file?

A large group’s org chart taken over as it is, with its companies, its sites and its exceptions.

Your sites come from the business register, your teams sign in with their usual account, and everyone sees what their rights open to them. You adjust, we do the rest.

Onboard your teamsWatch the film
Org chartSearch for a person
  • 4Companies
  • 24Divisions
  • 505Sites
  • 4,645People
HRHélène ROUSSELChief executive · Groupe Trusty BANK4
  1. MDMarc DELORMETrusty BANK SA13
    • SPÎle-de-France RegionInterim
    • BBAuvergne-Rhône-Alpes Region
    • + 11 divisions
  2. SRSophie RENAUDTrusty Leasing4
    • BGNorth Hub
    • TMÎle-de-France and Centre Hub
    • + 2 divisions
  3. KBKarim BENALITrusty Habitat5
    • HANorth-East Division
    • AVGreater West Division
    • + 3 divisions
  4. JFJulie FONTAINETrusty Assurances2
    • YLHead office
    • HSProcessing centres

Taken over by Trustia · 7 roles

Microsoft Entra ID4,645 accounts synchronised · just now

Reproduction

Reproduction · fictional group, organisation made up for the example

On film

Even a very large group.

Four companies, twenty-four divisions, five hundred sites, thousands of people, and the life of an organisation: interim posts, departures, dual reporting lines, reorganisations. Watch Trustia take over the org chart of a large (fictional) group, as it is.

Example film, fictional group: the org chart builds itself, with its exceptions, then Trustia takes it in.

How your teams sign in

Your teams sign in with their company Microsoft account; accounts are created at first sign-in.

Fictional group, organisation made up for the example.

Already on board

Tens of thousands

of users, each with their own rights, on their own scope.

Reproduction

01Single sign-on

The problemYet another password to remember, and accounts left open after someone leaves.

The company account, and that is all.

Your teams sign in with Microsoft Entra ID, Google, or your identity provider over SAML or OpenID Connect. An account closed on your side is closed on ours. E-mail and password remain possible.

  • Microsoft Entra ID and Google
  • SAML and OpenID Connect
  • E-mail and password

OrganisationUsers and rights

Example
UserRoleScopeSign-in
Claire DuboisManagementWhole organisationEntra ID
Hugo LefèvreRegional managerÎle-de-FranceEntra ID
Inès MoreauBranchHauts-de-France · LiévinEntra ID
Garage DupuisPartnerIts own filesE-mail

Files, dashboards and exports follow the scope

Reproduction

02Roles and rights

The problemA branch that sees another’s files, a partner who sees too much.

Everyone sees their own scope.

Head office, area, branch, partner: each role has its rights, and each user their scope in the org chart. Files, dashboards and exports follow.

  • Roles by job
  • Scope in the org chart
  • Files, dashboards and exports filtered

Invitationsimport of 20/10

412 invited · 368 signed in

Accounts created at first sign-in (Entra ID)

44 invitations re-sent automatically

YYour toolnow

Hugo, you are invited to Your tool

Your scope: Île-de-France region. Sign in with your company account.

Join with Microsoft

Reproduction · example figures

03Invitations

The problemInviting five hundred people one by one, and chasing those who forget.

Everyone invited, in one go.

Import the list of your teams, or let single sign-on create accounts at first sign-in: everyone lands on their own scope, and pending invitations are followed up.

  • Import a list
  • Accounts created at first sign-in
  • Invitation reminders

How it works

  1. 01Your company is readIts sites, in Sirene.
  2. 02The org chart takes shapeBy region or by area.
  3. 03Your teams sign inWith their usual account.
  4. 04Everyone on their scopeRoles and rights.

Your questions

What we are asked most.

Where do the org chart’s sites come from?

From your company’s active establishments in INSEE’s Sirene register, as shown on the French government’s Annuaire des Entreprises. You then add your own groupings: areas, branches, partners.

Which sign-in methods do you offer?

Microsoft Entra ID, Google, any identity provider compatible with SAML or OpenID Connect, and e-mail with password.

What happens when someone leaves the company?

With single sign-on, once their account is closed on your side they can no longer get in. Their files stay in the organisation, and can be handed to someone else.

Can the org chart be reorganised?

Yes: move a site from one area to another, create branches or groups of partners. Everyone’s rights follow the org chart.

With the other blocks

One block among fourteen.

How many people do you want to onboard?

New projectA bespoke tool, a study of your volumes or a call for tenders?Contact the sales teamAlready a clientA question about a file, your access or an invoice?9 am – 8 pm, 7 days a weekContact customer service