Monday - OpenText Directory Services Integration and Automation

Common Integration Use Cases Between Monday.com and OpenText Directory Services

1. Automated user provisioning for Monday.com workspaces and boards

Data flow: OpenText Directory Services ? Monday.com

When employees are added to or removed from OpenText Directory Services, their Monday.com access can be created, updated, or revoked automatically. This ensures project boards, dashboards, and team workspaces always reflect current employment status and department membership.

Business value: Reduces manual onboarding and offboarding effort, improves security, and prevents former employees from retaining access to active work.

2. Role-based access assignment by department or business unit

Data flow: OpenText Directory Services ? Monday.com

User groups maintained in OpenText Directory Services can be mapped to Monday.com roles such as project contributor, board owner, viewer, or workspace admin. For example, marketing users can be granted access to campaign boards while finance users are restricted to operational dashboards.

Business value: Standardizes access control across teams and reduces the risk of over-permissioning in Monday.com.

3. Centralized identity synchronization for enterprise governance

Data flow: Bi-directional or OpenText Directory Services ? Monday.com

Monday.com user profiles can be synchronized with authoritative identity data from OpenText Directory Services, including name, email, department, and manager attributes. This keeps user records aligned with enterprise identity standards and supports consistent reporting and audit readiness.

Business value: Improves data accuracy, simplifies administration, and supports compliance requirements for identity governance.

4. Automated workspace access for project teams based on directory groups

Data flow: OpenText Directory Services ? Monday.com

When a directory group is created for a project, program, or client team, Monday.com can automatically add the group members to the relevant workspace or board. This is especially useful for temporary teams such as product launches, implementation projects, or agency client accounts.

Business value: Speeds team setup, reduces coordination overhead, and ensures the right people have access from day one.

5. Offboarding workflow to remove access from active workstreams

Data flow: OpenText Directory Services ? Monday.com

When a user is disabled or marked inactive in OpenText Directory Services, Monday.com can automatically remove them from boards, reassign open tasks, and notify board owners. This helps prevent work disruption and ensures accountability for unfinished tasks.

Business value: Protects sensitive project data, preserves continuity of work, and reduces operational risk during employee exits.

6. Manager and team hierarchy mapping for approval workflows

Data flow: OpenText Directory Services ? Monday.com

Manager relationships and organizational hierarchy from OpenText Directory Services can be used in Monday.com approval flows. For example, purchase requests, campaign approvals, or change requests can be routed to the correct manager automatically based on directory data.

Business value: Improves approval accuracy, shortens routing time, and aligns workflow approvals with the corporate reporting structure.

7. Audit support for access reviews and compliance reporting

Data flow: Monday.com ? OpenText Directory Services and OpenText Directory Services ? Monday.com

Monday.com can provide workspace membership and board access details that are compared against directory records in OpenText Directory Services for periodic access reviews. This helps security and compliance teams identify stale accounts, orphaned access, or users assigned to the wrong groups.

Business value: Strengthens audit controls, supports least-privilege access policies, and simplifies periodic certification reviews.

8. Automated onboarding into operational workflows

Data flow: OpenText Directory Services ? Monday.com

When a new employee is created in OpenText Directory Services, Monday.com can trigger onboarding boards for HR, IT, facilities, and the hiring manager. Tasks such as equipment setup, training assignments, and workspace preparation can be assigned automatically based on the employee?s department and location.

Business value: Creates a more consistent onboarding experience, reduces missed tasks, and improves cross-functional coordination.