OpenText Active Documents Trading Grid - OpenText Directory Services Integration and Automation

Common Integration Use Cases Between OpenText Active Documents Trading Grid and OpenText Directory Services

• Partner user provisioning for secure document exchange
  When a new trading partner contact is added in OpenText Directory Services, the user account and role can be synchronized to OpenText Active Documents Trading Grid. This enables immediate access to the correct document workflows, such as purchase order receipt, invoice submission, or shipping notice review, without manual setup by the support team. Data flow: OpenText Directory Services to OpenText Active Documents Trading Grid.
• Role-based access control for document collaboration
  Directory groups in OpenText Directory Services can be mapped to specific permissions in OpenText Active Documents Trading Grid, such as buyer, supplier, logistics coordinator, or finance approver. This ensures each user only sees the documents and workflows relevant to their business function, reducing compliance risk and simplifying access administration. Data flow: Bi-directional, with directory groups driving access rules and trading grid activity informing role updates.
• Automated onboarding and offboarding of trading partner users
  As partner employees join, change roles, or leave, OpenText Directory Services can update identity records that automatically grant, modify, or revoke access in OpenText Active Documents Trading Grid. This reduces the risk of orphaned accounts and helps maintain audit-ready access controls across the B2B document exchange environment. Data flow: OpenText Directory Services to OpenText Active Documents Trading Grid.
• Centralized identity management for multi-application document workflows
  Organizations using OpenText Active Documents Trading Grid alongside other OpenText applications can use OpenText Directory Services as the authoritative source for user identities and groups. This allows consistent authentication and authorization across document exchange processes, improving user experience and reducing duplicate account management across teams. Data flow: OpenText Directory Services to OpenText Active Documents Trading Grid.
• Audit traceability for partner access and document actions
  User and group attributes from OpenText Directory Services can be associated with document transaction logs in OpenText Active Documents Trading Grid to show who had access at the time of an invoice, purchase order, or shipping notice event. This supports internal audits, partner dispute resolution, and regulatory compliance by linking identity records to document activity. Data flow: Bi-directional, with identity context from OpenText Directory Services and transaction logs from OpenText Active Documents Trading Grid.
• Delegated administration for trading partner communities
  Business administrators can manage partner groups in OpenText Directory Services, while OpenText Active Documents Trading Grid uses those groups to control access to specific trading communities or document channels. This is useful for large supply chains where different partner organizations need segmented access to different product lines, regions, or customer programs. Data flow: OpenText Directory Services to OpenText Active Documents Trading Grid.
• Exception handling for document routing based on user status
  If a user is disabled, moved to a different group, or marked inactive in OpenText Directory Services, OpenText Active Documents Trading Grid can automatically reroute pending approvals or collaboration tasks to an alternate user or group. This prevents transaction delays in time-sensitive processes such as invoice approval or shipment confirmation. Data flow: OpenText Directory Services to OpenText Active Documents Trading Grid.