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User Guide › Users & security

Provision users with SCIM

Create, update and deactivate people automatically from Microsoft Entra ID, Okta or any SCIM 2.0 client.

For: Workspace admins (Enterprise add-on)

Steps

  1. 1Verify your email domain first in Settings → Single sign-on → Verified domains. SCIM creates people only in verified domains.
  2. 2Open Settings → SCIM provisioning and select Create token. Copy the token now — it is shown once.
  3. 3In your identity provider, add a SCIM 2.0 provisioning connection with the SCIM base URL and the token (Entra ID: Enterprise application → Provisioning → Automatic; Okta: the app's Provisioning tab → Integration).
  4. 4Map userName to the user's email (Entra ID: userPrincipalName or mail; Okta: email) and turn on Create, Update and Deactivate.
  5. 5Under Group mappings, add each group whose members should get a role, a team or seats. Then assign or push those groups from your identity provider.
  6. 6Watch the Provisioning log for each change and any errors.

Good to know

  • Deactivating someone in your identity provider signs them out of every session in this workspace within a minute and frees their seats.
  • If no seat is left, the person isn't created and the security admins are alerted. Add seats in Settings → Billing and retry from your identity provider.
  • Regenerating the token stops the old one at once: update it in your identity provider straight away.
  • People added by hand or by single sign-on are matched by email, so SCIM takes them over instead of creating duplicates.

Related guides

  • See your workspace at a glanceSettings opens on the admin overview: what is left to set up, anything that needs attention, seats in use and AI usage.
  • Set up your organisationCompany details, logo, default language, time zone and financial year — used across the app, the customer portal, emails and PDFs.
  • Arrange account and contact formsGroup fields into sections, put them in the order your team works, hide what you don't use, and turn industry and tier into pick lists.
  • Choose how record numbers lookSet the prefix, whether the year is included, and how many digits case, lead, deal, quotation, order, invoice and receipt numbers have.

Still need help? Contact support

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