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SSO and provisioning

SCIM provisioning

Provision users and teams from your identity provider over SCIM 2.0: administrators and Teams for the Admin Portal, self-service users and Self-Service Teams for the Self-Service Portal.

With SCIM provisioning, your identity provider (IdP) creates, updates and removes users in the Organization. Any IdP that supports SCIM 2.0 provisioning can be used, for example Microsoft Entra ID or Okta.

The Organization has two SCIM registrations, one for each portal. They are connected the same way, and each has its own SCIM endpoint URL, bearer token and activity log.

Admin Portal registrationSelf-Service Portal registration
WhereAdmin Access Control → ProvisioningSelfservice Access Control → Provisioning
Users becomeAdministrators with the Organization Member roleSelf-service users, who sign in to the Self-Service Portal
Groups becomeTeamsSelf-Service Teams, with a SCIM badge
RequiresSAML for the Admin PortalSAML for the Self-Service Portal
The Provisioning page with a User provisioning and Group sync card and a Configure button on the SCIM row
The User provisioning & Group sync card on the Provisioning page.

Set up SAML first

Each registration needs SAML for its portal. Provisioned administrators have no password, so SAML is their only way to sign in. Set up the matching configuration before you connect SCIM: see SAML configuration.

  1. Open the SCIM configuration

    Open Provisioning under Admin Access Control or Selfservice Access Control, depending on the registration, and click Configure on the SCIM row.

  2. Copy the SCIM endpoint URL

    Copy SCIM endpoint URL into the SCIM (provisioning) settings of the application in your IdP. The IdP sends users and groups to this address.

  3. Generate a bearer token

    Click Generate bearer token and paste the token into your IdP as the secret token or bearer token. The token is shown only once.

  4. Turn on provisioning in your IdP

    Turn on SCIM provisioning for the application in your IdP and assign the users and groups to provision. They appear on the platform as the IdP sends them.

The SCIM userName becomes the user’s username on the platform. It must be the same value that SAML sends as the username (see How the username is chosen), otherwise the platform sees two different users. Microsoft Entra ID provisions userName from the user principal name by default. If that differs from the users’ email address, map userName from mail in the provisioning attribute mappings.

The SCIM configuration under Selfservice Access Control → Provisioning: the How to setup SCIM steps, the SCIM endpoint URL to copy and Generate bearer token, with the Configuration and Activity tabs
The SCIM configuration of the Self-Service Portal registration. The Admin Portal registration has the same screen.

The bearer token is shown once

The platform stores only a hash of the token and cannot show it again. If the token is lost, click Regenerate bearer token and update your IdP: the previous token stops working immediately. Remove configuration revokes the token and stops provisioning.

The platform applies changes when the IdP sends them. How often the IdP sends changes depends on the IdP.

Change in the IdPResult on the platform
A user is assignedThe user becomes an administrator with the Organization Member role.
A user is added to a provisioned groupThe user is added to the matching Team.
A user is deactivated or removedThe administrator access SCIM gave the user ends at once, and the user leaves every Team synced from the IdP. Administrators hides the user, and removes the user after 30 days. If the IdP brings the user back within 30 days, the user is restored.
A provisioned group is deletedThe matching Team is deleted.

SCIM does not assign roles beyond Organization Member. To give a group more access, map its Team to roles in Teams. The mapping is kept on the platform and is not changed by the IdP.

Keep the Default Role Mapping at Organization Member

Every SAML sign-in adds the roles of the Default Role Mapping, or of the Custom SAML Role Mapping that the IdP’s role claim selects, also for users provisioned over SCIM. Keep the Default Role Mapping at Organization Member and leave Custom SAML Role Mappings unused, so that roles come only from Teams. See Admin Portal roles.

Access granted on the platform is not changed by SCIM: an administrator added by invitation keeps that access, and Teams created on the platform keep their members, even if the user is deactivated in the IdP.

For the users and Self-Service Teams that come from the IdP, the IdP decides access to the Self-Service Portal.

  • A Self-Service Team from the IdP has a SCIM badge. Its name and members can’t be edited in the Admin Portal.
  • A Self-Service Team gives access only where it is bound: a Sign In Access Policy, an EasyPSK group, an onboarding rule or a Site manager role. See Self-Service Teams.
  • SCIM does not create EasyPSK groups. An onboarding rule bound to the team creates the user’s group on the user’s first sign-in.
  • A user who is blocked or deleted in the IdP loses the Self-Service session on the next request, and can no longer sign in with an email link or through SAML.
  • What the IdP blocked is kept for 30 days, so that a return restores it unchanged. After 30 days it is removed. Lists in the Admin Portal show a blocked user with the date, and the Show blocked filter brings blocked users into view.
  • If the user’s email address changes in the IdP, everything the user has moves to the new address.

The Activity tab on the SCIM configuration lists the changes the IdP has sent: users and groups created, updated and deleted, users deactivated, and members added to or removed from groups. Entries are kept for 7 days and can be searched by user, group or member email.

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