How to use New User Templates (Entra ID)Welcome to the guide for setting up SCIM (System for Cross-domain Identity Management)! SCIM enables automatic provisioning and deprovisioning of user identities between your identity provider (IDP) and ISMS.online, streamlining user management processes. Below, we've outlined the steps to help you smoothly configure SCIM for your organization.

Step 1: Requesting SCIM from our support team

To set up SCIM, you must first contact our support team at [email protected], the team will then enable SCIM within your platform and arrange sending you the SCIM Endpoint and API token in a secure manner

Step 2: Troubleshooting Local Issues (Optional)

Be aware of common issues such as discrepancies in primary email addresses between the IDP and ISMS.online, which can lead to creation of duplicate user accounts.

Step 3: Set up a New User Template that applies to all users

Before continuing to set up SCIM,  set up a New User Template that can apply to all user in the platform. This ensures whenever a user logs in, that they have access to work areas.

Step 4: Resolving Common Issues (optional)

If encountering issues with primary email discrepancies, contact our support team at [email protected] to clear the IDP link and reconcile email addresses to prevent duplicate account creation.

Step 5: Open Entra and go to applications,  then select 'Enterprise Applications'

Step 6: Select 'New Application'

Step 7: Select 'Create New Application'

Step 8: Insert the name of the app 'ISMS.online' and Select 'integrate with any application' and then select 'Create'

Step 9: Select 'Provisioning' 

Step 10: Select 'Provisioning' again 

Step 11: Set provisioning mode to 'automatic'

Step 12: Paste the SCIM endpoint into the tenant URL field and API token  into the Secret Token field" so it matches whats on screen 

Step 13: Test the connection. A pop up should appear in the top right hand corner confirming the connection. If it is unable to confirm the connection, you may want to check that the settings you've input are correct. If you require further assistance please email us at [email protected] and we will be happy to assist.

Step 14: Save and then refresh the page

Step 15: go to settings, and then set provisioning status to on

Step 16: Save your settings again

Setting up SCIM requires careful planning, troubleshooting, and continuous support to ensure smooth integration between your IDP and ISMS.online. By following the steps outlined in this guide and staying proactive in addressing common issues, you can streamline user management processes and enhance security within your organization.

Feel free to adapt these steps to fit your organization's specific needs and configurations. If you encounter any further issues or require additional assistance, don't hesitate to reach out to our support team at [email protected]