In this article, you will learn all the steps of a room creation with SCIM User Provisioning:
- What is a room creation with SCIM User Provisioning,
- Request and create an Entra ID group,
- Room creation and setup,
- Add the Entra ID group to the Enterprise Application,
- Finalising User access to the Sherpany Room.
What is a room creation with SCIM User Provisioning?
With User Provisioning via SCIM, your organisation manages the creation and deactivation of users in Sherpany directly through your internal user management system (Entra ID). This ensures that user access is always aligned with your company’s internal policies.
Information
- This process only applies to users within your organisation (i.e., users with a company account).
- External users, such as those using a private email address or an email from another company, are not managed through Entra ID. These users must be manually created in Sherpany.
To include new rooms in the User Provisioning scope, and to ensure that users are automatically created and deactivated via Entra ID, the following process must be followed.
How to request and create an Entra ID group?
- If you are a business customer, ask your IT team to create a new Entra ID group for your Sherpany room.
- If you are the IT of your organisation, you can directly create the Entra ID group for the Sherpany room yourself.
Important
The group must not yet be added to the Sherpany Enterprise Application in Entra ID, as the mapping has not yet been created.
When requesting a new Sherpany room, certain information are required to ensure proper setup and user access:
- Room name - the official name of the room
- Administrator User - the user who will have admin rights for the room. This user will have the permission level called “User + User Administration (+ Access to All Content)".
Find here en e-mail template to order the room
To: support@sherpany.com Subject: Order Sherpany room -------- We would like to order the following room for [CUSTOMER NAME]:
As this room is in the scope of User Provisioning SCIM, the Sherpany room must be mapped accordingly with the Entra ID group: [ObjectID of the Entra ID group] Please let us know as soon as the room and the mapping have been created. -------- |
Room creation and setup
Once the request is processed, Sherpany creates the new room and links it to the designated Entra ID group, ensuring seamless user provisioning and access management. You will be informed as soon as this is done.
Please be advised that, at this stage, an internal Sherpany user will be created within the room, as this is required for a subsequent step.
How to add the Entra ID group to the Enterprise Application?
Once the mapping is confirmed by Sherpany, the Entra ID group can be added to the Enterprise Application Sherpany in Entra ID.
This step triggers the user provisioning process, automatically creating users in the Sherpany room through synchronisation.
Finalising user access to the Sherpany Room
Once users are created in the Sherpany room, their authorisation level is upgraded to “User + User Administration (+ Access to All Content)”. The previous Sherpany-internal user is then deleted. Both these steps are done by our support team
The users can now access the new Sherpany room via the SSO URL link.