SCIM - Map Groups to Entry Points
Once you have configured your identity provider, you can view the SCIM groups in ProcedureFlow and map them to entry point roles.
Prerequisites
In order to access the SCIM administration dashboard, you must have the following prerequisites:
- A pricing plan that supports SCIM
- A ProcedureFlow account with "Org Admin" role
- Your organization must have the SCIM Groups feature activated
- You must have an active SCIM provisioning integration: refer to the set up guides for Microsoft Entra ID, Okta, or your own custom or generic identity provider.
Navigating to the SCIM Dashboard
On the ProcedureFlow Administration tab, click the SCIM link and then click the Groups link to view the groups that have been synced to ProcedureFlow. Click on the desired group to view information about it and configure entry point mappings.
Note If you don't see the SCIM link, check with your ProcedureFlow account representative to enable the SCIM Groups feature and check your pricing plan.
If you are able to access the Groups page but do not see any groups, please refer to the troubleshooting guide for your identity provider.
General Settings
The General settings page shows the name of the group and the group's SCIM ID. These settings are read-only because they are created and updated via provisioning. The group name is mapped from the identity provider, and the SCIM ID is generated by ProcedureFlow when a group is created.
Entry Point Mappings
By default, the group will have no entry point permissions. The page will list all of your organization's entry points that the group may be assigned to.
- Select the check box for an entry point that the group should have access to, and select the role to control what users in that group are able to do within the selected entry point.
- Repeat to set up all entry point permissions for a group, then click Update Group once the desired roles have been configured.
Note When the roles have been updated for a group, permissions for all users of that group are recalculated. Depending on how many users are in a group and how many entry points your organization has, this could take a while until all users' permissions have been updated.