7 min read

Feature

System for Cross-domain Identity Management (also known as "SCIM") is a protocol for user management across multiple applications. It allows an IT or Operations team to easily provision (add), de-provision (deactivate), and update user data across multiple applications at once.

To set up SCIM provisioning in Entra ID (previously known as Azure AD) you will need to have the involvement of both the monday.com admin and the manager of your Entra ID account.

SCIM capabilities supported in monday.com

Provisioning of Users
De-provisioning of Users
Provisioning of Teams
De-provisioning of Teams
Team Renaming
Updating User Details
Assigning Users to Teams
Un-assigning Users from Teams

Configuration

Step 1 - Add monday.com to Entra ID

Go to your Entra ID homepage and click "Enterprise Applications" on the left pane.

Then, click the New application button:

Search for the monday.com application and select it from the search results:

Give the app a name and click on the "Create" button at the bottom:

Step 2 - Go to Provisioning

Go to the Provisioning section and click "Get Started".

On the following page, select the "Automatic" Provisioning Mode:

In the "Admin Credentials" section, enter the following:

Tenant URL:
This should be taken from your monday.com account (see instructions below)
Secret Token:
This should be taken from your monday.com account (see instructions below)

Go to monday.com Admin section to retrieve the provisioning token

Open up your monday.com account
Click on your avatar > Admin
Go to the Security section
Click on SCIM

Here you can generate and copy the provisioning URL and token and then copy and paste into Entra ID.

Click Test Connection button to verify the credentials that are authorized for provisioning:

Click "Save" on the left-hand side of the page to save the configuration.

Under Settings, make sure to set the scope to "Sync only assigned users and groups":

Important Note: For security measures, we recommend that you verify that the Scope is set to "Sync only assigned users and groups" before starting provisioning. This will ensure that the provisioning will be limited to assigned users/groups only, and that no other Entra ID users will have access to monday.com unintentionally.

To start provisioning, set Provisioning Status to "On":

Click "Save" on the left-hand side of the page to save the Provisioning Status.

Note: Provisioning sync is done every 40 minutes.

Set Up User Provisioning

Go back to the application main page, and then go to "Users and groups":

Click "Add user":

Then, click "Users and groups":

Search for users and select them from the list, and then click the "Select" button at the bottom of the screen.

Click the "Assign" button at the bottom-left side:

Note: If you deprovision a user from the monday.com app, the user will exist in monday.com as an inactive user and will not be counted towards your monday.com user count.

User Attributes

These fields are supported for mapping user attributes:

Name (can’t contain special characters)
Email (must be lowercase)
Title (user’s position in the company)
Active (whether or not a user is enabled or disabled)
User type (we'll discuss this in the section below!)

Note: The username should always be the user’s email address.

Do note, when using Entra ID for both SCIM provisioning and SSO login:

When a user is created via SCIM provisioning, their email in monday.com will always match the 'UserPrincipalName' parameter in Entra ID
When connecting SSO, you need to ensure the email field sent to monday.com is mapped to 'UserPrincipalName' or a field that holds an equivalent value

Provisioning user types

In case you choose not to provision the user type attribute, you can remove it from the attribute mapping by following the steps below:

Go to the Provisioning section. Under Mappings, click Provision Azure Active Directory Users:

Scroll down to the Attribute Mapping table and make sure to delete the roles attribute by clicking the Delete button:

Group 1 - 2023-11-08T151447.984.png

Click "Save" on the left-hand side of the page to save the configuration.

To configure account custom roles as user type:

Configure the relevant custom role on monday.com as described in this article.
Go to Entra ID and click on "App registrations" and search for the monday.com application.
After selecting the monday.com app, navigate to "App roles" where you can view all roles and then click on "Create app role":
From the resulting screen, you can configure a new role. To learn more about creating new roles within Entra ID, check out this article. Here, you'll copy the custom role ID from monday.com to use as the "Display name" (instructions for this are outlined in number 5 below.)
The new role named under “Display name” will be the custom role ID from the monday.com platform. This can be taken from the account permissions center by clicking on the three-dot menu right next to the role name and then "Copy ID", as shown below.

Set-Up Team Provisioning

You can provision Groups from Entra ID to monday.com by assigning a Group to the monday.com application. Doing this will create a new Team in your monday.com account with all the users that are assigned to that group in Entra ID.

Important Note: If you assign a group to monday.com app within Entra ID, and there is a monday.com team with the same name, then the Entra ID group will replace it.
For privacy measures, we recommend coordinating the team provisioning with the monday.com admin, in order to avoid users losing access to their data or users gaining access unintendedly.

To do this, go to the application main page, and then go to "Users and groups":

Click "Add user":

Then, click "Users and groups":

Search for a group and select it from the list, and then click the "Select" button at the bottom.

Click the "Assign" button at the bottom-left side:

Error Handling

Please find the below table that contains error codes and their possible reason. Check out the third column for resolution suggestions:

image 1 - 2023-08-23T151258.141.png

Set a default owner for automations, integrations, and workflows

Tip: This option is ideal for accounts using SCIM or GraphQL.

Note: You must be an admin to make a transfer of all automations from one owner to another or to set a default owner.

Admins can define a fallback policy that automatically transfers ownership of automations, integrations, and workflows from deactivated users, regardless of the reason for deactivation. As a result, no automations, integrations, or workflows will be affected by user offboarding, ensuring that the account's automated flows continue to run smoothly.

To access these settings, open the Administration section of your account as so:

transfer automations 6.png

And then the Automations Ownership tab:

transfer automations 8.png

With this option, automations, integrations, and workflows will automatically transfer to this default owner when a user is deactivated. This applies when any user is deactivated in your account.

transfer automations 2.png

You can choose any active user on your account to be the default owner. Select the user from the dropdown menu and click Save to apply your choice:

transfer automations 5.png

In addition, during the user deactivation process, the admin is able to change the default ownership transfer and select a different target owner for the automations of the off-boarded user. This can be done f rom the Users tab by clicking the three dots to the right of the user's name and selecting Deactivate user:

transfer automations 4.png

You can then choose a new owner from the dropdown menu. If you've set a default owner, you can override this default when manually deactivating a user within your monday.com account:

transfer automations 9.png