Tutorial: Configure Workteam for automatic user provisioning

Artikel
10/23/2023

The objective of this tutorial is to demonstrate the steps to be performed in Workteam and Microsoft Entra ID to configure Microsoft Entra ID to automatically provision and de-provision users and/or groups to Workteam.

Note

This tutorial describes a connector built on top of the Microsoft Entra user provisioning service. For important details on what this service does, how it works, and frequently asked questions, see Automate user provisioning and deprovisioning to SaaS applications with Microsoft Entra ID.

Prerequisites

The scenario outlined in this tutorial assumes that you already have the following prerequisites:

A Microsoft Entra tenant.
A Workteam tenant
A user account in Workteam with Admin permissions.

Assigning users to Workteam

Microsoft Entra ID uses a concept called assignments to determine which users should receive access to selected apps. In the context of automatic user provisioning, only the users and/or groups that have been assigned to an application in Microsoft Entra ID are synchronized.

Before configuring and enabling automatic user provisioning, you should decide which users and/or groups in Microsoft Entra ID need access to Workteam. Once decided, you can assign these users and/or groups to Workteam by following the instructions here:

Assign a user or group to an enterprise app

Important tips for assigning users to Workteam

It is recommended that a single Microsoft Entra user is assigned to Workteam to test the automatic user provisioning configuration. Additional users and/or groups may be assigned later.
When assigning a user to Workteam, you must select any valid application-specific role (if available) in the assignment dialog. Users with the Default Access role are excluded from provisioning.

Setup Workteam for provisioning

Before configuring Workteam for automatic user provisioning with Microsoft Entra ID, you will need to enable SCIM provisioning on Workteam.

Log in into Workteam. Click Organization settings > SETTINGS.
Scroll to bottom and enable the provisioning capabilities of Workteam.
Copy the Base Url and Bearer Token. These values will be entered in the Tenant URLand Secret Token field in the Provisioning tab of your Workteam application.

Add Workteam from the gallery

To configure Workteam for automatic user provisioning with Microsoft Entra ID, you need to add Workteam from the Microsoft Entra application gallery to your list of managed SaaS applications.

To add Workteam from the Microsoft Entra application gallery, perform the following steps:

Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
Browse to Identity > Applications > Enterprise applications > New application.
In the Add from the gallery section, type Workteam, select Workteam in the search box.
Select Workteam from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Configuring automatic user provisioning to Workteam

This section guides you through the steps to configure the Microsoft Entra provisioning service to create, update, and disable users and/or groups in Workteam based on user and/or group assignments in Microsoft Entra ID.

Tip

You may also choose to enable SAML-based single sign-on for Workteam, following the instructions provided in the Workteam Single sign-on tutorial. Single sign-on can be configured independently of automatic user provisioning, though these two features compliment each other

To configure automatic user provisioning for Workteam in Microsoft Entra ID:

Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
Browse to Identity > Applications > Enterprise applications
In the applications list, select Workteam.
Select the Provisioning tab.
Set the Provisioning Mode to Automatic.
Under the Admin Credentials section, input the Base URL and Bearer Token values retrieved earlier in Tenant URL and Secret Token respectively. Click Test Connection to ensure Microsoft Entra ID can connect to Workteam. If the connection fails, ensure your Workteam account has Admin permissions and try again.
In the Notification Email field, enter the email address of a person or group who should receive the provisioning error notifications and check the checkbox - Send an email notification when a failure occurs.
Click Save.
Under the Mappings section, select Synchronize Microsoft Entra users to Workteam.
Review the user attributes that are synchronized from Microsoft Entra ID to Workteam in the Attribute Mapping section. The attributes selected as Matching properties are used to match the user accounts in Workteam for update operations. Select the Save button to commit any changes.
To configure scoping filters, refer to the following instructions provided in the Scoping filter tutorial.
To enable the Microsoft Entra provisioning service for Workteam, change the Provisioning Status to On in the Settings section.
Define the users and/or groups that you would like to provision to Workteam by choosing the desired values in Scope in the Settings section.
When you are ready to provision, click Save.

This operation starts the initial synchronization of all users and/or groups defined in Scope in the Settings section. The initial sync takes longer to perform than subsequent syncs. For more information on how long it will take for users and/or groups to provision, see How long will it take to provision users.

You can use the Current Status section to monitor progress and follow links to your provisioning activity report, which describes all actions performed by the Microsoft Entra provisioning service on Workteam. For more information, see Check the status of user provisioning. To read the Microsoft Entra provisioning logs, see Reporting on automatic user account provisioning.

Additional resources

Next steps

Learn how to review logs and get reports on provisioning activity