Tutorial: Configure Priority Matrix for automatic user provisioning

The objective of this tutorial is to demonstrate the steps to be performed in Priority Matrix and Azure Active Directory (Azure AD) to configure Azure AD to automatically provision and de-provision users and/or groups to Priority Matrix.

Note

This tutorial describes a connector built on top of the Azure AD 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 Azure Active Directory.

This connector is currently in Public Preview. For more information on the general Microsoft Azure terms of use for Preview features, see Supplemental Terms of Use for Microsoft Azure Previews.

Prerequisites

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

Assign users to Priority Matrix

Azure Active Directory 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 Azure AD are synchronized.

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

Important tips for assigning users to Priority Matrix

  • It is recommended that a single Azure AD user is assigned to Priority Matrix to test the automatic user provisioning configuration. Additional users and/or groups may be assigned later.

  • When assigning a user to Priority Matrix, you must select any valid application-specific role (if available) in the assignment dialog. Users with the Default Access role are excluded from provisioning.

Set up Priority Matrix for provisioning

Before configuring Priority Matrix for automatic user provisioning with Azure AD, you will need to retrieve some provisioning information from Priority Matrix.

  1. Sign in to your Priority Matrix Admin Console.

  2. Click Oauth login token for Priority Matrix

    Priority Matrix Add SCIM

  3. Click the GET NEW TOKEN button. Copy the Token String. This value will be entered in the Secret Token field in the Provisioning tab of your Priority Matrix application in the Azure portal.

    Priority Matrix Create Token

To configure Priority Matrix for automatic user provisioning with Azure AD, you need to add Priority Matrix from the Azure AD application gallery to your list of managed SaaS applications.

  1. In the Azure portal, in the left navigation panel, select Azure Active Directory.

    The Azure Active Directory button

  2. Go to Enterprise applications, and then select All applications.

    The Enterprise applications blade

  3. To add a new application, select the New application button at the top of the pane.

    The New application button

  4. In the search box, enter Priority Matrix, select Priority Matrix in the results panel.

    Priority Matrix in the results list

  5. Select the Sign-up for Priority Matrix button which will redirect you to Priority Matrix's login page.

    Priority Matrix OIDC Add

  6. As Priority Matrix is an OpenIDConnect app, choose to login to Priority Matrix using your Microsoft work account.

    Priority Matrix OIDC login

  7. After a successful authentication, accept the consent prompt for the consent page. The application will then be automatically added to your tenant and you will be redirected to your Priority Matrix account.

    Priority Matrix OIDc Consent

Configure automatic user provisioning to Priority Matrix

This section guides you through the steps to configure the Azure AD provisioning service to create, update, and disable users and/or groups in Priority Matrix based on user and/or group assignments in Azure AD.

Note

To learn more about Priority Matrix's SCIM endpoint, refer to User provisioning and Priority Matrix.

To configure automatic user provisioning for Priority Matrix in Azure AD:

  1. Sign in to the Azure portal. Select Enterprise Applications, then select All applications.

    Enterprise applications blade

  2. In the applications list, select Priority Matrix.

    The Priority Matrix link in the Applications list

  3. Select the Provisioning tab.

    Provisioning tab

  4. Set the Provisioning Mode to Automatic.

    Provisioning tab

  5. Under the Admin Credentials section, input https://sync.appfluence.com/scim/v2/ in Tenant URL. Input the value that you retrieved and saved earlier from Priority Matrix in Secret Token. Click Test Connection to ensure Azure AD can connect to Priority Matrix. If the connection fails, ensure your Priority Matrix account has Admin permissions and try again.

    Tenant URL + Token

  6. 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.

    Notification Email

  7. Click Save.

  8. Under the Mappings section, select Synchronize Azure Active Directory Users to Priority Matrix.

    Priority Matrix User Mappings

  9. Review the user attributes that are synchronized from Azure AD to Priority Matrix in the Attribute Mapping section. The attributes selected as Matching properties are used to match the user accounts in Priority Matrix for update operations. Select the Save button to commit any changes.

    Priority Matrix User Attributes

  10. To configure scoping filters, refer to the following instructions provided in the Scoping filter tutorial.

  11. To enable the Azure AD provisioning service for Priority Matrix, change the Provisioning Status to On in the Settings section.

    Provisioning Status Toggled On

  12. Define the users and/or groups that you would like to provision to Priority Matrix by choosing the desired values in Scope in the Settings section.

    Provisioning Scope

  13. When you are ready to provision, click Save.

    Saving Provisioning Configuration

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, which occur approximately every 40 minutes as long as the Azure AD provisioning service is running. You can use the Synchronization Details section to monitor progress and follow links to provisioning activity report, which describes all actions performed by the Azure AD provisioning service on Priority Matrix.

For more information on how to read the Azure AD provisioning logs, see Reporting on automatic user account provisioning.

Additional resources

Next steps