SCIM via Azure AD
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πŸ€” What Is SCIM?

SCIM is an open standard for automating user provisioning and de-provisioning in cloud-based applications. It simplifies user management by synchronizing user data across different applications and systems, ensuring access to cloud-based applications is always up-to-date and secure. The benefits of SCIM include improved efficiency, reduced administrative costs, and enhanced security.

βš™οΈ Configure SCIM in Taskade

This feature is only available under our Enterprise Plan.

πŸ’‘ Note: To get started, you first have to configure SAML. Visit SAML via Azure AD to learn how.

The first step is to make sure you upgraded your workspace.

  1. Select the workspace(s) you want to upgrade, and click Upgrade.

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The next step is to create an organization. An organization allows you to group together multiple workspaces, making the provision of groups possible.

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Once you've created your organization, copy the SCIM token. It will be required during the Azure setup process.

Next, navigate to the Azure portal, and locate the Azure Active Directory in the side navigation panel.

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Select Enterprise Applications and find Taskade among the list of applications.

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Under the Manage section, click Provisioning. Choose Automatic for the provisioning mode and type "https://taskade.com/scim/v2" for the admin credentials tenant URL. Then, paste the SCIM token from your organization's overview page into the Secret Token field.

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Select Test Connection to verify that the configuration has been set up correctly. If the connection is successful, click Save.

The following steps will guide you through provisioning groups from your Azure directory.

Navigate to the Manage section and select Users and Groups. Then click on Add user/group.

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Add a group you'd like to sync with your Taskade organization, then click Assign.

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Select Provision on demand and choose the group you recently assigned.

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Choose all the group members, then click Provision.

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When you open Taskade, the group you recently provisioned should be visible in the Organization tab.

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βš™οΈ Provision Folders

You can provision groups for both folders and workspaces. To begin with folders, navigate to any folder within a workspace that's part of your organization. Click on the folder name in the header, and choose Edit from the drop-down menu.

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You can provision the Azure group within the Edit Folder menu. Determine the desired group access level from Editor, Viewer, or Checker.

πŸ’‘ Note: After updating the group access, group members will gain access to the specified folder. It's important to note that once a specific group member joins a folder, you must remove them manually.

βš™οΈ Provision Workspaces

To provision workspaces, return to your organization page. Ensure that your organization has multiple workspaces under management. Next, within the Groups section, manage one of the desired groups.

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Adjust the group access level for each workspace. Note that any group with workspace access will have access to the home folder by default. However, access to the remaining folders can be managed individually within the workspace.

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To prevent organization members from creating their own workspaces, disable the Allow members to create workspaces option in the organization settings.

If you need help with configuring SCIM, please email [email protected].

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