Configure myPolicies for automatic user provisioning with Microsoft Entra ID

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

Prerequisites

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

• - A Microsoft Entra user account with an active subscription. If you don't already have one, you can Create an account for free. - One of the following roles: - Application Administrator - Cloud Application Administrator - Application Owner..
• A myPolicies tenant.
• A user account in myPolicies with Admin permissions.

Assigning users to myPolicies

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 myPolicies. Once decided, you can assign these users and/or groups to myPolicies by following the instructions here:

• Assign a user or group to an enterprise app

Important tips for assigning users to myPolicies

• It's recommended that a single Microsoft Entra user is assigned to myPolicies to test the automatic user provisioning configuration. Additional users and/or groups may be assigned later.

• When assigning a user to myPolicies, 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 myPolicies for provisioning

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

1. Reach out to your myPolicies representative at support@mypolicies.com to obtain the secret token needed to configure SCIM provisioning.

2. Save the token value provided by the myPolicies representative. This value is entered in the Secret Token field in the Provisioning tab of your myPolicies application.

Add myPolicies from the gallery

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

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

1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
2. Browse to Entra ID > Enterprise apps > New application.
3. In the Add from the gallery section, type myPolicies, select myPolicies in the search box.
4. Select myPolicies 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 myPolicies

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

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

1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

2. Browse to Entra ID > Enterprise apps

   

3. In the applications list, select myPolicies.

   

4. Select the Provisioning tab.

   

5. Select + New configuration.

   

6. In the Tenant URL field, enter your myPolicies Tenant URL and Secret Token. Select Test Connection to ensure Microsoft Entra ID can connect to myPolicies. If the connection fails, ensure your myPolicies account has the required admin permissions and try again.

   Note

   Enter https://<myPoliciesCustomDomain>.mypolicies.com/scim in the Tenant URL where <myPoliciesCustomDomain> is your myPolicies custom domain. You can retrieve your myPolicies customer domain from your URL. Example: <demo0-qa>.mypolicies.com.

   

7. Select Create to create your configuration.

8. Select Properties on the Overview page.

9. In the Notification Email field, enter the email address of a person who should receive the provisioning error notifications and select the Send an email notification when a failure occurs check box.

   

10. Select Attribute Mapping in the left panel and select users.

11. Review the user attributes that are synchronized from Microsoft Entra ID to myPolicies in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the user accounts in myPolicies for update operations. If you choose to change the matching target attribute, you need to ensure that the myPolicies API supports filtering users based on that attribute. Select the Save button to commit any changes.

    Attribute	Type
    userName	String
    active	Boolean
    emails[type eq "work"].value	String
    name.givenName	String
    name.familyName	String
    name.formatted	String
    externalId	String
    addresses[type eq "work"].country	String
    urn:ietf:params:scim:schemas:extension:enterprise:2.0:User:manager	Reference

12. To configure scoping filters, refer to the instructions provided in the Scoping filter article.

13. Use on-demand provisioning to validate sync with a small number of users before deploying more broadly in your organization.

14. When you're ready to provision, select Start Provisioning from the Overview page.

Connector limitations

• myPolicies always requires userName, email and externalId.
• myPolicies doesn't support hard deletes for user attributes.

Change log

• 09/15/2020 - Added support for "country" attribute for Users.

Additional resources

• Managing user account provisioning for Enterprise Apps
• What is application access and single sign-on with Microsoft Entra ID?

Related content

• Learn how to review logs and get reports on provisioning activity