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SCIM Provisioning — Setup Guide

Automatically sync users and roles between your Identity Provider (IdP) and Yousign using the SCIM 2.0 protocol.

Overview

System for Cross-domain Identity Management (SCIM) lets your Identity Provider (IdP) automatically provision, update, and deprovision users in Yousign. Once configured, any user lifecycle change in your IdP — new hires, leavers, role changes — is reflected in Yousign without manual intervention.

What SCIM handles in Yousign

  • Automatic user provisioning when added in your IdP

  • Automatic user deactivation when removed from your IdP

  • Name and Role synchronisation — keep Yousign roles in sync with your IdP

It is not possible to create/deactivate/delete the Owner of Yousign organisation.

Scope

  • Role Supported attribute

Group-based provisioning is not yet available in this version.

Supported Identity Providers

All IdP for which SSO configuration is available and who support SCIM.


Before You Start

Before configuring SCIM, make sure you have:

  • SCIM and SSO add-on activated on your account

  • Admin access to Yousign

  • Admin access to your IdP

  • Single Sign-On (SSO) already configured and active on your Yousign account — SCIM requires SSO to be enabled first. See the SSO setup guide if needed.


Step 1 — Generate Your SCIM Credentials in Yousign

Before configuring your IdP, you need to retrieve the SCIM endpoint and generate an API token from your Yousign workspace.

  1. Sign in to Yousign as an admin.

  2. Go to Settings → Access security → SCIM.

  3. Click Activate.

Please note that any pending invitations will be deleted. Additionally, you can only manage invitations and users informations (email, name, firstname) with your IdP until SCIM deactivation.

  1. Copy the SCIM Endpoint URL — you will need this in your IdP configuration.

  2. Click Generate Token to create a Bearer token.

  3. Copy the token immediately — it will not be shown again. Store it securely.

You can delete the token and regenerate it at any time from this page. Deleting the token will invalidate it and temporarily interrupt provisioning until you update the token in your IdP.


Step 2 — Understand Yousign Roles

Yousign uses the following roles. The role you assign in your IdP must exactly match one of these values (case-insensitive):

Role name

IdP attribute value

Description

Admin

admin

Full access to workspace settings, billing, and user management.

Member

member

Standard user who can send and sign documents.

API syntax expected here. Note: we don’t support any additional parameters here (for ex primary is not supported).

"roles": [ { "value": "admin", "type": "role" } ]

If no role is provided, the user will be provisioned as Member by default.


Step 3 — Configure your IdP

What You Need from Yousign

Retrieve these two values from Yousign before starting (see Step 1):

Parameter

Value / Where to find it

SCIM Base URL

Settings → Access Security → SCIM → Endpoint URL

Bearer Token

Settings → Access Security → SCIM → Bearer Token

SCIM Endpoint & Authentication

Enter the following in your IdP's SCIM provisioning configuration:

Setting

Value

SCIM version

SCIM 2.0

Base URL

Your Yousign SCIM Base URL (no trailing slash)

Authentication method

HTTP Header — Bearer token

Token

Your Yousign Bearer token

Supported provisioning actions

Push New Users; Push Profile Updates

Unique identifier field for users

This should map to an immutable email in your IdP attributes, typically userName or userPrincipalName

Required Attribute Mappings

Your IdP must send the following SCIM attributes. Map your directory attributes to these SCIM paths:

SCIM attribute

Expected value

Required

userName

User's email address (unique immutable identifier)

Yes

emails[primary eq true].value

User's email address

Yes

name.givenName

User's first name

Yes

name.familyName

User's last name

Yes

active

true / false — controls activation and deprovisioning

Yes

roles[type eq “role”].value

One of: admin, member

Recommended

name.givenName and name.familyName must respect the following limitations: max 150 characters. Allowed characters are: letters, numbers, spaces, apostrophes, hyphens, parentheses and accented letters. Cannot start or end with a space, and cannot contain 10 consecutive digits.

If name.givenName or name.familyNames does not match Yousign’s accepted format, those fields will be ignored during provisioning. The user account will still be created successfully, but the name fields will be left empty and the user will be prompted to complete them at first login.

Supported SCIM Operations

Yousign supports the following SCIM 2.0 operations. Enable these in your IdP where applicable:

Operation

Supported

Effect in Yousign

Create user (POST /Users)

Yes

Provisions a new user account

Update user (PATCH /Users/{id})

Yes

Updates name, email, or role

Deactivate user (PATCH active=false)

Yes

Suspends the user

Delete user (DELETE /Users/{id})

Yes

Delete the user (data retained)

Get user (GET /Users/{id})

Yes

Used by IdP to check existence

List users (GET /Users)

Yes

Used by IdP for reconciliation

Seat Limit Behaviour

Yousign enforces a seat limit based on your subscription plan. When SCIM attempts to provision a new user and the seat limit has already been reached:

  • The user is not created — provisioning for that user is blocked.

  • An email notification is automatically sent to Admins and Owners, informing them that the seat limit has been reached and that provisioning could not complete.

  • Provisioning resumes normally once additional seats are purchased or existing users are deprovisioned.

Verifying the Setup

After your first provisioning cycle runs:

  1. Go to Yousign Settings → Users.

  2. Confirm that provisioned users appear with the correct role.

  3. Check your IdP's provisioning logs for any errors or skipped users.

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