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Set up SCIM provisioning

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

📖 Table of contents

Overview


System for Cross-domain Identity Management (SCIM) allows your Identity Provider (IdP) to automatically provision, update, and deprovision users in Yousign.

Once configured, user lifecycle changes made in your IdP, such as onboarding new employees, deactivating users, or changing roles, are automatically reflected in Yousign.

What SCIM manages in Yousign

  • Automatic user provisioning when users are added in your IdP

  • Automatic user deactivation when users are removed from your IdP

  • Automatic synchronisation of names and roles to keep Yousign aligned with your IdP

Owners cannot be created, deactivated, or deleted through SCIM provisioning.

Scope

Supported synchronised attributes:

  • Role

Group-based provisioning is not currently supported.

Supported Identity Providers

SCIM is supported with Identity Providers that support SCIM 2.0 and can be configured with Yousign SSO.

Before you start


Before configuring SCIM, make sure you have:

  • The SCIM and SSO add-on activated on your account

  • Admin access to Yousign

  • Admin access to your Identity Provider

  • Single Sign-On (SSO) already configured and active on your Yousign account

SCIM can only be activated after SSO has been configured.

Step 1: Generate your SCIM credentials in Yousign


Before configuring your Identity Provider, retrieve your SCIM endpoint and generate a token from Yousign.

  1. Sign in to Yousign as an admin.

  2. Go to Settings → Access security → SCIM.

  3. Click Activate.

Activating SCIM deletes all pending invitations.

Once SCIM is activated, user information (email address, first name, and last name) and invitations can only be managed through your Identity Provider until SCIM is deactivated.

  1. Copy the SCIM Endpoint URL.

  2. Click Generate token.

  3. Copy and securely store the token immediately. It will not be displayed again.

You can delete and regenerate the token at any time from this page.

Deleting the token invalidates it and temporarily interrupts provisioning until the new token is configured in your IdP.

Step 2: Understand Yousign roles


The role value sent by your IdP must match one of the following 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

Send the role using the following SCIM attribute format:

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

Additional parameters are not supported (for example, primary).

If no role is provided, the user is provisioned with the Member role by default.

Step 3: Configure your Identity Provider


Retrieve values from Yousign

Retrieve the following values before configuring provisioning.

Parameter

Where to find it

SCIM Base URL

Settings → Access security → SCIM → Endpoint URL

Bearer Token

Settings → Access security → SCIM → Bearer Token

Configure SCIM endpoint and authentication

Enter the following values in your IdP.

Setting

Value

SCIM version

SCIM 2.0

Base URL

Your Yousign SCIM Base URL (without 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

Map to an immutable email attribute in your IdP (typically userName or userPrincipalName)

Configure required attribute mappings

Map your IdP attributes to the following SCIM attributes.

SCIM attribute

Expected value

Required

userName

User's email address (unique, immutable identifier)

Yes

emails[primary eq true].value

User's email address (the email domain must be included in the organization's allowed SSO domains)

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 follow these limitations:

  • Maximum 150 characters

  • Allowed characters: letters, numbers, spaces, apostrophes, hyphens, parentheses, accented letters

  • Cannot start or end with a space

  • Cannot contain 10 consecutive digits

If name.givenName or name.familyName does not match Yousign's accepted format, those values are ignored during provisioning.

The user account is still created successfully, and the user will complete their information during their first login.

Supported SCIM operations

Enable these operations in your IdP when available.

Operation

Supported

Effect in Yousign

Create user (POST /Users)

Yes

Provisions a new user account

Update user (PATCH /Users/{id})

Yes

Updates user information and role

Deactivate user (PATCH active=false)

Yes

Suspends the user

Delete user (DELETE /Users/{id})

Yes

Deactivates the user account (data retained)

Get user (GET /Users/{id})

Yes

Allows the IdP to verify user existence

List users (GET /Users)

Yes

Used for reconciliation

Seat limit behaviour

Yousign applies seat limits based on your subscription.

If SCIM attempts to provision a user after all seats have been consumed:

  • The user is not created

  • Admins and Owners receive an email notification

  • Provisioning can resume after purchasing seats or deprovisioning users and triggering provisioning again

Verify the setup


After provisioning runs:

  1. Go to Settings → Users in Yousign.

  2. Verify that users appear with the expected role.

  3. Review provisioning logs in your IdP.

  4. Confirm users can authenticate through SSO successfully.

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