Connect Your Identity Provider

Before starting

Confirm that SCIM is enabled for your Modern Treasury organization. You can check this by going to your organization settings and looking for the Directory Sync section.

If SCIM is not enabled, reach out to customer support ([email protected]).

Go to the directory sync setup portal

First, visit your organization’s general settings in the Modern Treasury app and click on Configure in the Directory Sync section:

This will open a new page to a directory sync setup portal:

Follow the setup guide for your identity provider

Next, select your identity provider from the list to open the setup guide for your identity provider.

The two main steps the guide will walk you through are:

  1. How to add Modern Treasury as a new managed application for your identity provider, and
  2. How to provision users and roles for your Modern Treasury organization.

For example, the first page of the Okta setup guide looks like the following:

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Complete all directory sync setup steps

Skipping steps in the guide may lead to incomplete SCIM configuration or unexpected directory sync behavior.

Review your directory sync setup

Once you are finished configuring your identity provider, return to the Modern Treasury app and confirm the users and roles you provisioned have synced in the Users and Roles Settings pages.

Users and roles managed by directory sync will have a new lock icon. These synced users and roles can only be updated or deleted through your identity provider.

You can also click on the Configure button again in the organization settings' directory sync section to view a hosted directory sync status page: