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]).
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:
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:
- How to add Modern Treasury as a new managed application for your identity provider, and
- How to provision users and roles for your Modern Treasury organization.
If you already have an existing integration in your identity provider for Modern Treasury, you can add SCIM to it instead of creating a new app integration. For example, Okta's docs for how to do that are here.
For example, the first page of the Okta setup guide looks like the following:
Complete all directory sync setup steps
Skipping steps in the guide may lead to incomplete SCIM configuration or unexpected directory sync behavior.
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:
Updated 7 months ago