---
title: SCIM Provisioning Guide
description: Prerequisites SCIM feature enabled in your RocketDocs tenant (contact your RocketDocs CSM). An active SAML SSO configuration in your IdP for RocketDocs. A…
---
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# SCIM Provisioning Guide
### Prerequisites
- SCIM feature enabled in your RocketDocs tenant (contact your RocketDocs CSM).
- An active SAML SSO configuration in your IdP for RocketDocs.
- A RocketDocs user with System Administration privileges.
- IdP permissions to configure Provisioning (Users & Groups)
### **Steps to Setup**
1\. On the System Settings page, you will see a SCIM Provisioning button in the SSO section.
2\. Click the SCIM Provisioning button.
⚠️**IMPORTANT**⚠️ When you generate token, the previous token will be deactivated. Make sure you STOP your IdP Provisioning before generating a new token.A side drawer will open. Click the Generate Token button, and a bearer token will be generated. You’ll also see the endpoint and the expiration date
---
#### **⚠️IMPORTANT⚠️**
**If provisioning is restarted, users/groups removed during downtime won’t be automatically deactivated from RocketDocs.**
**DO NOT restart provisioning; contact support if needed.**
---
### Please read the following steps to successfully implement SCIM Provisioning with RocketDocs:
1\. Copy the endpoint and the token, and carry that over to your IdP.
2\. You should already have your SAML SSO setup.
3\. Click provisioning.
4\. On the Overview tab, you will then be able to click “Connect your application”.
5\. This will open the Admin credentials screen.
6\. Paste the endpoint you copied (in the previous step) into the Tenant URL, and the token you copied (in the previous step) into Secret token and click “Test connection”.
- This test must pass before you can continue.
7\. Once the test passes, Click the “Create” button.
8\. Make sure you allow User and Group provisioning.
### Attribute Mapping: Users
1\. Check the following boxes: Create, Update, and Delete.
2\. Required **→** displayName, externalId, and members.
---
#### **⚠️IMPORTANT⚠️**
**RocketDocs custom licenses/user types are Core (Admin/writer), Core (Field user), Core (Read-only), and Contributor. To allow for provisioning of licenses, create 4 groups in your IdP and add the users to them.**
Their names should be as follows:
**RocketDocs-Admin -** Users you want to be Core with Admin/Writer are placed in this group.
**RocketDocs-Field -** Users you want to be Core with Field Users are placed in this group.
**RocketDocs-Read -** Users you want to be Core with Read-only Users are placed in this group.
**RocketDocs-Contributor -** Users you want to be Contributors are placed in this group.
#### User Permissions:
| **License**: User Type | **Core**: Administrator/ Writer | **Core**: Field User | **Core**: Read-only | **Contributor** |
| --- | --- | --- | --- | --- |
| Search own content\*\* | **X** | **X** | **X** | **X** |
| Access External Files\* | **X** | **X** | **X** | **X** |
| Use Generative AI | **X** | **X** | **X** | **X** |
| Search content database\* | **X** | **X** | **X** | |
| View My To Do list in Control Center | **X** | | **X** | **X** |
| Reassign questions to other core users\* | **X** | | | **X** |
| Edit content records\* | **X** | | | **X** |
| Add content records | **X** | | | |
| Generate RapidDocs | **X** | **X** | | |
| Manage Projects | **X** | | | |
| Assign Project questions to Contributors | **X** | | | |
| Download Project documents | **X** | | | |
| Use Project document parsing | **X** | | | |
| Access Reports\* | **X** | | | |
| Manage RapidDocs Templates\* | **X** | | | |
| Manage Users and User Groups\* | **X** | | | |
| Manage Content Settings\* | **X** | | | |
| Manage Project Settings\* | **X** | | | |
| Manage System Settings\* | **X** | | | |
| Manage Notification Settings\* | **X** | | | |
---
#### **📋Note:**
Users can have multiple licenses, so you can add the same user to all groups.
---
#### **Users can be provisioned by doing this process:**
1\. When provisioning runs, the user will be created in RocketDocs.
2\. A user admin can set the License/User types, privileges, and restrictions for a particular user on the User Admin page.
3\. User Admin Page.
### Groups can be provisioned by doing this process:
**⚠️IMPORTANT⚠️**
**If a user is provisioned as part of a group and you later want to deactivate that user in RocketDocs, you must remove them from every group that is assigned to the Enterprise application, or remove all the groups the user is in from the enterprise application. Take caution with the second option because that could deactivate a group of users and not just the individual user.**
When adding groups, all the users in the groups will be provisioned when the provisioning process runs.
Any users in these groups will be created in RocketDocs (if they don’t already exist there) and will be added to the groups in which they are included, and the “RocketDocs-“ groups provisioned will handle the licensing of the users in RocketDocs.
---
#### **📋Note:**
If you remove one of the license groups from the Provisioning assignment (example above), any user that was a part of that group will lose the license it was assigned. For example, if [johndoe@rocketdocs.com](mailto:johndoe@rocketdocs.com) is a part of Rocketdocs-field, and Rocketdocs-field is removed through the IDP, johndoe will no longer be a field user.
On the Groups page in RocketDocs, a user admin can set Access Privileges and Restrictions that will apply to any user in that group. These cannot be mapped through provisioning.
---
### **Provision On-Demand**
When you have all of this setup, you are able to Provision on-demand. This will allow you to choose someone or some group to provision immediately, and then validate in RocketDocs that your user(s) have been provisioned as expected.
### **Provisioning Start**
When you have completed every step in your setup, you can select the overview tab, and click Start Provisioning.
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