Tutorial: Configure InviteDesk for automatic user provisioning
This tutorial describes the steps you need to perform in both InviteDesk and Microsoft Entra ID to configure automatic user provisioning. When configured, Microsoft Entra ID automatically provisions and de-provisions users and groups to InviteDesk using the Microsoft Entra provisioning service. For important details on what this service does, how it works, and frequently asked questions, see Automate user provisioning and deprovisioning to SaaS applications with Microsoft Entra ID.
- Create users in InviteDesk
- Remove users in InviteDesk when they do not require access anymore
- Keep user attributes synchronized between Microsoft Entra ID and InviteDesk
- Provision groups and group memberships in InviteDesk.
- Single sign-on to InviteDesk (recommended).
The scenario outlined in this tutorial assumes that you already have the following prerequisites:
- A Microsoft Entra tenant
- A user account in Microsoft Entra ID with permission to configure provisioning (for example, Application Administrator, Cloud Application administrator, Application Owner, or Global Administrator).
- A InviteDesk tenant.
- A user account in InviteDesk with Admin permissions.
Step 1: Plan your provisioning deployment
- Learn about how the provisioning service works.
- Determine who will be in scope for provisioning.
- Determine what data to map between Microsoft Entra ID and InviteDesk.
Step 2: Configure InviteDesk to support provisioning with Microsoft Entra ID
Login to InviteDesk admin console. Navigate to Settings > Active Directory.
Enter the Azure Tenant-Id and then click on the toggle button to generate the corresponding access code.
On clicking the toggle button access code corresponding to the Azure Tenant-Id would be generated.This value will be entered in the Secret Token * field in the Provisioning tab of your LucidChart application.
Step 3: Add InviteDesk from the Microsoft Entra application gallery
Add InviteDesk from the Microsoft Entra application gallery to start managing provisioning to InviteDesk. If you have previously setup InviteDesk for SSO you can use the same application. However it is recommended that you create a separate app when testing out the integration initially. Learn more about adding an application from the gallery here.
Step 4: Define who will be in scope for provisioning
The Microsoft Entra provisioning service allows you to scope who will be provisioned based on assignment to the application and or based on attributes of the user / group. If you choose to scope who will be provisioned to your app based on assignment, you can use the following steps to assign users and groups to the application. If you choose to scope who will be provisioned based solely on attributes of the user or group, you can use a scoping filter as described here.
Start small. Test with a small set of users and groups before rolling out to everyone. When scope for provisioning is set to assigned users and groups, you can control this by assigning one or two users or groups to the app. When scope is set to all users and groups, you can specify an attribute based scoping filter.
If you need additional roles, you can update the application manifest to add new roles.
Step 5: Configure automatic user provisioning to InviteDesk
This section guides you through the steps to configure the Microsoft Entra provisioning service to create, update, and disable users and/or groups in InviteDesk based on user and/or group assignments in Microsoft Entra ID.
To configure automatic user provisioning for InviteDesk in Microsoft Entra ID:
Browse to Identity > Applications > Enterprise applications
In the applications list, select InviteDesk.
Select the Provisioning tab.
Set the Provisioning Mode to Automatic.
In the Admin Credentials section, input your InviteDesk Tenant URL and Secret Token. Click Test Connection to ensure Microsoft Entra ID can connect to InviteDesk. If the connection fails , ensure your InviteDesk account has Admin permissions and try again.
In the Notification Email field, enter the email address of a person or group who should receive the provisioning error notifications and select the Send an email notification when a failure occurs check box.
In the Mappings section, select Synchronize Microsoft Entra users to InviteDesk.
Review the user attributes that are synchronized from Microsoft Entra ID to InviteDesk in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the user accounts in InviteDesk for update operations. If you choose to change the matching target attribute, you will need to ensure that the InviteDesk API supports filtering users based on that attribute. Select the Save button to commit any changes.
Attribute Type Supported for filtering userName String ✓ active Boolean emails[type eq "work"].value String name.givenName String name.familyName String addresses[type eq "work"].streetAddress String addresses[type eq "work"].locality String addresses[type eq "work"].postalCode String addresses[type eq "work"].country String phoneNumbers[type eq "work"].value String phoneNumbers[type eq "mobile"].value String externalId String preferredLanguage String
In the Mappings section, select Synchronize Microsoft Entra groups to InviteDesk.
Review the group attributes that are synchronized from Microsoft Entra ID to InviteDesk in the Attribute-Mapping section. The attributes selected as Matching properties are used to match the groups in InviteDesk for update operations. Select the Save button to commit any changes.
Attribute Type Supported for filtering displayName String ✓ externalId String members Reference
To configure scoping filters, refer to the following instructions provided in the Scoping filter tutorial.
To enable the Microsoft Entra provisioning service for InviteDesk, change the Provisioning Status to On in the Settings section.
Define the users and/or groups that you would like to provision to InviteDesk by choosing the desired values in Scope in the Settings section.
When you are ready to provision, click Save.
This operation starts the initial synchronization cycle of all users and groups defined in Scope in the Settings section. The initial cycle takes longer to perform than subsequent cycles, which occur approximately every 40 minutes as long as the Microsoft Entra provisioning service is running.
Step 6: Monitor your deployment
Once you've configured provisioning, use the following resources to monitor your deployment:
- Use the provisioning logs to determine which users have been provisioned successfully or unsuccessfully
- Check the progress bar to see the status of the provisioning cycle and how close it is to completion
- If the provisioning configuration seems to be in an unhealthy state, the application will go into quarantine. Learn more about quarantine states here.
- Managing user account provisioning for Enterprise Apps
- What is application access and single sign-on with Microsoft Entra ID?