How to set up Microsoft Entra ID in BoldSign?
In BoldSign, you can integrate Microsoft Entra ID (formerly Azure Active Directory) with BoldSign to automatically invite users to your BoldSign account via email. This integration keeps your user list in sync with your organization’s directory and simplifies user management.
Requirements
Before setting up Microsoft Entra ID User Provisioning in BoldSign, ensure the following:
- You have an active paid BoldSign subscription (Business or higher).
- You are an account administrator in BoldSign.
Enable Microsoft Entra ID User Provisioning
Follow these steps to enable and configure the integration:
- From the Dashboard, go to the
Settingsmenu and selectIdentity Management. - Navigate to the User Provisioning tab within the Identity Management settings.
- You will see the
Tenant URLand aGenerate Tokenoptions.
A SCIM secret token is generated during this process. It is long-lived and does not expire. You can maintain up to two active tokens for key rotation and to avoid downtime.
- Click
Generate Tokento initiate the token creation process.
- If your current plan does not support the Microsoft Entra ID User Provisioning feature, an upgrade prompt will appear. Click
Upgradeto switch to a compatible plan. - If your plan supports it, the token will be generated and displayed.
The token is shown only once at the time of generation. Be sure to copy and store it securely. Afterward, it will appear as a hashed value.
BoldSign Support cannot retrieve or recover this token. If you don’t save it, you’ll need to generate a new one.
-
Make sure to securely back up the generated Secret Token, as it will be required for configuring synchronization between Microsoft Entra ID and BoldSign.
-
If needed, you can delete the token later by clicking the
Deleteoption next to it.
- Deleting a token disables the associated SCIM endpoint.
- Synchronization will stop working until a new token is generated and configured.
For detailed instructions on the synchronization process, refer to the Microsoft Entra ID synchronization documentation.
