Planhat

Step-by-step guide on how to set up SCIM on the Entra ID side

How to set up the SCIM integration in Microsoft Entra ID

Automatically provision and manage Users and Roles in Planhat directly from your Identity Provider (IdP) via SCIM

Setting up SCIM Provisioning into Planhat

Step by step guide on how to set up SCIM on the Okta side

How to set up the SCIM integration in Okta

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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