The instructions below are for enterprise organizations who want to push users and user groups to Coda using SCIM and currently use Azure Active Directory to provision users. All user provisioning changes in Coda are only accessible to users designated as organization admins.
Please note that a custom app (NOT the Coda gallery app) must be used to successfully push groups to Coda. Microsoft 365 group members cannot be synced as part of this process. Not all Azure Active Directory plans support pushing groups - please check with Microsoft to confirm if your plan supports this feature.
Before kicking off this process, ensure that SAML SSO is accurately configured for your organization - instructions here.
Transitioning from Coda gallery app to custom app
The Gallery app for Coda does not support the latest updates to share with groups at this time, so you will have to transition from using the gallery app to a custom app if you'd like to grant your organization the ability to share docs & folders to groups.
Use the screenshot below as guidance on how to move off of the Coda Gallery app. If you're setting it up from scratch, move on to Setting up SCIM in Microsoft Azure AD.
To move from the Coda gallery app to a custom app in Azure, first disable provisioning from the provisioning tab in your existing gallery app:
Then follow the instructions above for setting up SCIM with a new custom app.
Setting up SCIM in Microsoft Azure AD
Create app
First, create a new application in Azure under Enterprise applications.
Then press Create your own application to create a custom app to connect to Coda. Do not use the Gallery app for Coda as it does not support the latest updates to share with groups at this time.
Add users & groups
Navigate to the custom application in Azure Active Directory that connects to Coda. Click Add user/group to add groups to be pushed to Coda:
If you already have SCIM set up, to immediately sync the groups, navigate to the provisioning tab and click Provision on demand to sync the groups that were added.
Enable provisioning
Click "Get started" under the Provisioning tab of the app to enable provisioning.
Retrieve and add SCIM token from Coda
Navigate to organization settings and open the provisioning tab - see details here on how to navigate to organization settings in Coda.
If you're setting this up for the first time, use the Generate New Token button.
Then copy the SCIM endpoint and token into the new Azure under the Provisioning tab.
Start provisioning
If you need to sync a few specific users or groups to push the latest updates for them into Coda, use the provision on demand flow:
Confirm users & groups are synced
Finally, ensure that users and groups are synced correctly from the Provisioning tab in organization settings for the Groups tab for groups.