Integrate with Templafy

Use JumpCloud SAML Single Sign On (SSO) to give your users convenient but secure access to all their web applications with a single set of credentials. Automatically provision, update and deprovision users and groups in Templafy from JumpCloud using the Identity Management (SCIM) integration. Leverage this integration to centralize user lifecycle, user identity, and group management in JumpCloud for Templafy. Save time and avoid mistakes, as well as potential security risks, related to manually creating users.

Read this article to learn how to setup the Templafy integration.

Prerequisites

  • A JumpCloud administrator account.
  • JumpCloud SSO Package or higher or SSO add-on feature.
  • A Templafy user account with administrator permissions.
  • Your Templafy tenant.

Important Considerations

  • SAML SSO is recommended, but not required.
  • Templafy SCIM API is based on version 2.0 of the SCIM standard.
  • If you need to update the SCIM token, you must deactivate the IdM integration, update the token, and then reactivate the IdM integration.
  • The following provisioning features are supported for users:
    • Create users.
    • Update user attributes.
    • Deactivate users.
  • Groups are supported. 

Attribute Considerations

  • A default set of attributes are managed for users. See the Attribute Mappings section for more details.

Creating a new JumpCloud Application Integration

  1. Log in to the JumpCloud Admin Portal.
  2. Navigate to USER AUTHENTICATION SSO Applications.
  3. Click + Add New Application.
  4. Type the name of the application in the Search field and select it.
  5. Click Next.
  6. In the Display Label, type your name for the application. Optionally, you can enter a Description, adjust the User Portal Image and choose to hide or Show in User Portal.

Note:

If this is a Bookmark Application, enter your sign-in URL in the Bookmark URL field.

  1. Click Save Application.
  2. If successful, click:
    • Configure Application and go to the next section.
    • Close to configure your new application at a later time.

Configuring the SSO Integration

To configure JumpCloud

Important:

If you are a new customer onboarding on HIVE or an existing customer upgrading to HIVE, please note that Templafy has introduced regional data clusters for hosting the Templafy solution. These will be reflected in the SAML endpoints based on the geographical location. To use the ACS URL in JumpCloud based on your region, go to the Sign On tab of the application, check Upgrade to Templafy HIVE, and enter the respective Assertion Consumer Service value:

https://app.templafy.com/AuthServices/Acs

  1. Create a new application or select it from the Configured Applications list.
  2. Select the SSO tab.
  3. Add or change any attributes.
  4. Click save.

Copy the metadata URL

  1. Find your application in the Configured Applications list and click anywhere in the row to reopen its configuration window.
  2. Select the SSO tab and click Copy Metadata URL.
  3. The URL will be copied to your clipboard.

To configure Templafy

  1. Contact the Templafy Support team and request that they enable SAML 2.0 for your organization.
  2. Provide the Metadata URL downloaded in the previous section.

Configuring the Identity Management Integration

To configure Templafy

  1. Go to <yourtenant>.templafy.com in a browser and click Administration
  2. Navigate to Authentication Method section in the admin interface 
  3. Scroll further down where you will see a field called The SCIM API Key.
  4. Generate a key, copy it, and store it in a secure place, like a Passwor Manager.

To configure JumpCloud

  1. Create a new application or select it from the Configured Applications list.
  2. Select the Identity Management tab.
  3. Select the Enable management of User Groups and Group Membership in this application checkbox if you want to provision, manage, and sync groups in Templafy from JumpCloud.
  4. Click Configure.
  5. In the Token Key field, paste the token generated in the previous section.
  6. Click Activate
  7. You will receive a confirmation that the Identity Management integration has been successfully verified.
  8. Click save.
  9. You can now connect user groups to the application in JumpCloud to provision the members of that group in Templafy. Learn how to Authorize Users to an Application.

Attribute Mappings

The following table lists attributes that JumpCloud sends to the application. See Attribute Considerations for more information regarding attribute mapping considerations. 

Learn about JumpCloud Properties and how they work with system users in our API

Templafy User Attributes

JumpCloud Property JumpCloud UI Field Name SCIM v2 Mapping Templafy Value
username Username userName userName
active Status active active
firstname First Name name.givenName First Name
lastname Last Name name.familyName Last Name
preferredLanguage preferredLanguage preferredLanguage preferredLanguage
department Department department department
displayname Display Name displayname displayname
jobTitle Job Title jobTitle title
preferredLanguage preferredLanguage preferredLanguage preferredLanguage
phoneNumbers.value     Work Phone phoneNumbers.value     phoneNumbers.value    
addresses.locality     Work City addresses.locality     addresses.locality    
addresses.region     Work State addresses.region     addresses.region    
addresses.country     Work Country addresses.country     addresses.country    
addresses.postalCode   Work Postal Code addresses.postalCode   addresses.postalCode  
addresses.streetAddress     Work Street Address addresses.streetAddress     addresses.streetAddress    
company Company organization organization
employeeIdentifier Employee ID externalId externalId

Group Attributes

JumpCloud Property JumpCloud UI Field Name SCIM v2 Mapping Application Value
name Name displayName Name

Group Management Considerations

Enabling Group Management

You must select the Enable management of User Groups and Group Membership in this application option to manage groups and group membership in the application from JumpCloud.

Group Provisioning and Syncing 
  • Empty groups are not created.
  • JumpCloud takes over management of existing groups in the application when the user group name in JumpCloud matches the name of the group in the application.
  • All user groups associated with the application in JumpCloud are synced. Syncing occurs whenever there is a membership or group change event.
  • Group renaming is supported.
  • If a user group is disassociated from the application in JumpCloud, syncing immediately stops and the group is left as-is in the application. All members of that user group are deactivated in the application unless they are associated with another active application group that is managed from JumpCloud.
Group Deletion
  • Managed groups deleted in JumpCloud are deleted in the application.
  • All members of the deleted group are deactivated in the application, unless they are associated with another active application group that is managed from JumpCloud.
Disabling Group Management
  • You can disable group and group membership management by unchecking the Enable management of User Groups and Group Membership in this application option.
  • The managed groups and group membership are left as-is in the application.
  • JumpCloud stops sending group membership information for the user, but the user’s identity will continue to be managed from JumpCloud.

Importing Users

This functionality is helpful if users have already been created in the application but have not been created in JumpCloud.

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application and click to open its configuration panel. 
  4. Select the Identity Management tab.
  5. Click manual import.
  6. Select the users you want to create in JumpCloud from the application from the list of users that appear. Users in the list have two import statuses:
    • New – user has not been imported.
    • Imported – user has been imported and has an account in JumpCloud.

Tip: Try using the New Users-only filter when selecting users to import. This will move all of your new users to the top of the list, making them easier to identify and select.

  1. Click import.
    • If you are importing less than 100 users, your import results will display in real time and you can continue onboarding your users. 
    • If you have more than 100 users being imported, JumpCloud will send you an email when your import is complete.
  1. You can now connect and grant users access to all their JumpCloud resources. Learn more in the Authorize Users to an Application and Connecting Users to Resources articles.

Warning: Imported users must be members of a user group bound to an application for JumpCloud to manage their identity in, and access to, the application.

SCIM Directory Insights Events

The following Directory Insights (DI) events provide visibility into failures and detailed information about the user and group data being added or updated from HR or other external solutions to JumpCloud.

Note:

Customers with no package or the SSO Package will need to add the Directory Insights à la carte option. Directory Insights is included in all other packages.

SCIM DI Integration Events

Event Name Event Description
idm_integration_activate Logged when an IT admin attempts to activated new SCIM Identity Management integration.
idm_integration_update Logged when an IT admin attempts to update a configured and activated SCIM Identity Management integration.
idm_integration_reauth Logged when an IT admin attempts to change the credentials for an activated SCIM Identity Management integration.
idm_integration_delete Logged when an IT admin attempts to deactivate an activated SCIM Identity Management integration.

SCIM DI User Events

Event Name Event Description
user_create_provision Logged when JumpCloud tries to create a new user in service provider application.
user_update_provision Logged when JumpCloud tries to update an existing user in service provider application.
user_deprovision Logged when JumpCloud tries to change an existing user to inactive in the service provider application.
user_delete_provision Logged when JumpCloud tries to delete an existing user in service provider application.
user_lookup_provision Logged when JumpCloud encounters an issue when trying to lookup a user to determine if the user needs to be created or updated.

SCIM DI Group Events

Event Name Event Description
group_create_provision Logged when JumpCloud tries to create a new group in service provider application.
group_update_provision Logged when JumpCloud tries to update an existing group in service provider application.
group_delete_provision Logged when JumpCloud tries to delete an existing group in service provider application.

Removing the Integration

Important:

These are steps for removing the integration in JumpCloud. Consult your SP's documentation for any additional steps needed to remove the integration in the SP. Failure to remove the integration successfully for both the SP and JumpCloud may result in users losing access to the application.

To deactivate the IdM Integration

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to deactivate and click to open its details panel. 
  4. Under the company name and logo on the left hand panel, click the Deactivate IdM connection link.
  5. Click confirm
  6. If successful, you will receive a confirmation message.

To deactivate the SSO Integration

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to deactivate and click to open its details panel. 
  4. Select the SSO tab.
  5. Scroll to the bottom of the configuration.
  6. Click Deactivate SSO or Deactivate Bookmark
  7. Click save
  8. If successful, you will receive a confirmation message.

To delete the application

  1. Log in to the JumpCloud Admin Portal.
  2. Go to USER AUTHENTICATION > SSO Applications.
  3. Search for the application that you’d like to delete.
  4. Check the box next to the application to select it.
  5. Click Delete.
  6. Enter the number of the applications you are deleting
  7. Click Delete Application.
  8. If successful, you will see an application deletion confirmation notification.

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