---
title: Automatic provisioning of business cards
description: Business cards can be created and updated automatically based on user information from an identity provider.
---

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# Automatic provisioning of business cards

## Business cards can be created and updated automatically based on user information from an identity provider.

### Prerequisites

- 👉 [Configuring SCIM User Provisioning With Azure Active Directory / Entra ID](https://portal.snapaddy.com/knowledge/scim-user-provisioning?hsLang=en) 
    - At this step, ensure that every user you want to provision business cards for is assigned a BusinessCard license.
- ⚠️  SCIM must be configured for your organization to access user provisioning options in BusinessCards management.

### Define provisioning rules for your templates

You can configure provisioning rules for each field in your business card templates individually:

1. Go to the *Content* section of the template you want to configure the settings for.   
   ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jan-27-2025-04-45-14-7498-PM.png?width=688&height=448&name=image-png-Jan-27-2025-04-45-14-7498-PM.png)
2. For each field, determine how it should be provisioned. Choose from the following three options:  
     1. **No provisioning**: The value of this field will never be filled or updated with values from the identity provider.
     2. **Provision initially and update on demand:** The value of this field will be provisioned from the identity provider when a new card is created or when an admin manually resynchronizes this card.
     3. **Always keep synchronized:** The value of this field will be updated every time the value in the identity provider changes.
   ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jan-27-2025-04-47-12-1044-PM.png?width=656&height=611&name=image-png-Jan-27-2025-04-47-12-1044-PM.png)  
   **Note:** You can only provision fields that have been mapped in your identity provider beforehand.
3. Additionally, you can specify whether the field should be editable by users and set a default value if none is provisioned by your identity provider. Note that manual changes may be overridden in the next provisioning cycle, depending on the provisioning settings.

**Example**  
Imagine you are provisioning business cards for your marketing team. You configure the following rules for the business card template:

- **First name / Last name**: *Always keep synchronized* – This ensures the name is always up to date with changes in the identity provider (e.g., name changes due to marriage).
- **Job Title**: *Provision initially and update on demand* – Allows for updates when the card is synced manually, but won’t change automatically if the identity provider data changes.
- **Phone Number**: *No provisioning* – Keeps this field editable by users, allowing them to add their personal or preferred contact number.
- **Website:** No provisioning – Set the website field to your company's URL and make it non-editable for users.

### Enable the provisioning for business cards

1. Navigate to the *[Provisioning section](https://app.snapaddy.com/business-cards/settings/provisioning)* of the *Card management.*
2. Define a mapping between user groups in your identity provider and business card templates:  
   ![](https://portal.snapaddy.com/hs-fs/hubfs/image-png-Jan-28-2025-11-54-13-7571-AM.png?width=688&height=240&name=image-png-Jan-28-2025-11-54-13-7571-AM.png)  
     - For each business card template, create **exactly one** dedicated group in your identity provider.
     - Assign the group’s ID (e.g. `objectId` in Microsoft Entra) to the corresponding template.
     - **No cards will be created for users that are not a member of any of the mapped groups.**
3. After completing the mapping, enable card provisioning. New cards will be automatically created using user data from your identity provider and kept updated.![Enable card provisioning](https://portal.snapaddy.com/hs-fs/hubfs/Untitled-png.png?width=688&height=225&name=Untitled-png.png)

**Caution**

Ensure that each provisioned user is assigned to only one group corresponding to the template they should receive! Additionally, verify that each business card template has a unique ID assigned to avoid any conflicts.

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