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
  • 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. 
   
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.
   
   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 of the Card management.
2. Define a mapping between user groups in your identity provider and business card templates:
   
   
   • 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.