Estimated reading time: 4 minutes

Azure Active Directory (Azure AD) is a Microsoft cloud service that manages platform access. As it offers single and multi-factor authentication, it protects your company's employees from cyber-attacks while working on a system.

You can integrate this tool to Pipefy to easily manage company members and permissions levels.

Add, edit, and delete users at once, instead of doing it manually one by one.

This integration increases your IT governance since there is no need to ask for admin users on Pipefy to manage members directly in our tool.

To integrate Pipefy to Azure AD, you need to:

  • Have a premium account on Azure Active Directory with a P2 license

  • Be a Super Administrator of the organization on Pipefy

Here is how to create the connection and test it:

Connecting Pipefy to Azure AD step by step

1. Access the Azure Active Directory (AAD) portal.

2. At the AAD admin center, select the section Enterprise Applications in the favorite sections at the left pane.

3. Once in the Enterprise applications page, click on the New application button.

4. When in the Browse Azure AD Gallery page, select the Create your own application button. It will open a new modal on the right side of the page.

5. On this modal, fill the new app name field with the value "Pipefy" and make sure the option "Integrate any other application you don’t find in the gallery (Non-gallery)" is selected. You will be redirected to the new overview page.

6. In the created application overview page, select the Provisioning section on the left pane.

7. If it’s your first time configuring a new application, you might be redirected to a page with a Get started button instead of the provisioning settings page. Click on it and you will be redirected.

8. Once on the Provisioning page:

9. After filling both Tenant URL and Secret Token fields, press the Test Connection button.

If everything succeeds, you will see the following message informing that the credentials were authorized:

If not, contact our support team.

10. Finally, press the Save button.

11. On Settings:

If you want to add all your users to Pipefy, change the Scope to “Sync all users and groups.”

Attention: this will add all the users you have on your Active Directory to Pipefy, even the ones that you did not add to Pipefy application specifically. If you need to add only a part of your company users to Pipefy, choose the option below.

If you want to add only a part of your users to Pipefy, choose “Sync only assigned users and groups”.

When you complete the integration, check out how to create and delete users and how to create groups to manage members according to their permission level.

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