This guide walks through the end-to-end process of creating a new user in Microsoft Entra ID, creating a group, adding the user to the group, assigning the group to the Birdeye Enterprise Application, and then provisioning the user to Birdeye — either via the automatic provisioning job or using Provision on Demand for immediate sync.
PREREQUISITE: You must have already configured SCIM provisioning for Birdeye in Microsoft Entra ID. If you have not done so, please refer to the main Birdeye + Entra ID Integration setup guide before proceeding.
Create a New User in Microsoft Entra ID
Follow these steps to create a new user account in your Entra ID directory.
1. Sign in to the Microsoft Entra admin center at portal.azure.com as at least a User Administrator.
2. In the left navigation, go to Identity > Users > All Users.
3. Click New user and select Create new user.
4. Fill in the required user details:
Field | Details |
User principal name | Enter the user's email address (e.g., jane.doe@yourdomain.com). This is used for Birdeye login. |
Display name | Full name of the user (e.g., Jane Doe). |
Firstname |
|
Lastname |
|
5. Optionally, set the user's Role attribute at this stage if you intend to use a core Entra ID field (such as Job Title or Department) to control their Birdeye role. Refer to the steps of the main setup guide for details.
6. Click Review + create, review the details, then click Create.
NOTE: The new user's principal name (email) must match a valid email address, as Birdeye uses this value as the Unique User Identifier during SSO login.
Create a New Group in Microsoft Entra ID
Groups in Entra ID map directly to Location Groups in Birdeye. Before creating a group in Entra ID, make sure the corresponding group already exists in Birdeye with the exact same name.
IMPORTANT: The group name in Entra ID must exactly match the Location Group name in Birdeye (case-sensitive). You can verify your Birdeye location groups by navigating to Settings > Account > Groups inside your Birdeye dashboard.
Follow the steps below:
In the Entra admin centre, go to Identity > Groups > All Groups.
Click New group.
Fill in the group details:
Field | Details |
Group name
| Enter the exact name of the Birdeye Location Group you want to map (e.g., New York Locations). |
4. Click Create to save the group.
Add the User to the Group
Now assign the newly created user to the group so they inherit the corresponding Birdeye location access.
Follow the steps below:
In the Entra admin center, go to Identity > Groups > All Groups.
Search for and click on the group you just created.
In the group's left menu, select Members.
Click Add members.
Search for the user you created in Step 1 and select them.
Click Select to confirm. The user is now a member of the group.
Assign the Group to the Birdeye Enterprise Application
The group must be assigned to the Birdeye Enterprise Application in Entra ID so that it is included in the provisioning scope.
Follow the steps below:
1. In the Entra admin center, go to Identity > Applications > Enterprise applications.
2. Search for and open the Birdeye application.
3. In the left menu, select Users and groups.
4. Click Add user/group.
5. Under Users and groups, click None Selected and search for the group you created.
6. Select the group and click Select.
7. Click Assign to finalize. The group (and its member users) is now in scope for provisioning.
NOTE: Assigning a group to the application also makes it eligible for SCIM provisioning.
Provision the User to Birdeye
You have two options to provision the user to Birdeye: Provision on Demand (immediate, for a single user) or wait for the automatic provisioning cycle (runs approximately every 40 minutes).
Option A — Provision on Demand (Recommended for immediate sync)
Use this option when you need to provision a specific user right away without waiting for the next scheduled cycle.
Follow the steps below:
In the Birdeye Enterprise Application, go to Provisioning in the left menu.
Click Provision on demand.
In the search field, type the user's name or email and select them.
Click Provision. Entra ID will immediately attempt to provision the user to Birdeye.
Review the results — a success message confirms the user has been created in Birdeye.
Option B — Automatic Provisioning Job
If you do not use Provision on Demand, the user will be automatically provisioned to Birdeye during the next scheduled provisioning cycle, which runs approximately every 40 minutes.
Follow the steps below:
No action is required. Once the group is assigned to the application, the user will be picked up on the next cycle.
You can monitor provisioning status by going to the Birdeye Enterprise Application > Provisioning > Provisioning logs.
NOTE: After provisioning, the user will appear in Birdeye with the role and location group access determined by their Entra ID attributes and group membership. If no role attribute is passed, the user's default role in Birdeye will be guest.
Update a Provisioned User
To update a user who has already been provisioned to Birdeye, simply make the required changes directly in Microsoft Entra ID — for example, updating their display name, role attribute, or group memberships — following the same steps outlined above.
Once the changes are saved in Entra ID, sync them to Birdeye using one of the following methods:
Provision on Demand - If you updated user-level fields (such as name, role, or other profile attributes), run Provision on Demand for that user. If you modified group membership, run Provision on Demand for the affected group. This syncs the change to Birdeye immediately.
Automatic provisioning job - If you do not use Provision on Demand, the changes will be picked up automatically during the next scheduled provisioning cycle, which runs approximately every 40 minutes.
Quick Reference Summary
S.No. | Step | Where to do it |
1 | Create a new user
| Entra admin center > Identity > Users > All Users > New user |
2 | Create a new group | Entra admin center > Identity > Groups > All Groups > New group |
3 | Add user to group | Group > Members > Add members |
4 | Assign group to app
| Birdeye App > Users and groups > Add user/group |
5 | Provision to Birdeye
| Birdeye App > Provisioning > Provision on demand OR wait for auto cycle |