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Configure enterprise identity management

  • Latest Dynatrace
  • Tutorial
  • 4-min read
  • Published Jul 31, 2026

Dynatrace enterprise identity management integrates with your identity provider (IdP) to streamline authentication, provisioning, and user lifecycle management. Dynatrace supports three identity management approaches:

  • SAML: delegated authentication and single sign-on (SSO) through your IdP.
  • SCIM: automated provisioning and deprovisioning of users and groups from your IdP.
  • Dynatrace API integration: custom user and group provisioning workflows.

Who is this for?

This tutorial is for Dynatrace account administrators who need to manage enterprise identity using SAML, SCIM, and API integration.

What will you learn?

In this article, you'll learn how to:

  • Decide your enterprise identity management approach.
  • Configure SAML for your identity management.
  • Configure SAML and SCIM together for your identity management.
  • Configure SAML and API integration for your identity management.
  • Configure SCIM-only approach for your identity management.

Before you begin

Prior knowledge
  • Identity and access management
  • User management
  • Group management
  • Account management
Prerequisites
  • A Dynatrace account with administrative privileges.
  • Administrative access to your identity provider (IdP).
  • Access to your DNS settings for domain ownership verification.
Key terms
SSO (Single sign-on)

Users authenticate through one trusted identity provider and access Dynatrace without separate credentials.

IdP (Identity provider)

Your organization's authentication system that manages user identities and credentials. Dynatrace integrates with your IdP to authenticate users and provision access.

SAML (Security Assertion Markup Language)

Security Assertion Markup Language. Protocol for delegating authentication to your IdP. Dynatrace uses SAML federation so users sign in with corporate credentials without separate Dynatrace passwords.

SCIM (System for Cross-domain Identity Management)

System for Cross-domain Identity Management. Standard protocol for automated synchronization of users and groups from your IdP to Dynatrace.

Just-in-time (JIT) provisioning

Automatically creates a user account in Dynatrace on first login through SAML.

Decide your enterprise IAM approach

Connecting your identity provider (IdP) to Dynatrace provides a single identity source across your organization. Dynatrace supports three components:

  • SAML for authentication and SSO
  • SCIM for automated user and group provisioning
  • Dynatrace APIs for custom provisioning workflows

You can use these components individually or together. Use this section to identify the best option for your organization before configuring your integration.

Why use identity federation?

Enterprise identity federation helps you:

  • Use single sign-on: SAML lets users authenticate with corporate credentials instead of Dynatrace credentials.
  • Centralize identity governance: SAML manages authentication. SCIM automates provisioning and deprovisioning. Dynatrace APIs support custom workflows.
  • Automate user lifecycle management: SCIM manages and syncs provisioning, deprovisioning, and group membership. Dynatrace APIs enable custom logic and approvals.
  • Strengthen security and compliance: SAML enforces consistent authentication. SCIM keeps groups aligned. Dynatrace APIs support centralized permission and group management.

How to select an identity federation?

Use the following table to select the best approach for your organization.

ApproachWhen to useWhy

Use SAML only

  • You already have SSO in your IdP
  • You don’t need automated provisioning
  • You want fast deployment with minimal configuration for small or medium user bases
  • SAML delegates authentication to your IdP. No separate Dynatrace credentials needed.
  • Users are created on first login (just-in-time provisioning)
  • No manual provisioning or user management needed in Dynatrace
  • No SCIM or provisioning API required

Use SAML and SCIM together

  • Your IdP supports SCIM provisioning (for example, Azure AD or Okta)
  • You need automated onboarding, group and role changes, and offboarding
  • You need IdP-driven group synchronization

This is the recommended enterprise approach for most organizations.

  • SAML handles authentication. SCIM syncs users and groups from your IdP in one direction.
  • Group membership remains consistent across IdP and Dynatrace
  • Users are removed immediately when deprovisioned in the IdP

Use SAML and API together

  • You need custom validations, approvals, or conditional provisioning
  • You need fine-grained control over group permissions that SCIM doesn't cover
  • Your IdP doesn't support the SCIM flow you need
  • SAML handles authentication, and Dynatrace APIs handle provisioning
  • APIs support custom group creation and permission logic

SCIM only

  • You need provisioning automation before SAML federation is in place
  • Authentication is managed outside SAML (for example, legacy SSO)
  • You’re running a phased migration with partial identity integration
  • You keep a legacy SSO or alternate sign-in model but still need automated lifecycle management
  • Supports a provisioning-first approach during phased migration
  • SCIM syncs users and groups from your IdP to Dynatrace (one-way, verified domains only)
  • Group permissions still assigned manually in Dynatrace

Steps to configure your enterprise identity management

Choose the approach that fits your organization's needs and existing infrastructure.

Option 1: Configure SAML-only identity management

Use SAML‑only when you need delegated authentication and SSO without automated provisioning. Dynatrace authenticates through your IdP and creates users at first sign‑in through just-in-time provisioning.

Steps to configure SAML-only identity management:

  1. Create a fallback user account: Create a non-federated account for administrative access if configuration issues occur.
  2. Verify your domain ownership: Prove ownership through DNS to activate SAML configuration.
  3. Configure SAML: Register your IdP metadata with Dynatrace.
  4. Test your configuration: Validate the setup with a trial sign-in.

For detailed configuration instructions, see SAML federated IdP configuration.

Setup considerations
  • Group membership must be assigned manually; SAML doesn't sync groups automatically.
  • User deprovisioning is manual. Deactivate users in Dynatrace separately.
  • SAML maps users to Dynatrace groups at login based on the IdP configuration. Assignments can change each session.

Learn more

  • To understand SAML federation types (account, environment, or global), see Federation types.
  • To explore federation use cases and implementation patterns, see Federation use cases.
  • To learn more about assigning permissions after users are created, see SAML authorization.

Option 2: Configure SAML and SCIM integration

Use SAML and SCIM together when you need delegated authentication and automated lifecycle management. SAML manages sign‑in, and SCIM syncs users and groups so provisioning, updates, and deprovisioning happen automatically.

Recommended This is the recommended enterprise approach for most organizations.

Steps to integrate SAML and SCIM:

  1. Configure and validate SAML: Configure SAML for your domain.
  2. Verify domain ownership: Prove ownership through DNS. SAML-verified domains automatically work with SCIM.
  3. Enable SCIM provisioning: Get your Dynatrace SCIM endpoint and create a secret token.
  4. Configure SCIM on your IdP: Configure SCIM SSO from your identity provider. Instructions are available for Azure AD and Okta.
Setup considerations
  • SCIM synchronization is one-way from IdP to Dynatrace.
  • SCIM creates groups in Dynatrace and syncs them periodically.
  • SCIM provisions users and groups from your IdP, while SAML maps users to groups during sign-in.
  • Group membership is controlled in your IdP, but you still assign Dynatrace permissions to groups in Dynatrace.
  • SCIM requires IdP support for SCIM 2.0, and provisioning works only for verified domains in Dynatrace.

Learn more

  • To understand how SAML group assignment works at login, see SAML authorization.
  • To see IdP-specific setup steps for Azure and Okta, see SCIM configuration examples.
  • To manage permissions after groups are created, see Assign permissions to groups.

Option 3: Configure SAML and API integration

Use SAML and API integration when you need custom provisioning logic beyond standard SCIM capabilities. Use this approach when your IdP doesn't support SCIM, when you already have identity orchestration pipelines, or when you need conditional provisioning and approval workflows.

Steps to integrate SAML with custom API-based provisioning:

  1. Configure SAML for authentication: Configure SAML to handle user sign-in through your identity provider (IdP) and assign users to Dynatrace user groups at login.
  2. Configure your identity source: Identify and configure your source of truth for identity lifecycle events. This could be your IdP event stream, an identity orchestration platform, or a custom user management system.
  3. Prepare API authentication: Create an OAuth 2.0 client in Dynatrace and obtain a bearer token with the required account management API scopes.
  4. Build an automation pipeline: Create automation that listens for identity lifecycle events and calls the Dynatrace account management API to manage users and user groups in your Dynatrace account.
  5. Test and validate the workflow: Add error handling, retries, logging, and audit trails. Then validate user onboarding, group membership changes, and user deprovisioning scenarios end to end.
Setup considerations
  • Provisioning updates apply only when your automation pipeline runs. Dynatrace doesn't sync in the background and changes in your IdP aren't reflected in real time.
  • You own pipeline monitoring, error handling, and reliability. This creates more operational overhead than SCIM.
  • Use the Account Management API to manage Dynatrace user groups programmatically.

Learn more

  • To learn how to manage accounts and permissions, see Dynatrace account management API.
  • For user provisioning APIs, see account-api-users.
  • For group provisioning APIs, see account-api-groups.

Option 4: Configure SCIM-only provisioning

Use SCIM-only when you need automated provisioning without SAML authentication. Use this during phased migrations or when a legacy system still manages authentication. SCIM synchronizes users and groups from your IdP to Dynatrace, while sign-in is managed separately.

Steps to configure SCIM provisioning without SAML:

  1. Verify domain ownership: Verify your ownership of the domain in Dynatrace by using DNS.
  2. Enable SCIM provisioning: Generate the Dynatrace SCIM token and endpoint so your IdP can connect securely and provision users and groups automatically.
  3. Configure SCIM in your IdP: Configure SCIM provisioning from your identity provider. Instructions are available for Azure AD and Okta.
  4. Configure sign-in separately: Configure your sign-in method outside SAML configuration, such as username and password, legacy SSO, or another federation method.
  5. Assign permissions to groups: Assign account permissions to SCIM-managed groups in Dynatrace.

For detailed instructions, see SCIM configuration.

Setup considerations
  • SAML isn’t used for sign‑in; authentication is performed by another system.
  • You still need to assign group permissions manually in Dynatrace.
  • This approach works best for:
    • Phased migrations where SAML federation is planned but not yet implemented.
    • Organizations with legacy authentication systems that can't change immediately.
    • Temporary setups before full SAML and SCIM integration is in place.

Learn more

  • For SCIM setup details, see SCIM setup and configuration.
  • To migrate from SCIM-only to full SAML and SCIM, see SAML federated IdP configuration.

Congratulations!

You now know when to use and how to implement SAML-only, SAML with SCIM, SAML with APIs, or SCIM-only approaches. Choose the model that matches your current identity architecture and rollout plan, then follow the linked setup guides for implementation details.

Related topics

  • SAML
  • SCIM
  • Account Management API
  • User management
  • Group management
Related tags
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