Personify + Scorecard Single Sign-on

Below are Identity Provider (IdP)–specific details and field mappings for Personify. For general information about the Scorecard Single Sign-on (SSO) integration, please refer to this article.

Required Credentials 

We need the following for all integrations (repeat or new):

  • PersonifySSOUrl 
  • ServiceEndpointUrl 
  • OdataServiceUrl
  • RoleServiceUrl 

If new, we also need:

  • VendorUsername
  • VendorPassword
  • VendorID 
  • VendorBlock 
  • OdataUser 
  • OdataPassword 

Field Mapping

The following fields are mapped from Personify to Scorecard. Fields are updated upon login.

The client should update their Scorecard Settings >>> Users >>> Account Options to ‘Show user profile editor link on landing page’ = ‘No’. The end-user should not edit their profile fields directly in Scorecard, because this data will come from Personify. If the end-user does so, it will be overwritten when the user logs in next. 

Personify Field

Scorecard Field

Notes

FirstName

SubmitterFirstName

Required

LastName

SubmitterLastName

Required

NameCredentials

SubmitterCredentials


CompanyName

SubmitterOrganization


CompanyName

SubmitterAddress1


Address1

SubmitterAddress2


Address2

SubmitterAddress3


City

SubmitterCity


State

SubmitterState


AddressCountryCode

SubmitterCountry


PostalCode

SubmitterZip


PrimaryPhone

SubmitterTelephoneOffice


WorkEmail

SubmitterEmail

Required

MasterCustomerID

SubmitterMemberID

Required

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