CB Insights does not currently offer SCIM-based user provisioning. Stepwork automates CB Insights provisioning with 98% accuracy — no API required.
SSO is positioned as enterprise-grade; no SCIM provisioning surfaced. Complexity Vector: Access governance is mostly UI-driven (roles, teams, subscriptions), so Stepwork automates joiner/mover/leaver changes and captures evidence without engineering work.
It’s frustrating when a finance-critical research tool supports SSO but still leaves provisioning and access evidence as manual work. Without SCIM, CB Insights forces admins to manage lifecycle changes and audit proof in the UI…which is why teams use Stepwork to automate CB Insights flows with 98% accuracy without needing an API.
CB Insights supports SAML sign-on. Stepwork authenticates through your existing identity provider — the same way your employees do.
No. CB Insights does not currently offer SCIM-based user provisioning, leaving IT teams to manage user lifecycle changes manually.
Stepwork automates CB Insights provisioning through interface automation — the same way a human would, but with 98% accuracy and no API required. Record the flow once, and Stepwork runs it on demand or on a schedule.
Yes. Stepwork authenticates to CB Insights through your existing identity provider (Okta, Microsoft Entra ID, 1Password, etc.) and completes MFA natively — including OTP, passkeys, and push notifications. No separate credentials or service accounts are needed.
The primary risk is no native scim lifecycle automation.. Additional risks include sso is enterprise-featured, manual access cleanup, audit evidence requires ui screenshots/exports.. Stepwork eliminates these risks by automating the entire provisioning workflow.
No. Stepwork completes MFA exactly like a human user — supporting OTP, passkeys, push notifications, and other methods. It signs in through your existing identity provider via SAML, mirroring your organization's security posture.
See how Stepwork provisions users in CB Insights with 98% accuracy — in a 15-minute demo.
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