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Interface automation that can automate any flow a human can do. No APIs needed.

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  1. Home /
  2. Provisioning /
  3. Finance /
  4. Shareworks

Automate Shareworks User Provisioning
Without SCIM

Shareworks does not currently offer SCIM-based user provisioning. Stepwork automates Shareworks provisioning with 98% accuracy — no API required.

Shareworks

morganstanley.com/atwork/shareworks ↗
No SCIM Support
Category: FinanceSign-On: SAML, PasswordSCIM: Not supported

Why This Is Painful

Primary: No SCIM lifecycle.
  • Manual admin onboarding/offboarding.
  • Privileged roles need careful review.
  • Evidence collection is portal-based.

Technical Constraint

SAML SSO; SCIM not documented. Complexity Vector: Finance-grade access and admin actions live in the UI, so standard provisioning can’t reliably enforce JML controls or produce repeatable evidence without UI workflows.

How Stepwork Solves This

Automate the collection of access evidence from Shareworks for SOC2 audits so you can prove who had access and what changed without manual screenshots. Stepwork captures the necessary screenshots and logs to satisfy auditors without manual intervention…which is why teams use Stepwork to automate Shareworks flows with 98% accuracy without needing an API.

How Stepwork Authenticates to Shareworks

Shareworks supports SAML sign-on. Stepwork authenticates through your existing identity provider — the same way your employees do.

OktaMicrosoft Entra ID1PasswordGoogle Workspace
  • ✓Full MFA support — OTP, passkeys, push notifications
  • ✓Signs in via your SSO / identity provider
  • ✓No service accounts or separate credentials
  • ✓Every action logged and auditable for SOC2 / GDPR

Works Alongside Your Stack

Identity
OktaOneLoginSAML IdPs.
Compliance
Okta SAML (SSO controls)OneLogin SSO.
Data
Shareworks participant/admin portals (Morgan Stanley at Work)Snowflake

Frequently Asked Questions About Shareworks Provisioning

Does Shareworks support SCIM?

No. Shareworks does not currently offer SCIM-based user provisioning, leaving IT teams to manage user lifecycle changes manually.

How do you automate user provisioning in Shareworks?

Stepwork automates Shareworks 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.

Is Stepwork secure for Shareworks?

Yes. Stepwork authenticates to Shareworks 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.

What are the risks of manual Shareworks provisioning?

The primary risk is no scim lifecycle.. Additional risks include manual admin onboarding/offboarding., privileged roles need careful review., evidence collection is portal-based.. Stepwork eliminates these risks by automating the entire provisioning workflow.

Does Stepwork bypass Shareworks MFA?

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.

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Automate Shareworks Provisioning

See how Stepwork provisions users in Shareworks with 98% accuracy — in a 15-minute demo.

Book a Demo