Configure SCIM provisioning from Okta to Engagedly

Table of contents

1. Introduction
2. Configuration
   2.1. Generate credentials
   2.2. User provisioning
   2.3. Add users
   2.4. Assign users

1. Introduction

Okta is a cloud-based identity and access management (IAM) platform that simplifies secure access to applications. Integrating Okta with Engagedly automates user management through the SCIM (System for Cross-domain Identity Management) protocol.

With this integration, admins can create, update, and deactivate user accounts in Okta, and those changes automatically reflect in Engagedly. This reduces manual effort, enhances data accuracy, and improves security and compliance.

Contact our support team to enable Okta for your organization. After enabling, integrate it into your Engagedly account.

You can also configure Okta for Single Sign-on (SSO). Learn more in Configure Okta for SSO with Engagedly. If required, enable both Okta SSO and Okta HRIS integrations.

2. Configuration

Admins can set up SCIM provisioning with Okta and Engagedly to automate user management and keep user data updated across both platforms.

Prerequisites

Before you start, ensure you have:

• Active subscriptions to both Okta and Engagedly.
• Admin access on both platforms.
• Okta integration enabled on Engagedly. Learn more in Overview of integrations.

2.1. Generate credentials

After enabling the Okta integration in Engagedly, generate SCIM credentials (base URL and token).

1. Log in to Engagedly.
2. Go to Settings > Integrations.
3. In the "HRIS" section, click Okta.

  3.   Click + Add Connection, enter a name, and then click Save.

Engagedly generates the base URL and token.

You can delete and recreate the connection at any time if required.

Click the Overflow Menu on the right side of the connection and select Delete to remove.

2.2. User provisioning

After generating credentials in Engagedly, configure user provisioning in Okta.

1. Log in to Okta.
2. Go to Applications > Applications.
3. Select your Engagedly application.
   

  4.   Go to the General tab, click Edit, and select Enable SCIM provisioning.

  5.   Go to the Provisioning tab and select Integration.

  6.   Click Edit and configure the following:

     I.  In Unique identifier field for users, enter .

     II.  Select the provisioning actions you want in the "Supported provisioning actions" (Create, Update, Deactivate).

   III. Set "Authentication Mode" to HTTP Header.

 

  7.   Switch to your Engagedly account.

  8.  Go to Settings and select Integrations.

  9.   In the "HRIS" section, click Okta.

 10.   Copy the base URL and token from Engagedly generated earlier.

 11.   Return to the Okta site and paste the base URL and token into the respective fields.

 12.   Click Test Connector Configuration to verify the connection, and click Save to apply the configuration.

 13.   In the Provisioning tab, go to To App and click Edit.

 15.   Select the following options and click Save:

• Create Users
• Update User Attributes
• Deactivate Users

 16.   Scroll down to customize the attribute mappings.

By default, the following fields are mapped:

2.3. Add users

After configuring provisioning, add users to Okta.

1. In Okta, go to Directory and select People.

You can view users if they are already added to Okta. Add more users individually or in bulk.

  2.   Click Add person to add an individual user.

  3.   Enter their first name, last name, and email (as username and primary email).

  5.   Click Activate now, and then click Save.

You can activate users later if required. Until activation, their status remains pending.

2.4. Assign users

Assigning users in Okta to sync with Engagedly.

1. Go to Applications > Applications.
2. Select your Engagedly application.
3. Click the Assignments tab.
4. Click Assign > Assign to People.

  5.   Search for the user you added in the previous step.

  6.   Click Assign next to their name.

  7.   Enter their profile information, click Save and Go Back, and then click Done.

After activation, users appear in Engagedly.