Configure Okta SCIM Provisioning for Engagedly

Table of contents

1. Introduction
2. Configuration
   2.1. Generate credentials on Engagedly
   2.2. Configure Okta for user provisioning
   2.3. Add users on Okta
   2.4. Assign users on Okta

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 by synchronizing user accounts through the SCIM (System for Cross-domain Identity Management) protocol. This ensures that user information, such as roles, permissions, and account status, is automatically updated across both platforms.

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

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

2. Configuration

Admins can seamlessly set up SCIM provisioning with Okta and Engagedly to enable automated user management and keep user information up-to-date across both platforms.

Prerequisites

• Active subscription 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 on Engagedly

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

1. Log in to your Engagedly account.
2. On the left pane, go to Settings and select Integrations.
3. Locate the HRIS section and click Okta.

  3.   Click + Add Connection.

  4.   Type the name for the connection and click Save.

After the connection is established, the credentials (base URL and token) are generated.

You can delete this connection at any time if required and generate a new connection.

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

2.2. Configure Okta for user provisioning

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

1. Log in to your Okta account.
2. On the left pane, go to Applications and again select Applications.
3. Locate your application and click it.

If you have not configured an SSO application, you must create a new app integration.

Learn more in Configure Okta for SSO with Engagedly.

  4.   Navigate to the General tab, click Edit on the right, and select Enable SCIM provisioning.

  5.   Click the Provisioning tab and select Integration.

  6.   Click Edit on the right and perform the following actions:

     I.  In the Unique identifier field for users field, type .

     II.  Select the options for supported provisioning actions based on your provisioning requirements.

   III. From the Authentication Mode drop-down, select HTTP Header.

 

  7.   Switch to your Engagedly account.

  8.   On the left pane, go to Settings and select Integrations.

  9.   Scroll to the HRIS section and click Okta.

 10.   Copy the base URL and token from Engagedly generated in the previous step.

 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.

 13.   Click Save to apply the configuration.

 14.   In the Provisioning tab, go to To App and click Edit on the right.

 15.   Select the following options:

• Create Users
• Update User Attributes
• Deactivate Users

 16.   Scroll down to configure and customize the attribute mappings as required.

By default, the following fields are mapped:

2.3. Add users on Okta

After provisioning is configured, add users to Okta.

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

You can view employees if they are already added to your Okta account. You can add more employees individually or in bulk.

  2.   Click Add person to add an individual employee.

  3.   Type the first and last names of the employee.

  4.   Enter the email address of the employee as the username and primary email.

  5.   Click Activate now, and then click Save.

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

2.4. Assign users on Okta

Assigning users on Okta allows their information to sync with Engagedly.

1. On the left pane, go to Applications and again select Applications.
2. Locate your application and click it.
3. Click the Assignments tab.
4. Click Assign and select Assign to People.

  5.   Search for the employee 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 activating users on Okta, they appear in Engagedly.