This guide will go over how to set up provisioning for Okta for Skillshood sites.

In order to set up provisioning on a Skillshood instance the instance is required to have:

1. SSO setup and working on Okta with SkillsHood
   To learn more about setting up Okta SSO for your instance click here .
2. In the Sign On tab of the application, select Email as the username format for the Application:

Currently, the following provisioning features are supported:

• Push New Users
  • Users who are assigned to the application in OKTA will also be created in SkillsHood.
• Push Profile Updates
  • Updates made to the user’s profile through OKTA will be pushed to SkillsHood.
• Push User Deactivation
  • Deactivating the user or removing the user from the application through OKTA will deactivate the user in SkillsHood.
• Reactivate Users
  • Users can be reactivated by re-assign the users to the application.

How to Configure Provisioning

1. Follow this guide to get the the API token from SkillsHood: https://support.saleshood.com/knowledge-base/scim-provisioning/
2. Navigate to your SkillsHood application. In Provisioning tab:

• Click Configure API Integration
• Check the Enable API integration Box
• Input the API token retrieved from step 1

3. Click Test API Credentials

• If you get Please review the form to correct the following error(s), please double check the Api token or contact SkillsHood’s support.
• If you get SkillsHood was verified successfully, then click Save and go to next step

4. Now you will see 2 tabs To App and To Okta displaying on the left side. Click on the To App tab.

• Click Edit
• Click on the checkbox to enable the feature that you want to enable: Create users, Update User Attributes, Deactivate Users.
• Click Save

5. You can now assign people to the app (if needed) and finish the application setup.

Please reach out for support (support@saleshood.com) with any questions during your configuration process.

Troubleshooting Tips

• Users without managers will automatically be assigned a default manager
  • A Default Manager is the user who created SSO
    • The Default Manager can be changed to any user (if manager role or above) by emailing support@saleshood.com
• If a user has a manager and the manager is provisioned into SalesHood, a team is created with all users of the same manager.
• When users are deactivated in Okta or removed from the application, they will be deactivated in SkillsHood. You can reactivate the user by reassigning the user back to the application (using email as the identifier), all the data of the user will be kept.