Okta Production Provisioning

Requirements:

  1. For customer:
    1. An account on Okta
    2. Have SSO setup and working on Okta with SalesHood

Notes:

  1. Users without Titles will have blank Titles in SalesHood
  2. Users without managers will be assigned a default manager
    1. Default Manager = user who created SSO
      1. can be changed to any user (if manager role or above) by emailing support@saleshood.com
  3. If a user has a manager and the manager is provisioned into SalesHood, a team is created with all users of the same manager
  4. Email is the only required field to create a user

Steps:

Select Provisioning tab and click on Configure API Integration.

  1. Check Enable API Integration.
  2. Go here to pull API Token: https://support.saleshood.com/knowledge-base/scim-provisioning/
  3. Click on Test API Credentials after inputting API Token.
    1. If you got Saleshood was verified successfully! message then click save.
    2. If you got Incorrect credentials, please verify and try again, please contact Saleshood’s support.

Click on Edit and enable Create Users, Update User Attributes, Deactivate Users then click save.

These can be turned on/off based on need of customer. For example, do not want to de-activate users? Check this off

Lastly, Assign people to your app.

Assigning users to the app (SalesHood) will provision them based on the settings above. Users will be de-activated when they are removed from the app.

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