Disclaimer: This guide is for a new version of our Okta app that is currently under development and is not available to customers yet. Contact product@saleshood.com to learn more.

Features

The following provisioning features are supported in the Okta app:

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

Requirements

• Have SSO setup and working on Okta with Saleshood
• In the Sign On tab of the application, select Email as the username format for the Application:

Step-­by-­Step Configuration Instructions

1. Follow this guide to get the the API token from Saleshood
2. Navigate to your Saleshood application in Okta. In the 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 Saleshood support.
• If you get Saleshood 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.

Troubleshooting Tips

• Please reach out to support (support@saleshood.com) with any questions during your configuration process.
• Users without managers will be assigned to the company’s default manager.
  • The default manager can be changed to any Manager, Coach, or Publisher user 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 Saleshood. 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.