Okta SCIM Setup

A step-by-step guide to setup SCIM-based user provisioning with Okta on SpotDraft

The prerequisites

  • Your organisation should have SSO as part of your subscription
  • You should be an Admin with access to the Security & Identity section on SpotDraft
 

Features

The following provisioning features are supported by SpotDraft currently:

  • Create Users (Users in Okta that are assigned to the SpotDraft application in Okta are automatically added as members to your workspace in SpotDraft.)
  • Update User Attributes
  • Deactivate/Reactivate Users
 

Presently, SpotDraft does not support the following Okta provisioning features, but may in the future:

  • Import Users (Users created in SpotDraft can be imported into Okta and either matched against existing Okta users or created as new Okta users)
  • Import Groups (Import Teams from SpotDraft as Groups in Okta.)
  • Push Groups (Groups and their members in Okta can be pushed to SpotDraft (as SpotDraft teams and team members.)
  • Sync Password

Adding SpotDraft App to Okta

Skip this section if already completed.

 

Step 1:

If you haven’t already, sign in to your Okta Administrative portal https://${yourOktaDomain}-admin.okta.com.

Step 2:

Once signed in, click Applications in the left-hand sidebar, and then Browse App Catalog near the top of the resulting page.

 

Step 3:

Search for “SpotDraft” in the search bar, and then click the SpotDraft integration from the results. Click the Add Integration button to add the SpotDraft integration to your Okta instance.

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Configuring user provisioning with SCIM

 

Step 1:

Open SpotDraft to generate the SCIM credentials.

  • Navigate to the Provisioning tab under the ‘Security and Identity’ section.
  • Click on Generate SCIM Credentials.
  • Enter a Key Name for the credentials.
  • Copy the Base URL and Key.
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Step 2:

  • Navigate to the SpotDraft app on Okta.
  • Click on Configure API Integration under the Provisioning tab.
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Step 3:

  • Check Enable API Integration.
  • Paste the Base URL & Key generated from SpotDraft in the Base URL & API Token fields in Okta respectively.
  • Click on Save.
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Step 4:

  • In the To App section under the Provisioning tab, make sure the following options are checked:
    • Create Users
    • Update User Attributes
    • Deactivate Users
  • Click on Save.
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Step 5:

Now start Provisioning/Deprovisioning users to SpotDraft from the Assignments Tab.

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FAQs

Q1: What if the provisioning of users fails?

A: Check the Base URL and API Token you have entered. If the issue persists, contact SpotDraft support.

Q2: Can I provision users in bulk?

A: Yes, Okta allows bulk provisioning of users. Q3: How can I change a user's name in SpotDraft from the default Okta name? A:

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Last updated on July 19, 2023