Lifecycle Management with Okta (SCIM)
- Features:
- Create Users: Users in Okta that are assigned to Hellotracks application in Okta are automatically added as members to your organization in Hellotracks.
- Deactivate Users: Deactivating the user or disabling the user's access to the application through OKTA will delete the user (Logical deletion) on Hellotracks.
- Update Users attributes: Updates made to the user's profile through OKTA will be pushed to Hellotracks and automatically synchronized.
- Requirements: SCIM-based user provisioning is available to Business customers platform plans. Ensure that this process is carried out by an Administrator.
- To set up SCIM, please use your API-KEY from the API & Integrations page as the API-TOKEN while configuring SCIM in the Okta Console.
- How to configure
- In the Okta Admin Console go to Applications and click "Browse App Catalog."
- Search for Hellotracks.
- Click "Add Integration."
- Click "Done."
- Click Provisioning tab:
- Enable API integration box
- Enter API TOKEN
- Test API Credentials
- On same Provisioning tab, inside Settings menu:
- Select "To App" option.
- Look for the following options: "Create Users", "Update User Attributes", and "Deactivate Users."
- Important: Ensure that the “default username” used to create accounts in Okta is set to “Email.”
- Enable each of these options.
- Click "Save."
All done.
Now users are ready to use Okta SCIM in Hellotracks. ✅
Troubleshooting
If you have questions or difficulties with your Hellotracks/Okta SCIM integration, please contact support via support@hellotracks.com.