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SCIM User Provisioning With Okta

SCIM User Provisioning With Okta

Updated June 10, 2024

SCIM (System for Cross-Domain Identity Management)  allows you to add and remove users that you have set up in Okta.

You can securely set up and manage user roles and their access to Process Street with SCIM via Okta.

Users: To create an API key you must be an Administrator.

Note: This feature is only available in our Enterprise plan. Please reach out to your Customer Success Manager or our support team if you’re interested in accessing it.

In this article, you’ll learn to:

Preparations for this configuration

For this configuration, you must have SCIM enabled in your Process Street account and an SSO integration that supports SCIM provisioning.

SCIM Configuration for Okta

To set up SCIM user provisioning with Okta, you first need to configure SCIM for your Okta account and then assign users to Process Street through it.

Create/Connect the Process Street SCIM Application

Log in to your Okta account and from the menu on the left, click Applications and then select Browse App Integration Catalog.

Here, search for the pre-built SCIM app called “SCIM 2.0 Test App (OAuth Bearer Token)” to help you get set up faster and click Add Integration.

In the General Settings tab, add the Application label as “Process Street”. Ensure to uncheck the option for Browser plug-in auto-submit and then click Next.

In the Sign-On Options tab, scroll down to Credential Details. Select the Application username format as “Okta username” and click Done.

Enable provisioning

Once you have created the SCIM connection, navigate to the Provisioning tab to configure the integration.

Click Configure API Integration and check the box to Enable API Integration then enter your SCIM app credentials as follows.

In the field, add this URL: https://public-api.process.st/api/scim

For the OAuth Bearer Token, enter a Process Street API key. If you don’t have an API key, generate one first.

Set up provisioning

In this step, you will map fields from Okta to your SCIM App.

In the Provisioning tab, navigate to the menu on the left, and under Settings, select To App. Then, choose from Okta to SCIM.

In the Provisioning to App section, click Edit and check the boxes to enable the following:

  • Create Users
  • Update User Attributes
  • Deactivate Users

In the Attribute Mapping section, ensure that these fields are mapped:

  • Given name (map from Okta profile)
  • Family name (map from Okta profile)
  • Email
  • Primary email type
  • Display name
  • User type (this controls the user’s role)

Remove all other fields you don’t want to map and click Save.

Note: If you don’t remove the fields you don’t want to map, SCIM may not work as desired.

Assign users to Process Street

In the Assignments tab, click Assign, and select Assign to people.

Search for the user you want to add and click Assign next to their name.

You can add the following user types:

Enter their details along with the user type and click Save.

You can add users with the following user types.

  • Admin
  • Member
  • Guest (Internal)
  • Guest (External)

If you don’t provide a user type, they will be added as a Guest (Internal) by default.

Note: When adding a Guest (Internal) or Guest (External) make sure to include the spaces and parenthesis exactly as you see them here.

FAQ

Can I add existing users in Process Street to Okta to manage them?
Yes, ensure that you have the email address and the exact user name from Process Street and you can add them into Okta.

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