company logo

Help center

Go to Heyoo.ai
All collectionsSAML/Single Sign-On (SSO)Configuring SCIM Directory Sync with Okta

Configuring SCIM Directory Sync with Okta

Automatically provision and deprovision users from your Okta directory to Heyoo using SCIM Directory Sync

This feature is only available on Heyoo’s Professional Package.


For Heyoo Proffesional users, you can automatically provision and deprovision users from your Okta directory to Heyoo using SCIM Directory Sync.

Step 1: Configure Directory Sync on Heyoo

In your workspace settings, click on Security.

Under the Directory Sync section, click on Configure. This will open up the Directory Sync modal:

  1. Select Okta as the Directory Provider

  2. Click Save changes.

This will generate a Directory Sync connection for your Heyoo workspace, and return 2 values, which will be needed in Step 2:

  1. SCIM 2.0 Base URL

  2. OAuth Bearer Token

Step 2: Add Provisioning to SAML Application

Go to the General tab of your existing Heyoo Okta SAML application that you want to enable SCIM provisioning for. Under App Settings click Edit.

Select the “Enable SCIM provisioning” option and click Save.

You should now see a Provisioning tab. Select it and click Edit.

  1. Under the SCIM connector base URL field, enter the SCIM 2.0 Base URL value from Step 1.

  2. Under Unique identifier field for users, enter userName.

  1. Under Supported provisioning actions, select the following options:

  • Push New Users

  • Push Profile Updates

  • Push groups

  1. Under Authentication Mode, select HTTP Header.

  2. Copy & paste the OAuth Bearer Token value from Step 1 into the Authorization field.

Click “Test Connector Configuration” to verify that the connection is working, and then click “Save”.

Step 3: Configure Provisioning Actions

Under the To App section, click Edit.Check the following options, and click Save:

  • Create Users

  • Update User Attributes

  • Deactivate Users

Step 4: Assign Users

Once you’ve configured Directory sync, you can assign users to Heyoo directly within Okta.
Click on the Assignments tab, and click Assign. You can choose to assign users individually, or assign them in bulk by group.

  1. Select the users or groups you want to assign and click Assign.

  1. In the next screen, scroll to the bottom and click Save and Go Back.
    Saving Okta assignment

  2. Your assigned users should now receive an invitation email to join your Heyoo workspace.
    SAML invite email. They will also be able to sign in to Heyoo using Okta SSO.

​

Did this answer your question?
😞
😐
😁