Automate and manage provisioning with Okta

Configure SCIM provisioning in Okta

1. Open the Dovetail app you’ve set up in Okta and navigate to Provisioning.

2. Under Integration, click Configure API integration, check Enable API integration, and click Authenticate with Dovetail. Ensure you are logged in as a workspace admin.

3. From within the pop-up window, select your Dovetail workspace and click Allow. Once you are directed back to Okta, click Save.

4. Under To app, click Edit and enable your preferred features: Create users, Update user attributes, or Deactivate users. Click Save.

5. Navigate to the Sign On tab, and ensure that the Application username format is set to Email.

Provision users from Okta

To provision users in Dovetail from Okta, complete these steps:

1. Navigate to the Assignments tab.

2. Click Assign, then Assign to People, or Assign to Groups.

3. Select a user or a group, and assign a Dovetail role and Dovetail workspace admin from the relevant fields. Click Save.

Your users in Okta have now been provisioned in your Dovetail workspace. If a user is deactivated in Okta, their Dovetail account will also be deactivated and they will lose access to your workspace.

Create and link user groups from Okta

Note: If you do not already have a group in Okta that you’d like to link or push to a user group in Dovetail, navigate to Directory > Groups > Add Group.

To link a user group in Dovetail with a group in Okta, complete these steps:

1. Navigate to the Push Groups tab.

2. Click Push Group and enter the name of the group.

3. Click Push Groups, and find your group by name, or by rule.

4. If you have an existing user group in Dovetail you would like to link this group to, select Link Group and enter the name of the user group in Dovetail. If you would like to create a new user group, select Create Group, and click Save.

Your group in Okta and your user group in Dovetail are now linked. Any users you add to the group in Okta who are also assigned to your Dovetail application will be added to the group in Dovetail.