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Step-by-Step Configuration Instructions
Install
Inside Okta click Applications > Applications > Browse App Catalog
Search for “LivePreso” and Add the integration
Still in Okta navigate to the provisioning tab of the LivePreso app and click “Configure API Integration”
Check Enable API Integration. You will see some configuration asking for a Base URL and API Token
Log into your LivePreso HQ and navigate to the SCIM page. From here you can copy the base URL, and a token to paste back into Okta.
Next on the Provisioning tab click “To App” and then click “Edit”
Enable the following, then click save:
- Create users
- Update user attributes
- Deactivate users
Setup Push Groups
If you wish for the integration to assign LivePreso licenses you can link new or existing Okta groups to our application groups. First find the LivePreso integration then
Click the “Push Groups” tab
Click “Refresh App Groups”
Click “+Push group setup (TBC)Groups” and then “Find groups by name”.
Search for the Okta group you wish to map to a “standard” LivePreso license user.
On the Right select Link Group and select the LivePreso “Salesperson” group. It will give you a warning about a group rename - this is fine.
(Optional) if you use Prep licenses repeat step 4 and 5 but when you Link Group select “Prep User”
(Optional) If you want to manage HQ access via Okta repeat 4 and 5 and when you link group select “Manager”
Go to the Okta group page for each group you linked and click the Applications tab, then click Assign application and assign the LivePreso application to it
| Info |
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If you add more users to the Okta group than you have licenses paid for in LivePreso the user will still appear in LivePreso HQ but will not be granted a license. |
Troubleshooting and Tips
For any questions regarding SCIM you can contact our usual support channels (support@livepreso.com)
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