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This page will detail the setup process to link Okta with LivePreso

Features

The following features are currently supported

  • Push Users: Users in Okta that are assigned to the LivePreso application are automatically added as users in LivePreso

  • Update User Attributes: User attribute changes in Okta will be reflected in LivePreso

  • Deactivate Users: Users deactivated or unassigned from the LivePreso app will automatically be deactivated in LivePreso. This prevents this user from logging into LivePreso

  • Push Groups: Groups in Okta can be pushed to LivePreso. Linking okta groups to LivePreso license groups will allow you to assign and revoke licenses directly from Okta.

Requirements

The SCIM addon must be installed on your LivePreso instance to use the feature. Contact LivePreso support (support@livepreso.com) if you wish for this to be enabled. Additionally, if SSO/OIDC is required contact us with your app ID and secret key and we can set this up.

SSO Configuration Instructions

LivePreso will need to complete the final step of this configuration. To get started navigate to the LivePreso application in Okta and click on the “Sign On” tab like below.

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Copy both the Client ID, and the Client secret and send along with your Okta domain to support@livepreso.com and we will do the rest. You can find your Okta domain by following this guide: https://developer.okta.com/docs/guides/find-your-domain/main/#find-your-okta-domain

User Provisioning Step-by-Step Configuration Instructions

Install
  1. Inside Okta click Applications > Applications > Browse App Catalog

  2. Search for “LivePreso” and Add the integration

  3. Still in Okta navigate to the provisioning tab of the LivePreso app and click “Configure API Integration”

  4. Check Enable API Integration. You will see some configuration asking for a Base URL and API Token

  5. 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.

  6. Next on the Provisioning tab click “To App” and then click “Edit”

  7. 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

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Info

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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