Manage Users with Okta SCIM

 

With Okta SCIM, Admins can automate their entire user's lifecycle in Dialpad—from creating accounts to profile updates, to account deletion.

In this article, we'll dive into Okta SCIM and show you step-by-step instructions on how to set up automatic provisioning. If you haven't already, take a look at our help article on downloading Dialpad in Okta and setting up SSO via SAML.

Enable API Access

To get started, you'll need to configure and enable the API integration between Dialpad + Okta. Here's how:

  1. Navigate to your Dialpad app in Okta
  2. Select Provisioning
  3. Navigate to API Integration
  4. Select Configure API Integration

Once you select Configure you'll see an option to check off Enable API Integration. Once you've checked this option, you'll need to provide Okta with a new Dialpad API Token.

Once you've entered your API token, select Test API Credentials to ensure everything is syncing before selecting Save.

Screen_Shot_2022-05-09_at_8.01.25_AM.png

Provisioning to App (Dialpad) 

Once your API is configured and syncing, the next step is enabling the provisioning from Okta into Dialpad, like creating users, updating user info, or even deleting users.

Here's how: 

  1. Select Edit
  2. Check the fields you want to enable (in our case, all)
  3. Select Save

Screen_Shot_2022-05-09_at_8.02.27_AM.png

 Assign to Users 

Now that you've turned on provisioning, you'll need to assign your Dialpad app to your users. Here's how:

  1. Navigate to the Assignments tab
  2. Select Assign
  3. Select People
  4. Select Assign next to the individuals

You'll be prompted to review their username (should be their email) and other profile details. If everything looks good, just select Save and Go Back to return to the assignment page.

Screen_Shot_2022-05-09_at_8.03.25_AM.png

You may also assign groups to an app, if you've already created groups of users within Okta.

Once you've done this your users will automatically be created in Dialpad and auto-assigned a number based on the area code of the office you set up.

Okta attributes mapped to Dialpad

Okta Attribute

Mapped Dialpad Field

Notes

First Name

Name

First Name and Last Name combined

Last Name

Name

First Name and Last Name combined

Username

Email

The user's handle@domain

department

Office



officeName

Office

Custom attribute (not available in Okta by default)

countryCode

Country



preferredLanguage

Language



title

Job Title

 

licenseType

License

Custom attribute (not available in Okta by default)

Values can be any from the table given below.

 

License

Product

dialpad_talk

Dialpad Talk

dialpad_lite

Dialpad Talk (Lite)

dialpad_support

Dialpad Contact Center

dialpad_sell

Dialpad Sell

dialpad_tfb

Dialpad TfB Offer

 

Have more questions? Be sure to check out our FAQ article here.

Was this article helpful?

/