Okta is an identity and access management platform that provides secure authentication and single sign-on (SSO) solutions for businesses. Integrating your Uniqode Cards account with Okta allows you to create digital business cards for your employees as soon as they enrol in your organization. For example, if you want to generate cards for ten employees who recently joined your organization, you can easily create and distribute cards for all the employees simultaneously by adding them on Okta.
Prerequisites
Uniqode Cards Business+ plan with admin privileges.
Okta active account with administrator privileges.
Integrate your Uniqode account with Okta
Get your Uniqode account's API Key and SCIM URL
Sign in to your Uniqode Cards account
If you are the account owner or admin of the master organization (super admin) and have multiple organizations, choose the organization that you want to integrate with Okta from the top-right corner near the bell icon.
Click Integrations in the left menu, then click Okta
Copy YOUR API KEY and SCIM URL
Note: If you are an admin of any other organization, you can only integrate Okta with that specific organization.
Add your Uniqode account to Okta
Sign in to your Okta Admin Console, then click Applications.
Click Create App Integration, with the name “Uniqode”
Select SAML 2.0 as the Sign-in method
Configure SAML-based SSO for your Uniqode account. Learn more
Note: Steps 2-4 can be skipped if you already have an existing app integration on Okta
Configure Okta to integrate with Uniqode
Click Edit in the App Settings section in the General tab
Select SCIM under Provisioning
Click Save
Go to the Provisioning tab
Click Integration under the Settings section
Click Edit in the SCIM Connection section
Paste the copied SCIM URL in the SCIM connector base URL field
Enter "userName" in the Unique identifier field for users field
Under Supported provisioning actions section, select Push New Users and Push Profile Updates
Select HTTP Header as the Authentication Mode
Paste the copied API KEY in the Authorization field
Click Test Connector Configuration and wait for the test to complete
Click Save
Click To App under the Settings section
Click Edit in the Provisioning to App section
Enable Create Users, Update User Attributes, and Deactivate Users
Click Save
Create and configure your Cards template
Go back to your Uniqode Cards account
Click Integrations in the left menu, then click Okta
Click Manage Configuration
Under the Templates tab, select the template you want to assign for your employees' cards.
In the Settings tab, you have the following options:
Send user invite email - Enable to send an invite to join your organization and password reset link to the newly onboarded users via email to make them join your organization and reset their Uniqode account passwords.
Automatic domain-based user assignment - Enable to automatically assign users to their respective organization based on their domain.
Note: This feature can be enabled/disabled only by the organization’s owner or the admin of the master organization (super admin).
Click Save Changes
Note: Auto-save business cards, GPS location, and Two-way contact sharing settings are now managed under Organization Settings. If any of these settings are enabled or disabled, they will be applied to all cards that will be created from then on.
Integrate Okta with multiple organizations
Imagine you are the IT manager of a large IT company with three distinct departments. Each department is created as a separate Organization in Uniqode for different purposes and requires Okta SCIM integration. To do this, you need to integrate each organization individually.
For each organization:
1. Select the organization in Uniqode
2. Create an app integration in Okta admin
3. Assign users to this application
You can only create one enterprise application per organization in Okta. However, you can create multiple applications within a single organization if needed.
To integrate the other departments, just repeat these steps for each organization:
Sign in to Uniqode Cards as the account owner
Choose the organization that you want to integrate with Okta from the top-right corner near bell icon
Integrate your Unioqde account with Okta
Note: While naming your app, give another name with respect to the organization for which you are integrating your Okta application.
Test your Okta SCIM integration
Go back to App integrations in your Okta admin account, then click "Uniqode"
Click Integration under Settings in the Provisioning tab
Click Edit SCIM Connection
Click Test Connector Configuration and wait for the test to complete, then click Save
Go to the Assignments tab
Under Assign, select Assign to People
For testing purposes, you can assign it to one user alone and check whether a card is created for them in the Uniqode Cards dashboard. To assign the app to a specific user:
Click Save in the top-left corner to save the settings you have done so far. Go back to the app's page by clicking Uniqode | Provisioning, then click Users and groups under the Manage section in the left menu.
Click Add user/group, then click User. Select a user for whom you want to test the card creation.
Click Select, then click Assign.
Note: If you want to test whether the users are assigning properly, you can also enable provision on-demand for a small set of users by clicking Provision on demand in the left menu, and assigning a user or a group.
6. Toggle the Provisioning Status On, then click Save in the top-left corner.
Note: It may take up to 40 minutes to create cards for the new employees who are being added to Okta.
To know when your account has been last synced with Okta SCIM, go back to your Uniqode Cards dashboard, go to Integrations, then click Okta. You can view the time and date of the last sync.
Once done, all your employee cards will be listed on the Organization Cards page.
Resend email invites to the users
If your users haven't already accepted the invite to join your organization, you can re-send the invite emails again to them.
To do so:
Click on your profile in the top-right corner
Click User Management
Select the users to whom you want to send the invite
Click Send Invite
Click Confirm
Note: If you try to send the invite to a user who has already accepted the invite and joined your organization, they won't receive this email.
Delete users and their cards
When you permanently delete a user from your Okta app integration, they are automatically removed from Uniqode account, and/or their card will also be deleted in the following cases:
When you add a user to Uniqode via Okta SCIM, a user seat is consumed, and their card is created. If you remove that user from your Okta app integration, their account and card are deleted from Uniqode, and the user seat is freed.
When you invite a user to your organization in Uniqode, a user seat is consumed. If the same user also exists in Okta, when you sync, a card is automatically created for that user. When you delete that user from your Okta app, only their card is deleted from your Uniqode account. You need to remove that user from your organization in Uniqode manually.
Please note that users with Viewers or Editors cannot delete the users or cards created via Okta SCIM in your organization in Uniqode.
If you mark a user inactive on Okta, their card will not be deleted from the Uniqode account. You can manually delete the card on Uniqode Cards or permanently delete the user from Okta to delete the card and user from your Uniqode account.
Note: If you are trying to delete an admin or owner who has integrated Okta SCIM with Uniqode, please transfer their ownership to another user.