CUSTOMER ONBOARDING AND ICOMPAAS APP INTEGRATION


Prerequisites:


  • The Customers must have Okta admin access.

  • Customers must have access to add an API Service Integration from the Okta Admin Console.

  • iCompaas Personnel feature must be enabled for the customer account.


Supported Scopes:


  1. okta.users.read: Read users from the Okta directory.


  2. okta.roles.read: Read role/admin assignment information.



Okta Configuration and iCompaas Configuration Steps:


The below is the process where the customer should integrate the iCompaas app from the okta App Catalog and integrate the iCompaas application.


  • The customer opens his Okta integrator workspace and should go to the Applications and resources section and under  that we see the API Service Integrations sub-tab there click on add integration and search for the icompaas API Service Integration, and open it, then after review the requested API scopes and install and authorize.


 









  • After integrating the iCompaas in their organization, then the iCompaas app instance will be created in their organization with the Client_id and Client_secret. And the Redirect_URI is already present in the Application.



  • Now the customer has to save those or have those three values namely 

org url,client_id,client_secret.


  • In the app.icompaas.com we navigate to the Onboarding section under the account settings and then in personnel onboarding click on Okta.



  • And then you will be navigated to the personnel tab, and there we will click on the Add Source button and select Okta.



  • After selecting the side bar that opens, there we have to provide the source-label, org url, client_id and client_secret. And click on the connect source.


  • Then after clicking on connect source then the personnel sync starts. 


  





  • And after the sync is successfully completed we can see the users linked to the iCompaas.




  • Then we can read scopes like phone number,roles,2FA enrollment and users suspension.