SSO Provisioning (Okta)
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      Manual Roles Management for Okta SSO Provisioning

      Manual Roles Management for Okta SSO Provisioning

      Manual Roles management for SSO Provisioning

      To create the custom field, the following steps have to be performed

      • Go to Directory>Profile Editor and select the connected with Consensus Application

      • Once the Profile Editor is opened, click 'Add Attribute' button
      • On the opened form we need to provide the following information

      Field

      Value

      Notes

      Data type

      ‘string array’

      		  

      Display name

      Any convenient for you name

      		  

      Variable name

      ‘consensus_roles’

      		  

      External name

      ‘consensus_roles’

      		  

      External namespace

      ‘urn:ietf:params:scim:schemas:core:2.0:User’

      		  

      Description

      Any convenient for you description (optional)

      		  

      Enum

      has to be checked

      		  

      Attribute members 

      The list of Roles within your Account should be provided with their ids

      The list of System Roles (Display name - Value):

      Admin - 443ff3eb-b550-4526-9d7e-9bf96ffd1a37
      PreSales - e3031435-8495-41e4-bd3e-fcfcbe311d65
      Sales - a61c1be4-52ef-4ce8-a68f-45712f31a379
      Marketing - d31a0ba4-a834-4f42-9401-c32b91463fad
      Content Manager - 1ebfa300-908f-4d5b-be11-8afa554fac71
      Sales Snap Creator - fb0688dd-7a01-4109-862d-3dcc2831b1fd
      Marketing (Reseller) - 4442bcee-142f-4f52-8873-79e5209bf345
      Sales (Reseller) - cecc95f4-0438-4c70-97c2-598912d70900
      Content Manager (Reseller) - e528f5ce-9f01-453b-a3ea-808239ba080e
      View Only - 2e329294-6b90-48db-aa0a-95f73bf0b595

      If you have custom Role:

      1.     Go to app.goconsensus.com>Manage Users&Access>Roles&Permissions tab

      2.     Find the needed custom Role, click on three dots and click 'Edit'

      3.     After the Edit page is opened

      • use the value of ‘Name' from Consensus for 'Display name’ in Okta
      • use the id from the browser link address in Consensus for 'Value' in Okta for this Role

      4.     Repeat it for all needed custom Roles

      Attribute required

      has to be checked

      		  

      Scope

      has to be checked

      		  
      • Save the form

      Further Custom field managing for Consensus Roles

      If there is any update within the Roles on Consensus side - these updates should be transfered to Okta as well. To do it, go to the same place in Okta, find the needed custom field and click 'Edit'. The new Roles might be added or existing might be edited/deleted.