This app will automatically update Okta profiles with ChartHop source data. You can configure both Okta profile fields and group memberships. Optionally, you can set the app to create Okta profiles when people are hired into ChartHop.
You'll first need to install the Okta app in ChartHop. To install the Okta app, follow the steps below.
To get started, you will need to obtain API access from Okta. You'll need to obtain an API key by following the steps outlined in their help document here.
Once you've received the necessary information from Okta, do not share this information with anyone outside of your organization.
You can input your credentials in the fields below.
This is the domain your company uses for Okta, for example yourcompany.okta.com.
This is the API token you received above.
After entering the above information, click Authorize App, and follow the instructions. You must be an Okta administrator to do this.
You can create and populate Okta groups from the app config page by following the steps below.
For each custom Okta profile field, you may define a ChartHop field or expression to be synced. Follow the steps below to do so.
Enable Live Sync
With this option enabled, changes will be immediately synced to Okta.
Resync All Daily
With this option enabled, the sync will re-run on a daily basis, regardless of changes.
With this option enabled, new profiles will be added to Okta as soon as they are created in ChartHop.
Remote Location As Default
With this option enabled, blank location values will be interpreted as remote.
Sync New Hires
With this option enabled, new hires will be synced to Okta before their start date. With the option disabled, new hires will only begin syncing on their start date.
Send Notification Emails To
These users will be emailed every time a sync occurs with a summary of the changes.
Notification Chat Channel
With this option enabled, updates will be sent to a public or private chat channel based on a webhook.
Any ChartHop user with sufficient permissions can trigger an on-demand sync to Okta at any time. To sync your data for the first time, or subsequently on-demand at any time, follow the steps below.
You can export all the users in your Okta instance by following the steps below. This could be prudent if you need to import your Okta users to ChartHop before setting up the sync.