Configuring Okta provisioning for Quick Base

Identity management (IdM) integration capabilities in Quick Base, using the standard System for Cross-domain Identity Management (SCIM) specification, allow you to sync Quick Base with Okta.

Features supported

The following provisioning features are supported:

Prerequisites

Before you configure provisioning for Quick Base, make sure you have:

Sign in to Okta

  1. Sign in to Okta with an account that has admin privileges.

  2. Click Admin.

  3. Click Classic UI.

Configure Quick Base integration

  1. Select Applications, then click Add Application.

  2. Search for "Quick Base" and click Add.

  3. On General Settings, enter an Application label, enter your realm name as the Subdomain, then click Next.

  4. For Sign-On Options, Quick Base currently supports SAML 2.0. Secure Web Authentication is not currently supported.

    Choose SAML 2.0, leave the Default Relay State field blank, then click View Setup Instructions and save the information. You will need to provide this information to Quick Base to set up your realm. Then, click Done.

  5. Select Provisioning then click API Integration.

    Select the Enable API Integration checkbox, and enter the Realm Admin user token as the API Token.

  6. Click Test API Credentials to test the connection, then click Save.

Enable Okta to SCIM provisioning

  1. On the Provisioning tab, click To App, then click Edit.

  2. Select the check boxes to enable Create Users, Update User Attributes, and Deactivate Users.

  3. Keep the default User Attribute Mapping. Currently we require the following attributes:

    Other attributes will be used in the future. In order to avoid migration, Quick Base stores all attributes now.

  4. Click Save.

Provisioning users

  1. Select Users, then select People.

  2. Click Add Person.

  3. Provide First name, Last name, Username, and Primary email.

  4. For Password, select "Set by admin".

  5. Enter the password assigned for this user, which needs to be supplied to the user separately for their initial sign in.

  6. Select "User must change password on first login."

  7. Click Save or Save and Add Another.

Adding users to your application

  1. On the Assignments tab, click Assign and select Assign to People.

  2. Click Assign next to the people you want add to your application.

  3. If necessary, you can update the User Name, then click Save and Go Back to add more people. Once you are finished adding people, click Done.

Restrictions

The maximum length for user first name, last name, email, and username is 255 characters.

Spaces are not allowed in username and email values.

Troubleshooting

To troubleshoot errors with provisioning, read Troubleshooting IdM provisioning in the Quick Base API Guide.

Related Topics:

 

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