Configure Okta Provisioning for Quick Base

New identity management (IdM) integration capabilities in Quick Base are available in early access. Using the standard System for Cross-domain Identity Management (SCIM) specification, you can sync Quick Base with Okta.

Note: to participate in early access, open a support case.

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

Error Solution
Message: "Provisioning failed: Multiple users in the realm match the given user's email address." Add the SCIM external IdM username to the correct user in the realm and re-provision the user. This message appears when your realm has multiple users that share the same email address. Go to the Quick Base Manage All Users page in the Admin Console, find the user, and provide the username that matches the username stored in your IdM system for that user. After the user is saved, re-provision the user in the IdM.
Provisioning failed: Multiple users in Quick Base match the given user's email address, but none exist in the realm. Add the correct user to the realm and re-provision the user. This message appears when there are no users currently in your realm that have this email address, but multiple users exist in Quick Base that share the same email address. The user must be added to your realm for provisioning to succeed.
The updated user attribute (First name, Last name, email) is not reflected on the Quick Base Manage All Users page Make sure the user is a user whose email domain belongs to the company, or replace the API token used to configure the account with a realm admin who is an in-company user.

 

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