Contents

Features

Requirements

Step-­by-­Step Configuration Instructions

Schema Discovery

Troubleshooting Tips

Features

The following provisioning features are supported:

• Push New Users
  • New users created through Okta will also be created in the third party application.
• Push Profile Updates
  • Updates made to the user's profile through Okta will be pushed to the third party application.
• Push User Deactivation
  • Deactivating the user or disabling the user's access to the application through Okta will deactivate the user in the third party application.
  • Note: For this application, deactivating a user means removing access to login, but maintaining the user's Chorus information as an inactive user. An admin may choose to further remove all user data in the application's user management page.
• Reactivate Users
  • User accounts can be reactivated in the application.

Requirements

Before you configure provisioning for Loom, you must have an Enterprise plan. Please reach out to your account executive or support@loom.com to enable this feature for your team.

Step-­by-­Step Configuration Instructions

To get started, reach out to the Loom Support team and let them know you want to use Okta for login and user provisioning (support@loom.com).

1. Primarily, you must enable SSO and Provisioning on Loom's side.

   1. Go to your Workspace's Settings.

   2. Go to the Security tab

      

   3. Click "Enable SSO".

   4. In the list of providers, select "Okta Application".

   5. Copy the "Connection ID" value to a safe place

   6. Click Save.

2. Now, you must verify your domain name. You can use two methods, either via an email to specific inboxes in the domain, or adding a TXT DNS record to your domain:

   

   

3. In the "Sign on" tab, go to Advanced