Get started
Setup wizard
The Setup flow walks a new tenant from zero to “ready for membership ops” without an Okta API token.
Steps
- Directory — Copy the SCIM base URL and generate a bearer token. Configure your IdP’s SCIM client.
- Org mapping — Map profile attribute keys to hierarchy levels. Live preview shows the path for a sample SCIM User JSON.
- Targets — Connect at least one of Google, Slack, Jira, or GitHub (full connect UIs on Connections).
- First reconcile — Enqueue a tenant-wide reconcile so the worker evaluates linked resources.
Where to find it
- Sidebar → Setup
- Overview banner when setup is incomplete (dismissible)
Acceptance criteria (product)
- No Okta event-hook URL or API token as the primary path
- Directory token + one active target is enough to leave the tenant ready for identity push → membership work
- Attribute map has a live preview against sample JSON