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Okta Provisioning Guide

Configure Limble to Sync with Okta

Ty Houy avatar
Written by Ty Houy
Updated over a month ago

Overview

This article will walk you through how to set up Okta with Limble, which will allow your team to use Okta to create SSO for your users.

Table of Contents

Requirements

  1. An Enterprise account with Limble CMMS

  2. An Okta account set up with provisioning.

  3. Okta groups configured with users for Limble CMMS

  4. Completed the Okta OIDC Setup Guide

Supported Features

Save time and automate error-prone tasks by setting up provisioning in Okta and Limble. Once completed, you can:

  • Create users

  • Create groups

  • Update user attributes

  • Update group attributes

  • Update group members

  • Deactivate users

  • Import users

  • Import groups

Procedure

Go to Settings > Manage SSO.

Select your SSO Provider. In this case, we'll select "Okta."

Click “Generate SCIM Token,” and copy the token that appears into your clipboard. This is the Okta API Token.

Set Up the Okta Application to Send User Data to Limble

Here, you are defining Okta’s ability to add, edit, and remove users from Limble.

  1. Log into your Okta account. Within "LimbleCMMS," select “Provisioning.”

  2. Select "Integration."

  3. Press the “Edit” button

  4. Enable API Integration

  5. Add the Base URL:
    a) 21 CFR customers: https://21cfr-scim.limblecmms.com/scim/v2
    b) Canada servers: https://ca-scim.limblecmms.com/scim/v2
    c) All other customers: https://us-scim.limblecmms.com/scim/v2

  6. Paste in the API Token you copied from Limble.

  7. Click on “Test API Credentials”
    a) If it doesn’t work, double-check your URL and Token.
    b) If that doesn’t work please contact Limble Support.

  8. Press “Save.”

Enable Permissions in Okta to Manage Limble Users

Here you are defining Okta’s ability to add, edit, and remove users from Limble.

  1. Select “To App”

  2. Click “Edit”

  3. Enable “Create Users,” “Update User Attributes,” and “Deactivate Users.”

  4. Click “Save.”

Push Okta Groups to Limble

Find your Okta groups - by name, for example - save them, and then push them to Limble. To do this, select "Push Groups," select your group, and then click "Save."

Edit your users and groups as desired.

Assign Groups to Limble

In the Assignments tab, click “Assign" and select "Groups" from the dropdown.

Then, click “Assign” next to LimbleCMMS.

Configure Okta Groups in Limble

After the groups have been assigned and pushed, when you refresh your Limble web app, the groups and users attached to them should appear.

You can then click the “+” button and add roles and associated locations to each of the Okta groups.

These roles will then be applied to each of the group’s users.

(Note: the roles will only be editable from the Manage SSO page.)

Known Issues / Troubleshooting

Provisioned users need to be attached to at least one Okta group that is pushed to Limble. This is how initial SSO user permissions are assigned in Limble.

If you don’t see users on the Manage Users page, verify SSO users are members of an Okta-provisioned group assigned to Limble.

We suggest naming Okta groups according to their roles and locations.

Related Articles

Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.

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