How to configure SSO & SCIM for your organization?
Optery provides a self-service workflow to configure SSO & SCIM for your organization. Please follow the below steps to complete integration.
NOTE: If your organization has not purchased SSO and/or SCIM via an Optery Sales Representative, please proceed to the Help Desk article here to complete the steps for purchase.
Step 1 - Login to your Optery for Business organization here.
NOTE: If you have not created an Optery for Business organization, please complete the steps here first. If you need to be invited as an Administrator, please reach out to your organization's Optery for Business Administrator for access.
Step 2 - Upon logging into your Optery for Business organization, select Organization.
Step 3 - In the Organization page, select the Single Sign-On / Provision tab.
Step 4 - Email domain url/s will automatically populate with the domain added by your Optery Implementation Manager when enabling SSO/SCIM on the backend or during purchase for self-serve customers.
NOTE: Email domain urls can be added and updated if needed. Comma separated values are supported.
Step 5 - Update Provision Default Plan. The selected plan in this field will be assigned to new members provisioned with SSO & SCIM.
Step 6 - IF NEEDED, toggle on Disable Passwords on Invites. If toggled on, invites sent to members of your organization will not require a password to be added when creating an account.
NOTE: This setting is not retroactive.
Step 7 - Select Generate SSO setup link and/or Generate SCIM setup link.
NOTE: SSO & SCIM setup links are valid for 24 hours.
Below are examples of the links that will be generated when completing the above step.
Next, proceed to the below steps to begin configuration of your SSO and/or SCIM integration.
Configuring SSO/SCIM integration
Step 1 - Upon generating your organization's personalized SSO/SCIM setup links in your Optery for Business dashboard (steps above) open the link to select your Identify Provider.
Step 2 - After selecting your Identity Provider, please complete the promoted steps in the Optery Identity Provider Wizard to complete integration.
Optional Configurations for SCIM Integration
After configuring your Identity Provider, Optery can provision/de-provision users as they're imported into the application.
Provisioning
Required: firstName, lastName, email, country
Recommended: currentCity, currentState, birthYear
Optional: role (Member or Administrator)
De-provisioning
Downgrade Only (DEFAULT) - will downgrade a member to a Free Optery plan
NOTE: If you would like De-provisioning set as Downgrade and Remove from Organization please sync with your Optery Implementation Manager. If you are not assigned an Optery Implementation Manager, please email us at support@optery.com
NOTE: The Integration Status of SSO & SCIM is made available in the Optery for Business dashboard. Awaiting status will update to Active when configuration is completed successfully.
SSO & SCIM integration can be revoked at any time by using the above toggle option found in your Optery for Business dashboard under Organization - Single Sign-On / Provision. The below prompt will appear to provide confirmation before proceeding.
NOTE: Deactivating Single Sign-On will also disable Directory Sync
NOTE: If your organization has not purchased SSO and/or SCIM via an Optery Sales Representative, please proceed to the Help Desk article here to complete the steps for purchase.
Step 1 - Login to your Optery for Business organization here.
NOTE: If you have not created an Optery for Business organization, please complete the steps here first. If you need to be invited as an Administrator, please reach out to your organization's Optery for Business Administrator for access.
Step 2 - Upon logging into your Optery for Business organization, select Organization.
Step 3 - In the Organization page, select the Single Sign-On / Provision tab.
Step 4 - Email domain url/s will automatically populate with the domain added by your Optery Implementation Manager when enabling SSO/SCIM on the backend or during purchase for self-serve customers.
NOTE: Email domain urls can be added and updated if needed. Comma separated values are supported.
Step 5 - Update Provision Default Plan. The selected plan in this field will be assigned to new members provisioned with SSO & SCIM.
Step 6 - IF NEEDED, toggle on Disable Passwords on Invites. If toggled on, invites sent to members of your organization will not require a password to be added when creating an account.
NOTE: This setting is not retroactive.
Step 7 - Select Generate SSO setup link and/or Generate SCIM setup link.
NOTE: SSO & SCIM setup links are valid for 24 hours.
Below are examples of the links that will be generated when completing the above step.
Next, proceed to the below steps to begin configuration of your SSO and/or SCIM integration.
Configuring SSO/SCIM integration
Step 1 - Upon generating your organization's personalized SSO/SCIM setup links in your Optery for Business dashboard (steps above) open the link to select your Identify Provider.
Step 2 - After selecting your Identity Provider, please complete the promoted steps in the Optery Identity Provider Wizard to complete integration.
Optional Configurations for SCIM Integration
After configuring your Identity Provider, Optery can provision/de-provision users as they're imported into the application.
Provisioning
Required: firstName, lastName, email, country
Recommended: currentCity, currentState, birthYear
Optional: role (Member or Administrator)
De-provisioning
Downgrade Only (DEFAULT) - will downgrade a member to a Free Optery plan
NOTE: If you would like De-provisioning set as Downgrade and Remove from Organization please sync with your Optery Implementation Manager. If you are not assigned an Optery Implementation Manager, please email us at support@optery.com
NOTE: The Integration Status of SSO & SCIM is made available in the Optery for Business dashboard. Awaiting status will update to Active when configuration is completed successfully.
SSO & SCIM integration can be revoked at any time by using the above toggle option found in your Optery for Business dashboard under Organization - Single Sign-On / Provision. The below prompt will appear to provide confirmation before proceeding.
NOTE: Deactivating Single Sign-On will also disable Directory Sync
Updated on: 17/06/2025
Thank you!