> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.optery.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # 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](https://help.optery.com/en/article/how-to-purchase-sso-scim-for-your-organization-d9njdo/) to complete the steps for purchase. **Step 1 -** Login to your Optery for Business organization [here](https://business.optery.com/login). * NOTE: If you have not created an Optery for Business organization, please complete the steps [here](https://help.optery.com/en/article/getting-started-with-optery-for-business-for-administrators-1r0e5wi/) first. If you need to be invited as an Administrator, please reach out to your organization's Optery for Business Administrator for access. ![Login to Optery for Business](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-06-16-at-81735_tcb5ci.png) **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. ![Single Sign-on / Provision tab](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-06-16-at-73250_mcqrrr.png) **Step 4 -** Email domain/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 domains can be added and updated if needed. Comma separated values are supported. ![Domains](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-06-16-at-82347_glwnzn.png) **Step 5 -** Update Provision Default Plan. The selected plan in this field will be assigned to new members provisioned with SSO & SCIM. ![Provision Default Plan](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-06-16-at-83634_17yb043.png) ![Select Default Plan](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-06-10-at-12005_1t1ymt9.png) **Step 6 - Review Organization Settings** **IF NEEDED,** toggle on Disable Organization Direct Sign-Up. If toggled on, members will not be able to sign up directly, members will only be able to sign up via an invite or SCIM. **IF NEEDED,** toggle on Disable Passwords on Organization. * If toggled on and only SSO is configured, invites sent to members of your organization will not require a password to be added when creating an account. * If toggled on and SSO & SCIM are configured, invites sent to members of your organization will not require a password regardless of this setting being enabled. * NOTE: This setting is not retroactive. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2026-04-27-at-13626_6qn30z.png) **Step 7 -** Select Generate SSO setup link and/or Generate SCIM setup link. * NOTE: SSO & SCIM setup links are valid for 24 hours. ![Generate Setup Link](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-06-16-at-84206_1hptxrl.png) Below are examples of the links that will be generated when completing the above step. ![Setup Links Generated](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-06-16-at-84448_1iatud0.png) 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. ![Select IDP](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-06-10-at-12718_1mvr45w.png) **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** Optery can provision/de-provision users as they're imported into the application. **Provisioning** * Required: firstName, lastName, email, country * Recommended: currentCity, currentState, birthYear If your organization is utilizing **Okta**, please complete the below steps to configure your new custom plan attribute. * NOTE: If your organization has purchased only one type of plan (Core, Extended or Ultimate) a new custom plan attribute does not need to be configured as all members will default to the Provision Default Plan setting in your Admin Dashboard. After completing Step 3 - Set up Attribute Mapping in the Optery Identity Provider Wizard, begin adding your new custom plan attribute. **Step 1 -** Within your Okta Admin Console, go to the Applications page, select Applications and then select the Provisioning tab. ![Okta Admin Console](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-90814_3jre6l.png) **Step 2 -** Scroll to the middle of the page and select Go to Profile Editor ![Go to Profile Editor](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-91349_24219p.png) **Step 3 -** Select the Edit icon on any existing attribute. ![Edit existing attribute](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-91634_z8w6go.png) **Step 4 -** Copy the existing External namespace and then select Cancel. ![Copy existing External namespace](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-93954_1malvon.png) **Step 5 -** You will then be redirected back to the Profile Editor page. Next, select Add Attribute. ![Add Attribute](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-94312_1oh6vta.png) **Step 6 -** Create a new attribute with the below details included and select Save. * Ensure plan is all lowercase * Paste the copied External namespace in the previous steps to the External namespace field for the new attribute * Set Attribute to Group * Select Save ![Create a new attribute](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-94633_sg4zzv.png) **Step 7 -** Within your Okta Admin Console, go to the Directory page and select Groups. ![Groups](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10114_wvepqk.png) **Step 8 -** Select Add Group and create a new group for each type of plan your organization has purchased. (Ultimate, Extended and/or Core). ![Add group](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10140_7mutj5.png) ![Ultimate](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10200_5m90gr.png) ![Extended](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10201_1eq61s1.png) ![Core](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10204_n4blui.png) **Step 9 -** Once your Groups are created, select one of your applicable Groups. * NOTE: The next steps must be completed for all applicable groups for your organization. ![Select one of your applicable Groups](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10270_bcc1ao.png) **Step 10 -** After selecting your newly created Group, you will then be directed to the below page. Next, select Applications. ![Applications](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10312_gh593y.png) **Step 11 -** Select Assign applications. ![Assign Applications](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10341_2hmt5.png) **Step 12 -** Select Assign to the Optery Application. * NOTE: Your application may be named differently based on what naming convention you used when creating your new application. ![Assign](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10372_1o10egb.png) **Step 13 -** Scroll to the bottom of the Assign Applications page to \*(depending on which plan you selected) and input the applicable plan name. Then select Save and Go Back. * For example, if you've selected the Ultimate Group, plan will require Ultimate. ![](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10422_1y5c6fx.png) ![Input applicable plan name](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10465_1crq1xd.png) **Step 14 -** Optery will then be Assigned to the group as seen in the screenshot below. Next, select Done. ![Select Done](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10504_1yoiznd.png) Optery is now assigned to the applicable Group as seen below. ![Optery is now assigned to the applicable Group](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-07-16-at-10531_dz5uj8.png) **De-provisioning** * Downgrade and Remove from Organization - will downgrade a member to a Free Optery plan and remove the member from your organization 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. ![Integration Status](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-06-16-at-75737_a0rupj.png) 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 ![Disable Single Sign-on](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-06-10-at-12485_kgvdns.png) ![Disable Directory Sync](https://storage.crisp.chat/users/helpdesk/website/-/a/2/6/9/a2694c90838a2000/screenshot-2025-06-10-at-12490_1ljd3vi.png)