Optery offers a variety of integration options for onboarding business plan users, including SAML / SSO and SCIM, as well as bulk invite via CSV file.

A) Create SAML / SSO Connection

Your Optery integration contact will send you a personalized integration link to your SAML / SSO connection setup wizard that looks something like this:

example.com/s/tdSoseLtPa8nTV98ZriBPxW (example link - not a valid link)

If you need your personalized SAML / SSO integration link, please contact your Optery integration contact(s).

After clicking your integration link, select your identity provider from the list.

Optery SSO Identity Provider Configuration

After selecting your identity provider, complete the SSO / SAML setup wizard. After the connection is complete, SSO from your company domain (e.g. mycompany.com) will be enabled through this connection.

Optery SAML Identity Provider Wizard


B) Create SCIM Connection

Your Optery integration contact will send you a personalized integration link to your SCIM connection setup wizard that looks something like this:

example.com/s/6ttGBraWiNPN0a0q9J (example link - not a valid link)

If you need your personalized SCIM integration link, please contact your Optery integration contact(s).

After clicking your integration link, select your directory provider from the list and complete the SCIM setup wizard.

Optery SCIM Directory Sync Configuration

After configuring your directory sync, Optery can provision / deprovision users as they are imported into the application.

For the provisioning action, these are the fields we will map:
Required: firstName, lastName, email, country
Recommended: currentCity, currentState, birthYear
Optional: role (admin or member)

For the deprovisioning action, inform your integration contact(s) of your preference:
Disconnect from organization (default and recommended) - User receives an offboarding email from Optery with the option to self-manage their account as a personal account going forward
Completely delete the covered member’s records and data


C) Member Single Sign-On Experience

Your covered members will sign up or login via the SSO button from the sign up or login pages:

https://app.optery.com/login

https://app.optery.com/signup

Optery SSO Single Sign-On

After the user enters their email, they will be redirected to your identity provider’s authorization page.

Optery SSO Single Sign-On to Identity Provider


D) Questions?

Questions about Optery can be answered on our Help Desk, by contacting your company administrator, or by emailing support@optery.com
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