Okta
A new customer success manager needs access to the customer context their team works from. An administrator needs to know that access changes when people change roles or leave. Connect Okta to Cust to manage both from the identity system your team already uses.
Let people sign in with their work identity, provision their membership automatically, and assign the right Cust role. Keep onboarding, role changes, and offboarding together in Okta.
One place to manage your team's access
Sign in with Okta
Use OpenID Connect (OIDC) to sign in from Cust or the Okta dashboard. New users can join as Members on their first successful sign-in, while existing Cust accounts are retained.
Require SSO for your team
Verify your email domains with DNS, then require single sign-on for those domains. Choose whether members can still be invited from Cust or should join through Okta.
Automate membership and roles
Use SCIM to create, update, deactivate, and reactivate members. Assign Admin, Builder, or Member access from Okta. With Okta Identity Governance, manage those roles through access requests and reviews.
End active sessions from Okta
Use Universal Logout with supported Okta logout controls to revoke a user's active Cust sessions. SCIM deactivation also removes their organization membership and revokes their sessions.
Connect your team's identity
Connect single sign-on
An owner or admin opens Settings, then Single sign-on in Cust. Configure the Okta connection using the values shown for your organization's region and assign the users who should have access.
Verify and test
Verify your team's email domains, enable SSO, and test sign-in with an assigned user. Once the connection works, choose whether to require SSO for your verified domains.
Manage the full lifecycle
Enable SCIM provisioning and map your Cust roles in Okta. Test creation, a role change, deactivation, and reactivation before assigning the rest of your team.
Give your team access with confidence.
Bring Cust into your existing identity setup. Follow the guides to connect Okta, or talk with us about rolling Cust out to your team.
Need help? Contact us at [email protected]