Initial Setup Steps for Identity Provisioning with Workteam

This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to Workteam.

Note: For detailed instructions on operating Workteam, please refer to the documentation provided by Workteam.

Item Details
Pre-check
  • Workteam administrator privileges are required.

Setup Flow / Manual

Note: After connecting TrustLogin and Workteam using the steps on this page,
 please proceed to configuring user synchronization.

Provisioning Target Supports user provisioning
Supports group provisioning
SAML Authentication Setup Manual
Notes
  • None in particular

 

Setup Steps

Workteam Settings

  1.  Log in to Workteam with administrator privileges.
     
  2. Select "Organization settings" from the left menu.


     

  3. Select the "INTEGRATIONS" tab at the top of the screen.


     

  4. Click the "MANAGE" button next to "SCIM User Provisioning".

     

  5. You will be taken to the "SCIM User Provisioning Configuration" screen.
    If SCIM is not enabled, click the "Enabled" button to turn it on.

     

  6. The "SCIM Configuration" fields will be displayed.
    Copy the "BASE URL" string.
    Workteam_ID_05.png
     

  7. Click the "Generate Bearer Token" button, then copy the API token displayed in "BEARER TOKEN".

    Workteam_ID_06.png

    Workteam_ID_06.5.png

    This completes the preparation on the Workteam side. Next, configure the settings on the TrustLogin side.
     

TrustLogin Settings

  1. Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
    open "Settings" next to "Identity Provisioning".
    IDProvServiceCommon01.png
     

  2. Click "Add Service".
    IDProvServiceCommon02.png
       
  3. On the Add Service screen, search for and select "Workteam", then click the "Add" button.
     
     
  4. You will be redirected to the "Identity Provisioning > Workteam" page.
    Click the "Edit" button.
     
     
  5. Open "Access Settings", enter the following values for the settings items, and click "Save".

    Connection URL Workteam Settings The value of the "BASE URL" copied in step 6
    Access Token Workteam Settings The value of the "BEARER TOKEN" copied in step 7


     

  6. Click the "Connect" button in the upper right of the screen.
    Note: When a new token is generated in Workteam, we have confirmed that it can take 2 minutes or more for the service synchronization to succeed (i.e., for the button on this screen to change to "Connected").
    zen_IDProv_03.png
     
  7. Once the button status updates to "Connected", the initial setup is complete.
    Connected_IDProv.png
     

Next step: The manual for configuring user synchronization is available here

 

Values You Can Configure in Attribute Mapping

You can map any attribute on the TrustLogin side to any attribute on the Workteam side.
For configuration instructions, see here

 

Available Default Functions

Initial Setup Steps for Identity Provisioning with Workteam

This page describes the initial setup steps for using TrustLogin as the source of identity
to perform Identity Provisioning to Workteam.

Note: For detailed instructions on operating Workteam, please refer to the documentation provided by Workteam.

Item Details
Pre-check
  • Workteam administrator privileges are required.

Setup Flow / Manual

Note: After connecting TrustLogin and Workteam using the steps on this page,
 please proceed to configuring user synchronization.

Provisioning Target Supports user provisioning
Supports group provisioning
SAML Authentication Setup Manual
Notes
  • None in particular

 

Setup Steps

Workteam Settings

  1.  Log in to Workteam with administrator privileges.
     
  2. Select "Organization settings" from the left menu.


     

  3. Select the "INTEGRATIONS" tab at the top of the screen.


     

  4. Click the "MANAGE" button next to "SCIM User Provisioning".

     

  5. You will be taken to the "SCIM User Provisioning Configuration" screen.
    If SCIM is not enabled, click the "Enabled" button to turn it on.

     

  6. The "SCIM Configuration" fields will be displayed.
    Copy the "BASE URL" string.
    Workteam_ID_05.png
     

  7. Click the "Generate Bearer Token" button, then copy the API token displayed in "BEARER TOKEN".

    Workteam_ID_06.png

    Workteam_ID_06.5.png

    This completes the preparation on the Workteam side. Next, configure the settings on the TrustLogin side.
     

TrustLogin Settings

  1. Log in to the TrustLogin Admin Page, and from the "Admin Page > Settings > Optional Features" menu,
    open "Settings" next to "Identity Provisioning".
    IDProvServiceCommon01.png
     

  2. Click "Add Service".
    IDProvServiceCommon02.png
       
  3. On the Add Service screen, search for and select "Workteam", then click the "Add" button.
     
     
  4. You will be redirected to the "Identity Provisioning > Workteam" page.
    Click the "Edit" button.
     
     
  5. Open "Access Settings", enter the following values for the settings items, and click "Save".

    Connection URL Workteam Settings The value of the "BASE URL" copied in step 6
    Access Token Workteam Settings The value of the "BEARER TOKEN" copied in step 7


     

  6. Click the "Connect" button in the upper right of the screen.
    Note: When a new token is generated in Workteam, we have confirmed that it can take 2 minutes or more for the service synchronization to succeed (i.e., for the button on this screen to change to "Connected").
    zen_IDProv_03.png
     
  7. Once the button status updates to "Connected", the initial setup is complete.
    Connected_IDProv.png
     

Next step: The manual for configuring user synchronization is available here

 

Values You Can Configure in Attribute Mapping

You can map any attribute on the TrustLogin side to any attribute on the Workteam side.
For configuration instructions, see here

 

Available Default Functions