Initial Setup Steps for Identity Provisioning with Whimsical

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

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

Item Details
Pre-check
  • Whimsical administrator privileges are required.
  • SAML configuration in Whimsical is required.
Setup Flow / Manual

Note: After connecting TrustLogin and Whimsical 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

Whimsical Settings

  1. Log in to Whimsical with administrator privileges and click "Settings".
    Whimsical_ID_02.png

  2. Click "REVEAL" next to "OAUTH TOKEN" under "SCIM provisioning" to display it.

    Whimsical_ID_05.png

  3. Copy the displayed "OAUTH TOKEN".
    Note: You will not be able to view the token again after "Save". Please make sure you copy it without omission.

    Whimsical_ID_06.png


    This completes the preparation on the Whimsical 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 "Whimsical", then click the "Add" button.
    [Whimsical]_ID_14.png
  4. You will be redirected to the "Identity Provisioning > Whimsical" page.
    Click the "Edit" button.
    [Whimsical]_ID_15.png
  5. Open "Access Settings", enter the following value for the settings item, and click "Save".

    Access Token Whimsical Settings The "OAUTH TOKEN" value you copied in step 3

    [Whimsical]_ID_16.png

  6. Click the "Connect" button in the upper right of the screen.
    NotConnected_IDProv.png
  7. Once the button status updates to "Connected", the initial setup is complete.

    [TestRail]_ID_10.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 Whimsical side.
For configuration instructions, see here

Available Default Functions

Initial Setup Steps for Identity Provisioning with Whimsical

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

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

Item Details
Pre-check
  • Whimsical administrator privileges are required.
  • SAML configuration in Whimsical is required.
Setup Flow / Manual

Note: After connecting TrustLogin and Whimsical 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

Whimsical Settings

  1. Log in to Whimsical with administrator privileges and click "Settings".
    Whimsical_ID_02.png

  2. Click "REVEAL" next to "OAUTH TOKEN" under "SCIM provisioning" to display it.

    Whimsical_ID_05.png

  3. Copy the displayed "OAUTH TOKEN".
    Note: You will not be able to view the token again after "Save". Please make sure you copy it without omission.

    Whimsical_ID_06.png


    This completes the preparation on the Whimsical 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 "Whimsical", then click the "Add" button.
    [Whimsical]_ID_14.png
  4. You will be redirected to the "Identity Provisioning > Whimsical" page.
    Click the "Edit" button.
    [Whimsical]_ID_15.png
  5. Open "Access Settings", enter the following value for the settings item, and click "Save".

    Access Token Whimsical Settings The "OAUTH TOKEN" value you copied in step 3

    [Whimsical]_ID_16.png

  6. Click the "Connect" button in the upper right of the screen.
    NotConnected_IDProv.png
  7. Once the button status updates to "Connected", the initial setup is complete.

    [TestRail]_ID_10.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 Whimsical side.
For configuration instructions, see here

Available Default Functions