Trackops offers the ability to automatically onboard new users who authenticate with single-sign on. This process works with no additional configuration.
In some situations, however, users may require additional configuration based on the attributes provided during authentication. Trackops allows the ability to attach user provisioning rules to the identity provider configuration to check for certain user configurations and apply custom values to the user profile.
Creating a User Provisioning Rule
To create a user provisioning rule, you must already have created an identity provider.
To get started, click Settings > Identity Providers, and click on the Identity Provider you would like to configure. From here, click the Identity Providers tab and review the configuration.
Note: User provisioning must be enabled to for rules to be applied.
To create a new user provisioning rule click Add User Provisioning Rule and fill out the form.
- Name - Choose a name that best describes the purpose of the rule.
- Conditions - Create at least one condition that should be satisfied before applying values. You can add a condition by clicking the Add Condition button and selecting the Condition Type you wish to apply.
- Values - Create at least one value that will be applied after ALL conditions are met. You can add a value by clicking the Add Value button and selecting the Value Type you wish to apply. Some value types can accept multiple values. To apply multiple values, simply add a new value using the same Value Type again.
Condition Types
| Type | Description |
| SAML Attribute | A list of pre-defined SAML attributes that may be passed along with SAML SSO authentication. |
Value Types
| Type | Multiple Values | Description |
| Case Type Restriction | Yes | Prevents users from creating cases outside of the selected case type restriction list, defined on a client contact profile. |
| User Role | No | The user role associated with this user. |