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Provision team members from OneLogin

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Naomi Papoushado
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Who can do this? TA_1.png

With automatic provisioning, you'll be billed whenever provisioning users with capabilities that require a coaching, professional or enterprise seat. For more info, see Plans and seats.

Prerequisites

  • You should be a OneLogin admin or work with a OneLogin admin to complete these steps.

Supported features

  • Push new users: New users created in OneLogin will also be provisioned in Gong

  • Push user updates: Updates made to the user's profile in OneLogin will be pushed to Gong

  • Push user deactivation: Deactivating the user or disabling the user's access to the application through OneLogin will deactivate the user in Gong

  • Push user reactivation: Reactivating a user in OneLogin will reactivate the user in Gong

  • Push groups: Push existing OneLogin groups and their memberships to Gong, which are then mastered by OneLogin

Step 1: Configure OneLogin in Gong

  1. Go to your company settings page > PEOPLE area > Team Member Provisioning.

  2. Select OneLogin as the provisioning source.

  3. To assign data capture, workspace, and permission settings to OneLogin groups:

    1. In the Assign settings area, click ADD ASSIGNMENT.

    2. Give the assignment a name.

    3. In the OneLogin groups area, select the OneLogin group you want to define the settings for.

    4. In the Data capture area, select the home workspace and the data capture settings for people that belong to this group.

    5. In the Workspaces and permissions area, set the permissions profile for other workspaces in your org.

    6. In the Update settings area, define how settings can be managed for this assignment:

      • Select Manual editing to manage data capture and permission settings for users in this assignment in Gong.

        After you create the assignment: if you make changes to group settings in OneLogin, they will not be pushed to Gong. However, you can edit the group settings manually in Gong.

      • (Recommended) Select Automatic updates to give OneLogin governance over data capture and permission settings in Gong.

        Define data capture and permission settings in Gong only when creating an assignment. Thereafter, other changes will only be applied to users in groups with this assignment when pushed from OneLogin.

    7. Click ADD ASSIGNMENT.

  4. For org's that don't have assignments (step 3), select the permission profile to apply to for automatically provisioned users.

    More information on permission profiles.

  5. In the Manager's provisioning settings area:

    1. Select Notify direct managers with recorded teams when a new team member is imported to keep your team managers in the loop.

    2. Select Managers can turn data capture on or off for their team to give your team managers some autonomy.

    Tip

    For more information, see "What are Manager's provisioning settings?" in the FAQ for team member provisioning article.

  6. Click Update to save your settings.

Step 2: Enable Gong in OneLogin

  • In OneLogin, enable SCIM provisioning from OneLogin to Gong.

Step 3: Map user attributes

Configure the fields for the people you want to provision in Gong.

  1. Make sure that the following mandatory fields are configured for all the users you want to provision in Gong:

    • Given name

    • Last name

    • Primary email (Note that the email domain must match your company primary domain, otherwise the user won't be imported)

  2. The following fields are optional, but it’s highly recommended to configure them for your users before provisioning in order to avoid the need for manual updates:

    Note

    Provisioned fields cannot be edited manually. If you leave a field empty, it can be manually set once in Gong. Thereafter, this field cannot be changed.

    • Manager Email: Enter the manager's email address. Without this field, Gong cannot build your org's hierarchy.

    • Phone number:

      • (865) 365-1900

      • (212) 575-1994 ext 3437

      • (317) 251-0700 ext. 468

      • (202) 903-2585 x2991

      • (206) 324-1800 x 229

      • 540.946.4600 Ext. 143

    • Primary Phone Ext: Enter the extension number

    • Secondary Email: If users have more than one work email address, configure this field. If you need more, you can define these in OneLogin so they get added in Gong.

    • Private Email: If users have a private email, configure this field.

    • Title: Enter the user's job title

    • Manager Full Name: In the format firstname lastname, e.g. John Doe. If you do not have the manager email, make sure this field is populated with the manager's full name. If neither this field or the Manager ID field are defined, Gong cannot automatically build your org hierarchy. Note that, if there's more than one manager with the same name, Gong can't set the manager for the user and you'll have to set this manually in Gong.

    • Time zone: Use any of the values from the TZ Database Name column in the following wiki link:

      https://en.wikipedia.org/wiki/List_of_tz_database_time_zones

    • State or Province: Enter the full state or province name, or two letter code according to the following ISO codes:

    • Locale: Use the following format: en-US. If you don’t define a locale for a user, they are assigned en-US by default. This field is used in Gong to identify the user weekend in order to avoid sending notifications when the user is not working.

How is the timezone calculated?

Note

Timezone offsets (e.g. -05:00) are not supported.

Gong calculates the user timezone according to the following hierarchy:

  1. Time zone attribute from OneLogin, if provided.

  2. Country attribute from OneLogin, if provided.

  3. State-or-Province attribute from OneLogin, in a country where timezones are different between states or provinces.

  4. Default timezone, as set for the company in Gong.