OneLogin provisioning setup

Who can do this? Tech admin

When setting up provisioning, ensure team members have the necessary Gong seat. Features that require seats won't be available until seats are assigned.

Set up OneLogin to provision to Gong

In OneLogin you must allow provisioning from OneLogin to Gong and define the fields that will be synced.

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

2. The following fields are mandatory when provisioning with Gong:

   • Given name: mapped to the First name of the team member

   • Last name: mapped to the Last name of the team member

   • Primary email: mapped to the Email address of the team member. The email domain must match your company’s primary domain, otherwise the user won't be imported.

3. 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 can’t be edited manually. If you leave a field empty, it can be manually set one time in Gong. After this, the field can’t be modified.

   • Phone number: mapped to the team members 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: mapped to the team members Extension

   • Secondary Email: mapped to team members Additional email addresses. Used for additional ways to identify the user. Includes both additional email addresses and email aliases. See Primary and additional email address.

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

   • Title: mapped to the team member’s Job title

   • Manager Email: (Recommended) Enter the manager's email address. The manager’s email is required for building the company hierarchy. If you set the assignment to automatic updates, this field must be provided.

   • Manager Full Name: In the format firstname lastname, e.g. John Doe. The manager’s full name should be provided if you can’t provide the manager’s email. 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. This method is not recommended for building the company hierarchy.

   • 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:

     • US: ISO 3166-2:US

     • Canada: ISO 3166-2:CA

     • Australia: ISO 3166-2:AU (for Australia the state code can be 2 or 3 letters)

   • 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.

Calculating the timezone

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.

Set up provisioning in Gong

1. Go to Company settings > People > Team Member Provisioning.

2. In Provisioning source, select OneLogin. A default assignment is set up where team members imported with this assignment are not assigned any seats, data capture capabilities or permissions. You can edit this or set up assignments for different teams.

3. Click Add assignment to create a new assignment, or click an assignment you want to edit:

   1. Give the assignment a meaningful name so that you can know who should be included in the assignment.

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

   3. Select the Gong seats you want users in this group to have assigned to them.

      Note

      Ensure you assign the Gong seats required for the permissions and other settings included in the assignment.

   4. In the Workspaces and permissions area, set the permissions profile for each workspace in your organization.

   5. In the Data capture area, select which data should be captured and imported to Gong. For details see About managing team members.

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

      • Manual editing: edit team member settings manually in Gong. Changes to the group settings in OneLogin will not be changed in Gong. The first name, last name, email and manager fields can’t be edited.

      • Automatic updates: edit team member settings in OneLogin. Data capture and permission settings are defined in Gong only when creating the  assignment. Once the assignment has been set up, changes are made in OneLogin and then pushed to Gong.

   7. Click ADD ASSIGNMENT.

4. In the Team member provisioning page, in the Manager's provisioning settings area:

   1. Select Notify direct managers with recorded teams when a new team member is imported to send a notification by email when new team members are automatically provisioned.

   2. Select Managers can turn data capture on or off for their team to allow direct managers to change the data capture settings for their team members.

5. Click Update to save your settings.