User provisioning & deprovisioning
With SCIM functionality, super admins of Enterprise organizations can quickly and easily provision and deprovision users in Asana from their identity management provider. Your organization can also be used to configure with SCIM. SCIM provisioning allows super admins to:
- Create a new user
- Update a user's profile attributes (Okta and Azure AD only)
- Import Asana users into their identity management provider
- Import Asana teams into their identity management provider (Okta only)
- Create teams in Asana from their identity management provider (Okta and Azure AD only)
- Deactivate a user
The following provisioning features are not supported by Asana:
- Reactivating users
- Deleting teams in Asana
Set up provisioning
To use SCIM provisioning, you will need to connect your organization's Asana account with one of our supported identity providers. Setup will vary according to the identity provider you use. Asana supports SCIM provisioning via:
Super admins of Enterprise organizations can quickly and easily provision and deprovision users in Asana from Okta. The integration between Asana and Okta relies on an industry-standard protocol called SCIM that allows super admins to:
- Create users: Okta users assigned to the Asana application in Okta are automatically added as Members to your organization in Asana.
- Update user’s profile attributes: Attributes such as userName, title and department for a user’s profile can be synced from the user’s Okta profile to Asana.
- Import users: Users created in Asana can be imported in Okta either matched against existing Okta users or created as new Okta users.
- Import groups: Teams created in Asana can be imported as groups in Okta. Take into account Okta does not allow you to manage memberships of these imported groups.
- Push groups: Groups and their members in Okta can be pushed to Asana (as Asana teams and team members).
- Link groups: Existing teams in Asana can be linked to groups in Okta after importing the teams from Asana.
- Deactivate users: Users can be deactivated in Asana if they are no longer assigned to the app in Okta.
The following provisioning features are not supported at the moment:
- Reactivating users
- Deleting teams in Asana
Importing Users or Groups with emojis in names to Okta will cause failure as Okta only supports characters encoded with 3 bytes or fewer.
Please ensure that you meet the following requirements before turning on SCIM for your organization.
- You’re a super admin for an organization in Asana that’s on the Enterprise tier.
- You have the correct Okta plan for provisioning users via SCIM. Please see Okta’s Lifecycle management offerings for more information.
If you meet these requirements, use the following steps to enable SCIM for your organization.
Step 1: Add Asana’s Okta integration app to your Okta account
Login to Okta and add Asana’s Okta integration:
- Click on Applications on the sidebar
- Click on Browse App Catalog
To add Asana:
- Click on Collaboration and Productivity
- Click on Asana
Step 2: Connect your organization’s Asana account to your Okta account
To use SCIM provisioning, you will need to connect your organization’s Asana account with your Okta account.
Complete the following steps in Asana
Login to a super admin account on Asana, and navigate to the admin console menu by clicking on your profile picture in the top right, and clicking on Admin console.
Navigate to the Apps tab.
Click Add service account.
Adding service account will generate an API key, that you can use in the Provisioning tab in the Asana app within Okta.
Complete the following steps in Okta
Login to your Okta admin portal and under the Applications tab, navigate to the Asana application.
To connect Asana to your Okta account:
- Click on Provisioning
- Under the Settings sidebar click on Integration and click on Configure API Integration
- Check the Enable API integration box
- In the API Token field, enter the token you received in your service accounts tab in Asana.
- Click on Test API Credentials to verify the token is set up correctly
- Click Save to save your configuration in Okta
Step 3: Set up provisioning options for Asana in your Okta account
Under the applications tab, navigate to the Asana app and click on Provisioning.
To set up provisioning options:
- Under the Settings sidebar click on To App
- Click on Edit at the top right
- Enable user provisioning options for the Asana app and click Save to apply integration settings
We recommend you enable Create Users, Update User Attributes, and Deactivate Users.
Use the Import tab to reconcile the users detected in Asana with the users you have in your Okta domain. Import any Asana users that you’d like to create or assign Okta accounts for.
Administer the users assigned to Asana as you would with SAML using the Assignments tab. Users will now be automatically kept in sync with the Asana members list.
Step 4: Map provisioned users into teams in Asana
To map Okta groups to Asana teams, you can decide to push new groups into Asana or link groups in Okta to existing teams in Asana. If you’re linking groups, please ensure that the teams you’d like to map them to are already set up inside Asana. Find out more about how to create a team in Asana in the guide article here.
In the Okta admin portal:
- Go to the Asana app and click on Refresh App Groups in the Push Groups tab to update any imports or changes that occurred in Asana. This ensures that all groups from the target app are represented in Okta.
- Click the Action button (Group Push Settings) if you want the ability to rename a group in Asana when linking. We recommend not renaming the app group to avoid any unintended changes to team names in Asana.
- Click on Push Groups
- Select By name and use a keyword to find the group in Okta
- When the group appears in the table, click the Match results and push action drop-down menu. Choose Link Group if you’re trying to map a group to an existing team. Otherwise, select Create group. Click Save to apply integration settings.
Please note that deletion of teams in Asana from Okta isn’t supported by this integration
Please use the Teams tab in the admin console in Asana to manage and delete teams.
Step 5: Configure attribute mappings for Asana
To configure and map attributes to user profiles in Asana, please follow the following steps.
- Go to the Asana app and click on the Provisioning tab.
- Configure the right options under the Asana Attribute Mappings section.
- Select Create or Create and Update from the choices under the Apply on column.
|Attribute||Type||Info||Notes on limitations|
|userName||string||Unique identifier for the User, typically used by the user to directly authenticate to the service provider. Each User MUST include a non - empty userName value, and it must be an email address. REQUIRED.|
|name||complex||The user’s name|
|name.given||string||Unsupported, use formatted|
|name.familyName||string||Unsupported, use formatted|
|name.formatted||string||The full name of the user|
|emails||complex||Email addresses for the user|
|emails.value||string||Email address for the user|
|email.primary||string||Whether this email address is the preferred email address for this user. True may only appear once for this attribute.|
|title||string||The user's title, such as "Vice President".|
|department||string||Identifies the name of the department that the user belongs to.|
|preferredLanguage||string||Indicates the User's preferred written or spoken language. Used for selecting a localized user interface; e.g., 'en_US' specifies the language English and country US.||“Preferred language” can only be set for a user when the user is being created in Asana. Updates to the preferredLanguage field in Okta for existing Asana users don’t get reflected inside Asana.|
|Active||boolean||Indicate whether the user’s account is active in Asana.|
Step 6: How to update your current Asana - Okta integration
If you’re currently using the Asana - Okta integration, please use the following steps in order to enable/access the latest updates.
- Click on Provisioning
- On the left sidebar, click on Integration
- Click Edit
- Uncheck the Enable API integration and click Save.
Then, click on Edit again, check Enable API integration, enter the API token and click Save. Then, enable provisioning features. After this, you’ll see new attribute updates and integration capabilities reflected in the integration.
Assigning the Asana app to users in Okta will create that user profile within Asana, and trigger the same behavior as if they had been invited to Asana. It's important to note this when informing users that they have been assigned the Asana app.
When creating or updating users, the users must have email addresses that correspond with the Asana organization. Organization guests will continue to be provisioned and deprovisioned, and managed within the admin console's Members tab only.
Learn how to configure SCIM provisioning using OneLogin here.
To enable SCIM functionality with non-natively integrated IdPs please check the necessary accepted attributes here.