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Push user groups to Coda

For Enterprise org admins: Learn how to use SCIM to push groups from your identity provider to Coda, for easier sharing of docs and folders.


Customers on our Enterprise plan can use SCIM to push user groups from your identity provider to Coda. With these groups in Coda, you can more easily share docs and folders with the correct groups.

This article will cover the basic steps for pushing groups to Coda, depending on your identity provider.

Please note that you must configure SCIM for your Enterprise org before you can start pushing groups. If you haven’t yet done so, check out the instructions here.


Within this article, you’ll find...

 

Push Okta groups to Coda

Initial steps

The initial steps vary depending on how you’ve connected to Coda:

  • If you are using the Coda-built Okta connector:

    1. Navigate to your Coda application. You should see a new tab for Push groups (for more information on Okta's push groups feature, please see this article).

    2. Jump to the Push user groups section below

  • If you've connected Coda to Okta using a custom SCIM 2.0 app:

    • Navigating to Applications, and find Coda

    • Within the integration settings, click Edit

    • Check the box next to Push Groups (under Supported provisioning actions)

      • If you do not see the Push Groups setting, please reach out to Okta support to have it enabled for your org.

    • Once that setting is enabled and the page is refreshed, a new tab for Push Groups will appear. Now you can continue to the next section.

Push user groups

Once you’ve followed either of the steps above, you should be seeing a Push Groups tab. Within this tab, select the Push Groups button to add a push. You can choose to find groups to push by name or rule.

Image of the push groups section in Okta.
 

In that tab you can select which groups you’d like to push to Coda. Note that you’ll have to push groups here in order for them to be accessible to users in your Coda workspace to use for sharing.

When adding groups by name to push, groups should be suggested as you type in the name - select the one you're looking to add, check the box or leave it blank to indicate whether you'd like the group to immediately be pushed when you save and click Save.

When adding groups by rule to push to Coda, you can filter groups by their name and description. You can choose filters for the criteria including Starts with and Ends with. Check the box or leave it blank to indicate whether you'd like the group to immediately be pushed when you save and click Save.

Push Google Groups via Okta

If your organization uses Google Groups to organize users and Okta to provision access, you can perform a one-time sync of Google Groups to Okta to get an initial import of Google Groups to Coda.

To do this in Okta (full instructions here), navigate to the Google Workspace app in Okta. Click the Provisioning tab and select Integration in the Settings list. Click Edit. Select the Import Groups check box if it is not enabled by default. Finally, click Save.

Once you have your Google Groups imported to Okta, they’ll be accessible to add to Coda as any other Okta groups would be, and can be pushed to Coda with the instructions above.

If you are not on an Enterprise and/or would prefer to share with Google Groups directly, check out this article for instructions.

 

 

Push Microsoft Entra ID groups to Coda

The basic instructions for setting up Microsoft Entra ID groups in Coda are below. If you don't have SCIM set up with Entra ID yet or you're currently using the Coda Gallery app for Entra ID, see instructions here. Once that’s taken care of, follow the steps below:

  1. Navigate to the custom application in Entra ID Active Directory that connects to Coda.

  2. Click Add user/group to add groups to be pushed to Coda

  3. To immediately sync the groups, navigate to the provisioning tab and click Provision on demand to sync the groups that were added.

  4. You can select the groups and click the Provision button in the bottom left.

Image of the users and groups provisioning section in Entra.


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Push JumpCloud groups to Coda

Org admins can follow the steps below to push user groups from JumpCloud to Coda. Note that you must have already configured SCIM for Coda.

  1. Open JumpCloud and navigate to the SSO tab

  2. Locate and select Coda app

  3. Within the Identity Management tab, enable the toggle under Group Management

  4. Click into the User Groups tab, then choose which User Groups to bind (sync) to Coda

    1. Note that you’ll have to select groups here in order for them to be accessible to users in your Coda workspace to use for sharing.

Image of the user groups section in JumpCloud

 

 

Test it out

To check if the groups setup has been completed successfully, you can:

Check the Members tab of your workspace

  1. Go to your workspace home

  2. Hover over a workspace name in the left panel and click on the three-dot menu that appears

  3. Select the Members & groups option from the list

  4. Click on the Groups tab. Here you should see all groups that have been pushed via SCIM.

Share a doc with a group

  1. Click the Share button in a doc within your Enterprise workspace

  2. In the text field at the top of the Share menu, type in the name of a group that should be available. It should appear as an option to select.

  3. When you find a group, hover over the group name to view group members. Click View all members to see the full list.

Gif showing a user share with a group.
 

Note: When you share a doc with a group and choose to send a notification, everyone in the group will receive the share notification.

 

 

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