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 to the correct groups.
This article will cover the basic steps for pushing groups to Coda, depending on your identity provider.
Within this article you’ll find...
Push Okta groups to Coda
The initial steps vary depending on how you’ve connected to Coda:
If you are using the Coda-built Okta connector:
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.
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 Azure groups to Coda
The basic instructions for setting up Microsoft Azure groups in Coda are below. If you don't have SCIM set up with Azure yet or you're currently using the Coda Gallery app for Azure, see instructions here. Once that’s taken care of, follow the steps below:
Navigate to the custom application in Azure Active Directory that connects to Coda.
Click Add user/group to add groups to be pushed to Coda
To immediately sync the groups, navigate to the provisioning tab and click Provision on demand to sync the groups that were added.
You can select the groups and click the Provision button in the bottom left.
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.
Open JumpCloud and navigate to the SSO tab
Locate and select Coda app
Within the Identity Management tab, enable the toggle under Group Management
Click into the User Groups tab, then choose which User Groups to bind (sync) to Coda
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.
Test it out
To check if groups setup has been completed successfully, you can:
Check the Members tab of your workspace
Go to your workspace home
Click on a workspace name in the left panel
Beneath the workspace name, click into Members & groups
Click on the Groups tab. Here you should see all groups that have been pushed via SCIM.
Share a doc with a group
Click the Share button in a doc within your Enterprise workspace
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.
When you find a group, hover over the group name to view group members. Click View all members to see the full list.
Note: When you share a doc with a group and choose to send a notification, everyone in the group will receive the share notification.