To use Coda's sharing with groups functionality, groups must be synced from an identity provider with Coda. This feature only applies only to enterprise workspaces using SCIM (see Enable SCIM for details).

The setup process is available to users who have access to manage setup in the identity provider's system. Use the steps below to set up this functionality and unlock the ability for your team to share with groups.

Enable SCIM

Push Okta groups to Coda

Push JumpCloud groups to Coda

Push Azure groups to Coda

Test it out

Ensure that SCIM is set up with Coda for your organization (you can check under Organization settings > Provisioning). If not, get started with this guide and feel free to reach out to your Coda Customer Success Manager with questions. You’ll need to have SCIM running in order to be able to use the share with groups feature.

See instructions for getting started pushing groups to Coda with different identity providers below.

If you are using the Coda built Okta connector, 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.

If you've connected Coda to Okta using a custom SCIM 2.0 app, start by navigating to Applications > 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. Under that 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 & 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.

Note — pushing Google Groups via Okta

If your organization uses Google Groups to organize users & 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.

All set up? Test it out!

Open JumpCloud and navigate to the Coda tab of the Coda app.

Enable the toggle under Group Management under the Identity Management tab:

Under the User Groups tab, 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.

All set up? Test it out!

The basic instructions for setting up 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 to push users to Coda, see instructions here.

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.

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

All workspace members will be able to see the synced groups and members in the workspace Members tab:

You can also see synced groups from organization settings in Coda: