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How to configure SSO Claims
Paul Sullivan avatar
Written by Paul Sullivan
Updated over 4 months ago

In this article

Objective

Determine specific user attributes that will be incorporated into the SSO process by configuring SSO claims.

Available Claims

The following attributes are communicated through claims from your identity provider.

Description

Claim Name

Required (Y/N)

Default

Notes

First Name

first_name

N

n/a

n/a

Last Name

last_name

N

n/a

n/a

Email

email

N

n/a

n/a

External ID

external_id

N

n/a

n/a

Job Title

job_title

N

n/a

n/a

Language

language

N

en

Can be one of the following:

  • en

  • fr

  • es

Location

locations

N

n/a

Assigns a location/locations to the user.

Use a comma separated list of location external IDs.

NOTE: If this claim is present but empty, the user's location(s) is/are removed.

Role

role

N

10

Can be one of the following:

  • 5 (Call Center)

  • 10 (Staff)

  • 13 (Staff Plus)

  • 15 (Staff Advanced)

  • 20 (Manager)

  • 30 (Admin)

Staff Group

group

N

n/a

For use in conjunction with staff groups.

Value is the staff group's external ID.

NOTE: If this claim is present but empty, the user's group is removed.

Username

username

N

nameId

For more information, please refer to this article.

External Role ID

externalRoleId

N

n/a

This claim can be used to support role mapping between Coconut and existing roles at your organization.

For more information, please refer to this article.

NOTE: Claims marked as required are required only at the time the user is created. To allow new users to be created when logging into Coconut through SSO:

  1. From the navigation menu, click Settings

  2. Click SSO

  3. Expand Login Settings

  4. Toggle on the Users logging in via SSO… setting to Users logging in via SSO that don’t already exist in Coconut will be created and logged in successfully

Steps

The steps to configure SSO claims vary depending on Identity Provider (IDP). Click the name of your IDP (if applicable) to be directed to additional information:

For additional information on nameID formats, please refer to this article.

Hot Tip!

If a user already exists in Coconut (for example, from being created through an Active Directory import), SSO only updates the role value (name, job title, email, username, and language do not change)

A note on access and visibility

Admin users can access Settings and configure the SSO integration settings in Coconut.

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