User Auto-Provisioning

Important things to note about auto-provisioning:

  • Auto-provisioning is only supported for users logging into one of the eGain consoles or the knowledge portal.

  • Auto-provisioning is only supported for department-level users.

  • Auto-provisioning allows for the use of custom attributes.

  • Roles, languages, user profiles, and guided help profiles, still need to be configured at the group level even with auto-provisioning enabled.

To configure auto-provisioning:
  1. From the Partition and Departments dropdown menu, go to the partition space.

  2. From the Navigation menu, browse to Security > Single Sign-On > Licenses.

  3. On the List page toolbar, select a department from the dropdown.

  4. Select user groups from the various departments in the partition.

  5. Click the Options optionsbutton under the Actions column and select Assign Licenses.

  6. In the Assign Licenses window, from the list of available licenses, select the desired licenses for that group. This maps user groups to licenses and allows the application to automatically assign licenses to users based on the groups in which they reside. Users of the groups selected here acquire the necessary licenses immediately upon being created or updated in the system when they are authenticated via OIDC.

  7. Click the Save button.

  8. From the Navigation menu, browse to Security > Single Sign-On > Configurations.

  9. On the Properties page, select Agent from the dropdown.

  10. On the General tab for your OIDC configuration, in the Create or update user account on login field, click the Toggle button to enable the filed. For more information about configuring agent single sign-on, see Configuring Single Sign-On for Agents.

  11. Click the Save button.