This guide assumes you have read the how to sync the manager attribute into Atlas guide, which describes the prerequisites for syncing the manager attribute with Okta.
Integration Overview
Atlas determines the manager of a user by taking the value received for the manager field (manager.value
) and looking for a match by either email (if the value was an email) or user id (if the value was an id). Think about the manager.value
as a reference to another person.
Only email and user ID are valid ways to reference the personās manager.
For example, here is the simple reporting line consisting of three people, where the top manager (right-most person) doesn't have manager.value
set. This is usually the case with the company's Founders, CEOs, etc.
In this case, the reference is made via the email value (notice the values for the manager.value
field in the blue boxes and how they refer to the person's manager).
And here is the same example but with the references made via the user IDs (notice the values for the manager.value
filed in the blue boxes and how they refer to the person's manager).
Step 1: Create the new field
In Okta, create a new field for the Atlassian application.
This step will define the structure of the field we receive at Atlassian when a new user is created/updated, so itās important to ensure that you follow the correct schema definition:
Namespace | urn:ietf:params:scim:schemas:extension:enterprise:2.0:User |
External name | manager.value |
IT IS IMPORTANT to ensure that the external name and namespace are defined exactly as described above (as specified by the SCIM specification in RFC 7643 section 4.3). Everything else won't be recognized by Atlassianās Cloud API and will be discarded.
Go to the Atlassian application and select āGo to profile Editorā under the āProvisioningā tab
In the profile editor, select āadd attributeā and configure as defined below
Step 2: Map Oktaās attribute to the newly created field
Map the newly created field to the internal Okta field that contains the manager value. The value we expect to receive is a string containing either the email
or the internal user-id
of the userās manager.
Go back to the āProvisioningā tab of the Atlassian Cloud application
Scroll to the bottom of the page and select āShow Unmapped Attributesā
Edit the new āManagerā attribute, which was created in the previous step
Select āMap From Okta Profileā under the āAttribute valueā and then select the correct field in Okta that has the managerās email or id
To keep it in sync, make sure āCreate and updateā is checked to send updates to Atlassian when the user is created or updated
Step 3: Re-sync your users
Re-sync your user base once the mapping is complete and youāre ready to send the new information to Atlassian.
Step 4: Confirming the sync
You can check the progress of the sync by visiting admin.atlassian.com and navigating to āSecurity ā Identity Providers ā Your Okta Directoryā, and checking the āUser provisioningā info.
Once the sync is complete, visit a user profile in Atlas, Jira, or Confluence to see the new section for āReporting linesā, which shows the userās manager and direct reports or peers.
Troubleshooting
I still donāt see the reporting line after following all the steps
Ensure that there are no typos in the manager
field created in Step 1. The namespace should be urn:ietf:params:scim:schemas:extension:enterprise:2.0:User
and the external name manager.value
.
Also, confirm that your Okta users have a manager attribute that itās either the email or the user id of their manager and that you have mapped this attribute to the newly created field as described in Step 2.
You might also have to re-sync all users and ensure that the users were indeed resynced to Atlassian by looking at Oktaās logs.
There is a āmissing profileā in the reporting line
Typically, one person in the organization has no manager (e.g., the CEO). It is important to ensure that this person's manager field is empty and has no value set to it on Okta to prevent the
missing profile
error (shown below)
Still having a problem with following the steps above?
Contact us through the āgive feedbackā button in the navigation bar of Atlas, and weāll assist you.