To set user permissions, you must create permission sets in HubSpot. Okta can then assign permissions to a user if their Role in Okta matches the name of the HubSpot permission set.
To assign paid seats for users set up with SCIM, you must first purchase the seats in HubSpot and create a permission set with a paid seat. Then, in Okta, set the user's Role to be the same as the permission set.
To verify your domain, you will need to update your DNS records. Ensure you have the login details for your DNS provider and have access to the TXT records.
Set up SCIM provisioning
To set up SCIM user provisioning through Okta, you'll need to first add the HubSpot app in Okta, then assign users to the app:
What happens if I delete a SCIM user in HubSpot or Okta?
Deleting a user in HubSpot will not delete the user in Okta. However, if you remove a user's access to HubSpot from Okta, or deactivate their account in Okta, the user will be deleted in HubSpot. Adding a user to HubSpot will not add the user to Okta.
What happens to existing users in my HubSpot account when I connect Okta?
After setting up SCIM through Okta, any existing HubSpot users that match users in Okta will automatically be converted to SCIM users. HubSpot will attempt to assign the user a permission set based on their Role in Okta. If the user does not have a role in Okta that matches a permission set in HubSpot, the user will have only minimal permissions in HubSpot.
I'm seeing the error "This domain couldn't be verified", how do I fix this?
If you are seeing this error, ensure your domain has been entered correctly with no spelling mistakes. Also, check that you have copied the correct value for the TXT record from the Configuration step in HubSpot into your DNS provider.
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