How to Set Up Transfer of Ownership Features for the Okta Workflows Gmail Connector
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Overview
Setting up the Transfer of Ownership features for the Okta Workflows Gmail connector requires configuring a Google Cloud Platform project, adjusting Google Admin Console settings, and configuring the Workflows Console.
Applies To
- Okta Identity Engine (OIE)
- Okta Classic Engine
- Okta Workflows Gmail Connector Cards
- Add Delegate
- Add Send Alias
- Delete Delegate
- Delete Send Alias
- Forward Emails
- List Delegates
- Set Auto Reply
- Update User Gmail Settings
Solution
How is the Google Cloud Platform configured?
Create a new Google Cloud Project, enable the Gmail Application Programming Interface (API), and configure a service account with the necessary roles and permissions.
- In Google Cloud Platform, create a new Google Cloud Project or use an existing project.
- Click the Quickstart dropdown menu at the top of the navigation bar that displays the currently selected project, select an organization, and click New Project.
- Enter the project name and click Create.
- From the Quickstart dropdown menu at the top of the navigation bar, select the new project.
- From the Project info panel on the Project Dashboard, click ADD PEOPLE TO THIS PROJECT.
- Add the Google Workspace service account used to authorize the Workflows Gmail connection as a new principal with the Viewer role.
- Navigate to the Navigation menu, select APIs & Services, and choose Library.
- Search for and enable the Gmail API.
- Navigate to the Navigation menu, select IAM & Admin, and choose Service Accounts.
- Click CREATE SERVICE ACCOUNT.
- Enter a name and description, and click DONE.
- Click the service account in the list of service accounts to edit it.
- Navigate to the PERMISSIONS tab and click GRANT ACCESS.
- Add the Google Workspace account used to authorize the Gmail connection as a New Principal.
- Add the "Service Account User" and "Service Account Token Creator" roles to the principal, and click SAVE.
- Navigate to the DETAILS tab and copy the Unique ID.
- NOTE: This is the same as the OAuth 2.0 Client ID seen from the list of service accounts.
Configure the Google Admin Console
Add a new API client in the Google Admin Console and authorize it with the necessary Gmail settings scopes.
- Navigate to Security, select Access data and control, and choose API controls.
- Click MANAGE DOMAIN WIDE DELEGATION.
- Click Add new to add a new API client.
- Enter the Client ID copied from the service account created in the previous section.
- Add the following scopes:
- Click AUTHORIZE to save the API client.
How is the Workflows Console configured?
Create a new flow in the Workflows Console, add a Transfer of Ownership card, and configure it using the newly created Google Cloud Platform Project and Service Account.
- Create a new flow and add one of the Transfer of Ownership cards referenced in the Applies To section.
- Select the Google Cloud Platform Project and Service Account from the dropdown menus in the card options.
- Configure the card and verify that it executes successfully.
