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Zendesk Provisioning: Custom Roles Do Not Appear in Okta
Okta Integration Network
Overview

When adding new custom roles and renaming existing custom roles in Zendesk, the changes are not reflected on the Okta User Assignments page. 

Steps to Reproduce Issue:

  1. Create a new custom role in Zendesk. For example, the "Help Center" role.
  2. Go to the Assignments tab in the Okta Zendesk App, click the pencil icon to open the Edit User Assignment page, and check the Custom role dropdown. The new custom role "Help Center" is missing. 

    Missing role 

 

 

Applies To
  • Zendesk
  • Provisioning
Cause

When adding new custom roles and renaming existing custom roles in Zendesk, the changes are not reflected in the Okta User Assignments screen. It means the app data is not updated in Okta and needs to be refreshed.

Solution

Before using one of the following methods, please confirm that the Custom Roles are visible via API by using the URL below and replacing the tenant name with the relevant Zendesk tenant name.

 

Method 1

Go to the Okta Admin Console, then navigate to ApplicationsApplications tab and click More to select Refresh Application Data (note that this will trigger an import of application data for all applications configured with Provisioning):

Applications tab 
 

 

Method 2

Re-authenticate API credentials that are used for provisioning to/from Zendesk, which will cause the download and updating of application data into Okta (this will only refresh the application data for Zendesk):

  1. Go to Okta Admin Console and navigate to Applications > Applications > Zendesk > Provisioning > Integration > Click the Edit button.

  2. Verify that the Zendesk admin's credentials are correct, click Test API credentials, and then save them. 

Test API credentials button

  1. Afterward, go to the Assignments tab in the Zendesk App > click the pencil icon to open the Edit User Assignment page > check the Custom role dropdown to confirm that the new custom role "Help Center" is available.
    Custom Role available 

 
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Zendesk Provisioning: Custom Roles Do Not Appear in Okta