This article explains how to set up a roles attribute on the Ramp user profile in Okta that syncs to Ramp user roles via SCIM integration.
- Ramp
- Provisioning
- Navigate to Profile Editor under Directory in the Okta sidebar menu.
- Search the Ramp application user profile.
- Click Add Attribute to create a new attribute for role assignments.
Configure the following settings:
- Enter the display name and variable name.
- Set the External name to
roles.^[type=='rampUserRole'].value. - Set the External namespace to
urn:ietf:params:scim:schemas:core:2.0:User. - Add a description.
In the Attribute enum section, configure the following roles:
| Display name | Value |
| Owner | BUSINESS_OWNER |
| Admin | BUSINESS_ADMIN |
| Cardholder | BUSINESS_USER |
| Bookkeeper | BUSINESS_BOOKKEEPER |
| Guest | GUEST_USER |
| IT Admin | IT_ADMIN |
The role attribute can remain optional. If no role value is specified, Ramp will either:
-
- Keep the user's existing role (for updates to existing users).
- Default to creating the user as a
BUSINESS_USER(for new users).
To assign roles to users, navigate to the Mappings section of the application. Rules can be created here to automatically assign roles based on:
- Group membership
- Other profile attributes
- Any combination of conditions supported by Okta's expression language
Once configured, users provisioned to Ramp will receive their designated roles based on the mapping rules.
NOTE:
- Cardholder includes both users and managers. Manager users should be assigned the
BUSINESS_USERrole. - The
GUEST_USERrole can only be assigned during initial user creation. Consider using group-based assignments to ensure users who need the Guest role receive it during their initial provisioning.
