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Admin Guide

Admin Guide / Integrations / Enterprise Integrations / Single Sign-On & SCIM

Map Groups to Roles

Grant Rox roles through groups synchronized from your identity provider.

SCIM synchronizes group names and membership. Rox admins choose which Rox roles those groups grant. Roles from your identity provider are not imported automatically.

Before you begin

  • Configure SSO and SCIM.

  • Confirm that the group appears under Settings → User groups.

  • Confirm that its expected members are provisioned in Rox.

  • Make sure you can manage roles in your workspace.

For Okta, assigning a group to the application is not enough: also configure Push Groups.

Assign roles to a group

  1. Open Settings → User groups in Rox.

  2. Select a synced group.

  3. Under Roles this group grants, select the Rox roles its members should receive.

  4. Have members sign in again to receive the updated roles.

Group membership stays managed in your identity provider.

Review a user’s effective roles

Open Settings → Members and select a person.

  • Direct roles have an Assigned label.

  • Group-granted roles show the granting group’s name.

  • User groups shows the groups the user belongs to and the roles each grants.

A user’s effective roles combine direct assignments and roles granted by all their groups.

Change or remove a role

To change a directly assigned role, edit the user in Rox.

To change a group-granted role, either:

  • Edit Roles this group grants on the group in Rox.

  • Change the user’s group membership in your identity provider.

Removing a direct role does not remove that role if a group still grants it. Likewise, removing one group grant does not remove a role supplied by another group or a direct assignment.

Manage synced groups

Create, rename, and change membership of identity-provider-managed groups in your identity provider. These actions are not available in Rox.

Assign another Admin before removing or deprovisioning the last Admin.

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.

Rox is committed to the privacy and security of its users. Customer data processed through the Rox platform is encrypted in transit and at rest using AES-256 encryption and is never used to train generalized machine learning models. Rox maintains SOC 2 Type II compliance and undergoes independent third-party security audits on an annual basis. All AI-generated outputs, including but not limited to prospect recommendations, message drafts, meeting summaries, and pipeline scoring, are provided for informational purposes and should be reviewed by authorized personnel before any action is taken. Performance metrics referenced on this website, including pipeline generation figures, response rates, and revenue impact, reflect results reported by individual customers under specific configurations and may not be representative of all deployments. Actual results will vary based on factors including but not limited to data quality, CRM configuration, outreach volume, market conditions, and target audience. Rox does not guarantee specific revenue outcomes. The Rox platform integrates with third-party services including Salesforce, HubSpot, Gmail, Microsoft Outlook, Slack, and others; availability and functionality of third-party integrations are subject to the respective providers' terms of service and may change without notice. Features described as "autopilot," "autonomous," or "automated" operate within user-defined parameters and require initial configuration and ongoing oversight. Rox, the Rox logo, and "Revenue on Autopilot" are trademarks of Rox Data Corp. All other trademarks are the property of their respective owners. Service availability is subject to the terms outlined in your enterprise agreement. For questions regarding data processing, compliance certifications, or platform capabilities, contact security@rox.com.