Partner onboarding guide
The practical operating guide for the hosted partner portal.
Open Partner program
Pilot Okta assessment delivery from an Atomation-hosted partner portal.
Pilot partners route Atomation evidence into customer-approved review, remediation, and implementation work with read-scoped assessment runtime and a tenant-addressed hosted workspace for each client. Final partner authorization hardening must be validated before live client onboarding.
Atomation is preparing its SAML and SCIM integration for Okta Integration Network submission. The integration is not yet approved or listed by Okta.
Program boundary
For approved Okta, IAM, security, and compliance partners.
Atomation gives approved partners a hosted portal for repeatable Okta assessment delivery without turning every engagement into a custom spreadsheet exercise. Reports and evidence stay routed through customer-approved workspaces.
- Atomation hosts the portal at
{partner-slug}.atomation.io. - Every client gets a tenant-addressed workspace at
{client-slug}.atomation.io. - Partner records link users to client workspaces; final role and session enforcement validation is required before live client onboarding.
- Routine scans request 31 read scopes. The permanent connector app also holds
okta.appGrants.manage, which Atomation excludes from scans and reserves for a future reviewed workflow targeting that configured app; Okta does not enforce self-targeting. - Evidence and reports route only to approved recipients.
- Rule changes ship through reviewed, tested, signed releases; no automatic production rule-update claim.
- Reports distinguish findings, context, and follow-up recommendations.
Fit
Confirm the customer question
Guide →Okta posture, audit evidence, remediation, renewal, or handoff need.
Boundary
Set access and routing
Guide →Customer-approved assessment access, exact connector grants, recipients, data boundary, and report scope.
Handoff
Route the next step
Guide →Internal fix, partner project, or Atomation-supported remediation planning.
Partner resources
Everything you need to run the first review
Service models
Baseline, manual follow-up review, remediation support, and clearly labeled roadmap work.
OpenHosted workspace model
Atomation-hosted partner portals, child workspaces, and read-scoped routine-scan boundaries.
OpenContact
Discuss partner fit and first customer opportunity.
OpenBring one customer question and a clear evidence boundary
The first partner review should produce a report, an approved handoff, or a scoped remediation path.