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Eptura Knowledge Center

# 1 - Initial Integrations

We have a collection of pre-build integration applications, which make it easy to manage single sign-on, provision HR, and sync data across your corporate apps and systems into SpaceIQ.

Note: There is an IT user role that gives your IT team member access to the integration settings. See User Roles Overview and Assign User Roles and Permissions.

Set up the Employees

Step 1. Set up the HR System and Employee Import

Your people are the heart of your business. When it comes to scheduling, budgeting, and workplace planning, they are the most important factor of all. Our software integrates employee data so SpaceIQ remains updated with your employees' on-boarding and off-boarding from your business.

We recommend the following options for user provisioning:

  • Option 1 – SCIM Integration and User access via SSO
  • Option 2 – Multiple SCIM Integrations and User access via SSO
  • Option 3 – Custom SCIM Integration and SSO
  • Option 4 – SCIM Integration and User access via Manual Login
  • Option 5 – Employee data transfer via SFTP and User access via SSO
  • Option 6 – Employee data manually imported and User access via SSO
  • Option 7 – Employee data manually imported and User access via Manual Login

For more details, see Provisioning and SSO

Important Note about Employee Data

We recommend that you upload your employee data first as the order that the initial data is loaded will affect the relationship between the employees and the building they will be located in.

The location relationship is defined in the Employee data's Location column and this will populate the Building’s HR Location drop-down. This relationship will save you a lot of time when it comes to seating your employees. For more explanation, see Building and Employee Location Relationship.

Step 2. Set up the Single Sign On (SSO)

Single Sign On (SSO) is the most popular method for SpaceIQ’s customers to access the app. It allows a user to log in once to their network and thereby gain access to several network connected programs, eliminating the need to login into each system individually.

Each employee is represented in SpaceIQ as a system user and the employee object has a number of attributes that need to be mapped to your internal user model.

For more details, see Provisioning and SSO

Step 3. Assign your User Roles to your Employees 

The User Roles define permissions for users so they can perform space-planning tasks and view specific data. The Admin assigns a user role to each employee, determining their system permissions and defining their SpaceIQ user experience.

The default role for employees is the Viewer and they only have access to floor maps and searches. Learn more about user roles, see:

Next Onboarding Step