For organizations with many users and access reviewers, enabling a global Identity Provider (IdP) eliminates the need to manually specify additional reviewers by email, or create additional Veza user accounts for reviewers. When enabled:

• Administrators and Operators can create reviews and assign reviews for any IdP user in a domain.

• Any IdP user able to log in to Veza with single sign-on (SSO) can authenticate without the need to provision an account beforehand. See Sign-In Settings to enable SSO.

• can be auto-assigned as reviewers.

• can be used to assign reviews when you have multiple sources of employee records (e.g., contractors in one system, managers in another).

Typically, your Veza deployment engineer will perform initial IdP settings configuration during onboarding. If further assistance is needed, Veza Support can help through a support ticket.

Administrators with API access can also make these calls directly using endpoints in the private/ namespace. See the following sections for prerequisites and API request format.

Before you start

• The Access Graph must contain entities for an integrated provider data source. See the integration guides for:

Retrieving the auth_provider_id

Your Veza support representative can help retrieve the auth_provider_id. Alternatively, you can retrieve it directly with the following API calls:

GET /api/private/auth_providers

This will return a list of all configured authentication providers. To find the correct value:

1. Identify which authentication provider your users use to log in to Veza:

   • If using SAML: Find the entry with "auth_provider_type": "SAML_AUTH_PROVIDER" and "enabled": true

   • If using OIDC

Example response excerpt for a SAML provider:

In this example, the auth_provider_id would be 2017389d-a2e1-4849-a596-c1a1bd308fbc.

You can also check the current Global IdP settings:

GET /api/private/workflows/access/global_settings/idp_settings

Note: These endpoints require an administrator API key to access.

For detailed API endpoint documentation including request examples, see .

Update global identity provider settings request

PUT /api/private/workflows/access/global_settings/idp_settings

Enable Veza to suggest reviewers from the graph by specifying the SSO auth_provider_id and identity provider data source instance_id:

Notes:

• auth_provider_id identifies users with entries in the local user database and will also map correlated graph entities.

• There can be several instances of an identity provider for a given user_type.

• instance_id

Examples

Replace <AUTH_PROVIDER_ID> with the id value retrieved from /api/private/auth_providers for your SSO provider.

Okta:

Microsoft Azure AD:

Custom Identity Provider:

SSO External ID Integration

When your SSO provider doesn't guarantee unique email addresses across your organization, Access Reviews can use a configurable external ID from your SSO authentication to reliably match users for reviewer assignment and auto-assignment features. This integration requires coordination between your SSO attribute mapping configuration and the Global IdP settings described above.

The key relationship is between the SSO external ID configured in your SAML or OIDC attribute mapping and the user_identity_property setting in your Global IdP configuration. These values must contain matching data for users to be correctly identified during Access Reviews operations.

For example, if your Okta integration uses idp_unique_id as the user_identity_property (sourced from Okta's login field), you would configure your SSO external ID mapping to read from the login attribute in your SSO provider claims, since both properties contain the same unique identifier values for each user.

This alignment enables Access Reviews to:

• Reliably match SSO authenticated users with their corresponding graph entities during reviewer assignment

• Auto-assign managers and resource owners based on graph metadata, even when email addresses are not unique

• Maintain consistent user identification across SSO authentication and Access Reviews workflows

To configure SSO external ID for Access Reviews integration, see the SSO attribute mapping documentation for your authentication method. The external ID configuration is part of your SSO setup and works automatically with existing Global IdP settings once properly aligned.

Validating global identity provider settings

Test your configuration by creating a review and selecting reviewers:

• If the user_type, instance_id, and instance_id_property are correct, identities from the graph will appear in the suggestions.

• If auth_provider_id is correct, SSO users should only appear once in the scenario above. The local user entry is filtered from the list. Only the user record from the graph entity will appear.

Testing SSO External ID Integration

When SSO external ID is configured, you can verify the precedence hierarchy and fallback behavior:

Precedence Verification: Create a test user with both email and external ID values in your SSO provider. When this user authenticates to Veza and appears in reviewer assignment, the system will use their external ID for Access Reviews user matching, taking priority over email-based matching.

Fallback Testing: Configure a test user with email but no external ID value in your SSO provider claims. This user should still authenticate successfully and be available for reviewer assignment, demonstrating that missing external ID values automatically fall back to email-based matching without authentication failures.

Configuration Alignment: Verify that the external ID values from your SSO provider match the data in your user_identity_property field for graph entities. Users should be consistently matched between SSO authentication and reviewer assignment, enabling reliable auto-assignment features even when email addresses are not unique in your SSO provider.

Expected behavior when configured correctly:

• Identities from the graph appear in reviewer suggestions (validates user_type, instance_id, instance_id_property)

• Each SSO user appears only once as their graph entity (validates auth_provider_id)

If you see duplicate users (both local user and graph user for the same person):

• The auth_provider_id does not match your SSO provider's ID

• Retrieve the correct value from /api/private/auth_providers and update your configuration

Overview

Alternate manager lookups provide enhanced review auto-assignment by allowing Veza to identify managers from multiple sources of identity metadata. This is particularly useful if your organization has complex identity structures with more than one identity provider (IdP).

You may need to configure an alternate identity provider for manager assignments to enable:

• Automatic manager assignment for contractors tracked in a separate IdP (e.g., a custom OAA IdP) with managers from a primary IdP (e.g., Okta).

• Auto-assigning access reviews involving users in the main IdP (e.g., Okta Users), when manager information is maintained in another system (e.g., Oracle HCM).

By supporting cross-source manager lookups, Veza ensures consistent and accurate access review assignments, regardless of where user or manager identities are maintained.

Example Implementation

Alternate lookups are intended for situations where you have a primary identity provider and additional sources of identity in another system. For example, you might import identity data for contractors via a custom CSV, and want to have their access reviewed by managers who are Okta users. In this case, you want to ensure that:

• Contractor access reviews are assigned to their actual managers (who are Okta users).

• Even if the contractor identity lacks a direct manager attribute in the custom IdP, Veza can still identify the correct manager from Okta.

With an alternate manager lookup, you can configure Okta as a primary IdP, and a the imported CSV provider as the secondary IdP. When a contractor's access is reviewed, the system will first check if they have a linked user in Okta. If no linked user or manager is found, it uses the alternate lookup settings to find the appropriate manager in Okta.

How It Works

When creating an Access Review, administrators can choose to auto-assign rows to individual managers. Veza will identify managers using one or more identity providers.

For auto-assignment to function:

• Users in the review must be linked to an identity, either in the main IdP, or one of the alternate lookups. This connection is made based on the attribute mapping in your Global IdP settings.

• The connected identities must have an attribute that contains one or more identifiers used to look up each user's manager(s). The attribute could be managers or any other attribute configured in your settings (manager_identity_property). The value in this attribute must match the value of the main IdP's user_identity_property.

Veza supports looking up managers from both primary and alternate identity providers:

1. Primary IdP Lookup: The default method uses the main (e.g., Okta) to find managers based on configured manager properties.

2. Alternate Manager Lookup Settings: When the primary lookup fails, the system can use one or more alternate IdP settings to find managers.

The lookup settings configuration includes:

• User Type: The type of user in the alternate IdP User, e.g., OAA.Oracle HCM.HRISEmployee

• User Identity Property: The property used to identify users across systems, e.g., customprop_manager_employee_number

• Manager Identity Property: The property containing the manager reference, e.g.,

Order matters when configuring more than one alternate source of identity. Veza will check the primary IdP first, then the first alternate lookup, then the second, and so on, until a manager is found or all options are exhausted.

Notes:

• For reviews initiated using the main IdP (e.g., Okta), the system will look up managers from alternate sources (e.g., Oracle HCM).

• The system will also try alternate lookup methods if the primary lookup fails.

• The manager identity property can contain a single value or a list of values.

Manager Lookup Process Flow

API Configuration

Currently, identity providers for review auto-assignment are managed using a private/ API request. Your Veza support representative can help configure this global setting.

You can also use an administrator to call the endpoints below:

• PUT /api/private/workflows/access/global_settings/idp_settings

• GET /api/private/workflows/access/global_settings/idp_settings

The global IdP settings request takes an idp settings object for the primary IdP configuration, and one or more secondary IdPs defined in alternate_manager_lookup_settings

For example: