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Coupa Success Portal

Risk Assess User Sync

Introduction

Coupa user accounts may now be synchronized from Coupa to Risk Assess. The Risk Assess User Sync feature allows Coupa customers with a Risk Assess license to sign in once to access the Risk Assess application. User Sync provides an integrated and seamless experience for users who navigate between multiple Coupa applications.

How it works

Risk Assess User Sync allows Coupa administrators to synchronize user accounts from Coupa to Risk Assess. 

User accounts only synchronize one way—from Coupa to Risk Assess.

Link Coupa tenant to Risk Assess

First, we must enable Risk Assess on the Configure Entitlements page. On your Coupa instance, go to /entitlements > scroll down to Supplier > click Enable Risk Assess.

sso-entitlements-screenshot.png

Next, we must create a new OIDC client. Go to Setup in the navbar > Open Connect clients under Company Setup.

Open Connect Clients.png

Click the Create button at the top of the page. Give the client an appropriate Name and fill in the Redirect Uris with the Risk Assess environment you wish to configure with SSO.

redirect URI.png

The Redirect Uri is case sensitive and must include the HTTP/HTTPS protocol.

Now, we must configure the Risk Assess server on the Support page.

On your Coupa instance, go to /support > scroll down to Coupa Risk Assess (CRA) Configurations

CRA Configurations.png

Enter the Risk Assess server URL (e.g., https://rportal.hiperos.com/Account/Login?) and source_url (e.g., https://example.coupahost.com) formatted like the following: https://rportal.hiperos.com/Account/Login?source_url=https://example.coupahost.com

The source URL is case-sensitive and must include the HTTPS protocol.

Risk Assess is now enabled on this Coupa instance and the Risk Assess server is now configured. Now, we must create a Coupa user in Setup.

Create a user in Coupa

Coupa - Create User.png

To create a user in Coupa, go to Setup > Company Setup > Users. Click the Create button to begin creating a Coupa user. Complete in the required fields under User Details, then select the following fields:

Field Description
Licensing > Risk Assess license This field synchronizes the user's Coupa account with the user's Risk Assess account. If the user does not previously have a Risk Assess account, an account will be created.
Roles > Risk Assess User This field is required for all Risk Assess users.
Roles > Admin OR User Select either Admin or User depending on their role in Risk Assess.

Coupa - Create New User.png

Click the Create button to complete your user. Please ensure the new user has Risk Assess role ID assigned. For example:

  • Risk Assess role name: Risk Assess User
  • Role ID: 166

Click the Create button at the bottom of the page to finish creating your new user account. Upon creation of the new user account, the User Sync feature automatically creates a Risk Assess account that is linked to that user's Coupa account.

Coupa users with a Risk Assess license may access Risk Assess at Suppliers > Risk Assess in the navigation bar.

Coupa - Risk Assess Login.png

View user in Risk Assess

CRA - Coupa Admin - Internal Users-active.png

In Risk Assess, go to Admin > User Management and Security > User Management to view the User grid. Search any of the fields for the newly synchronized user account.

Only active users are visible in this grid.

CRA-Wade-Wilson.png

The newly synchronized Risk Assess user account is not editable within Risk Assess. To update this user account, all changes must be made in the user's Coupa account.

The following fields are referenced between Coupa user accounts and Risk Assess user accounts listed in order of precedence:

  1. Coupa ID*
  2. Username
  3. Email
  4. Active
  5. First Name
  6. Last Name
  7. Business Phone Number
  8. Address: Street1, Street2, City, State, Postal Code, and Country Code

*Coupa ID is not visible in the User grid.

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