Integrating SailPoint with HelpScout
HelpScout is a leading customer support platform that centralizes customer conversations across email, live chat, and a knowledge base (Docs). It's focused on delivering a great customer experience through its shared inbox and collaboration tools. Integrating SailPoint with HelpScout brings identity governance capabilities to the management of your HelpScout users and their access. This ensures that only the correct employees, with the appropriate permissions, have access to sensitive customer information and support inboxes, maintaining compliance and security.
For a reference to the terminology specific to SailPoint products, refer to Source and Connector Definitions.
Note
To view the latest features, enhancements, and fixes for all SaaS connectors, refer to the SaaS Release Notes page.
Supported Features
The HelpScout connector supports the following:
Account Management
- Aggregate Active Users
Entitlement Management (Role)
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Aggregate Roles
Note
Entitlements are aggregated with Users.
Supported Managed Systems
- HelpScout
Important
Quick Compliance connectors have the following manual aggregation limits within a 24-hour period:
- Organization Admins: Limited to 3 manual account or entitlement aggregations per day per source. This limit is cumulative across all admins in the organization.
- Regular Users: Limited to 1 manual account or entitlement aggregation per day per source.
These limits ensure that individual compliance statuses are kept up to date while maintaining continuous compliance monitoring. If you need to run additional aggregations beyond these limits, contact SailPoint Support.
Required Permissions
Ensure the following prerequisites are met before proceeding with the configuration:
- An administrative user must access to all users or should be admin.
- Create an OAuth2 application to receive Client ID and Client Secret in HelpScout.
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Use the Client ID and Secret in SailPoint.
Resource Link
Note
You need to provide both Client ID and Client Secret.