Engagedly Integrations

Integrating Namely with Engagedly

By integrating with Namely, an organization can sync all its users details from Namely to Engagedly with a click of a button. SSO or Single Sign On can also be achieved as the authentication process for Engagedly can also be delegated to Namely

Namely Integration

Below are the details on integrating Namely and Engagedly to meet both the prior scenarios. Note: Before beginning the integration process, make sure you are a ‘Site Administrator’ in Engagedly and an ‘Administrator’ in Namely as well.

EngagedlyStep 1

Syncing Users from Namely

Let your employees transform how they request and receive feedback with MS Teams. Managers’ comments or critiques can be shared quickly and easily – enabling the entire team to become part of a more engaging feedback process. Quick and convenient feedback processes lets your team members instantly share requests, comments or views – all through MS Teams.

Engagedly

Log into Namely as an Administrator then click on API from the header dropdown. If you do not get the API link, please contact Namely for further assistance.

Engagedly

Now in Namely, you have to create a permanent access token. To do that fill the input field with the name ‘Engagedly’ under ‘New Permanent Access Token’ section and click Create.

Engagedly

The above action will create an access token. The access token is only visible for a short period of time, so make sure you copy the access token first.

Engagedly

Then switch to Engagedly and go to the Namely Integration page. Paste the access token you copied beside the field Access Token, check ‘Enable Sync Users’ and fill the Organisation Subdomain field with the subdomain of your organization in Namely. Then, save the settings.

On saving the setting, a button ‘Sync User’ will appear on the bottom left corner of the form. Click the button to sync users. If all the settings are fine, Engagedly will start syncing the users. If not, you will receive an error message.

Engagedly

Single Sign On With Namely

Log into Engagedly as the Site Administrator, then navigate to Settings > Integration (under Organization Section) > Namely.

Engagedly

Copy the Redirect URL. We will be needing it.

Engagedly

Log into Namely as Administrator then click on API from the header dropdown. Now in Namely, you have to setup an OAuth2 application. To do that, click New Application under Your OAuth2 Applications.

Engagedly

Now fill in the form as:

  • Name: Engagedly
  • Website: https://engagedly.com
  • Redirect URL: URL copied earlier on from Engagedly

Then click Submit.

Engagedly

The above action will create a new OAuth2 application. Click on to the Application and copy the Client Identifier and Client Secret.

Engagedly

Now go back to the Engagedly Namely Integration page. Paste the value of Client Identifier beside label Client Identifier and Client Secret beside label Client Secret, check Enable SSO, and fill the Organisation Subdomain field with the subdomain of your organization in Namely, then save the settings.

You have successfully delegated the authentication process of Engagedly to Namely, do not forget to have a test run before trying anything.

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