SSO Custom Claims Reference

Detailed information on SSO JWT claims.

When users sign in to Zenlytic through an SSO provider (Microsoft Entra, Okta, etc.), the identity provider can include custom claims in the JWT token. These claims allow you to control workspace access, user roles, and data-level permissions directly from your identity provider.

This page documents all supported custom claims, their format, behavior, and how they interact with each other.

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Overview of Available Claims

Claim Name	Purpose	Used At	Required
zenlytic_workspaces	Controls which workspaces a user can access and their role in each	Every sign-in	No
zenlytic_role	Sets the user's role across all default-provisioned workspaces	First sign-in only	No
zenlytic_user_attributes	Sets user attributes for data-level access control	First sign-in only	No

Important: There are two provisioning modes, and they are mutually exclusive. You must choose one:

• Claim-based provisioning — Use zenlytic_workspaces to explicitly control which workspaces each user can access.

• Default provisioning — Omit zenlytic_workspaces entirely. Users are auto-provisioned into all workspaces marked as "provision by default" in the organization. Use zenlytic_role and zenlytic_user_attributes to control their role and data access.

If zenlytic_workspaces is present on the token, zenlytic_role and zenlytic_user_attributes are ignored.

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zenlytic_workspaces

Controls exactly which workspaces a user has access to within an organization, and what role they have in each workspace.

Format

A comma-separated list of workspace_id:role pairs.

workspace_id:role
workspace_id:role, workspace_id:role

Example:

workspace-9e49r:develop, workspace-1geh0y:view

This grants the user the develop role in workspace workspace-9e49r and the view role in workspace workspace-1geh0y.

Valid Roles

Role Name	Description
organization_admin	Full access including workspace management across the organization
admin	Full access to the workspace except workspace management
develop	All admin permissions except editing workspace settings
develop_without_deploy	Same as develop, without the ability to deploy to production
explore	Can view dashboards, explore data, download, and chat with Zoe
view	Same as explore but without unlimited downloads
restricted	Can only view dashboards; no chat, no explore, no downloads

Roles are case-insensitive (Develop, DEVELOP, and develop are all valid).

For a full description of the permissions each role grants, see User Roles.

Behavior

On first sign-in (signup):

• The user is created and provisioned into exactly the workspaces listed in the claim.

• Each workspace entry specifies the role for that workspace.

• Workspaces marked "provision by default" in the organization are not used. The claim is the sole source of truth.

• The user's initial active workspace is set to the first workspace in the claim.

On every subsequent sign-in:

• Zenlytic syncs the user's workspace access to match the current claim value. This means:

  • Workspaces added to the claim since the last sign-in are granted to the user.

  • Workspaces removed from the claim since the last sign-in are revoked, even if access was originally granted by invitation.

  • Role changes in the claim are applied to the user's existing workspace access.

• Only workspaces within the SSO provider's organization are affected. Workspaces in other organizations the user has access to are never touched.

Absent claim (not set on the token):

• If the claim is not present at all, claim-based provisioning is not active. The user falls through to default provisioning behavior.

Validation Rules

• Each entry must contain a colon (:) separating workspace ID and role. Entries without a colon are silently skipped.

• The role must be one of the valid roles listed above. Entries with unrecognized roles are silently skipped.

• The workspace must exist, belong to the SSO provider's organization, and not be archived. Invalid workspaces are silently skipped.

• If a workspace ID appears more than once, the last entry wins.

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zenlytic_role

Sets the user's role when they are provisioned into workspaces via default provisioning (i.e., when zenlytic_workspaces is not present).

Format

A single role name as a string.

develop

Valid Values

admin, develop, develop_without_deploy, explore, view

Note: organization_admin and restricted are not supported for this claim.

Behavior

• Only applies on first sign-in (signup). This claim is not read on subsequent sign-ins.

• The role is applied to every workspace the user is auto-provisioned into.

• If the role value is invalid or cannot be resolved, Zenlytic falls back to the workspace's configured default role. If no default role is set, the user receives the explore role.

• Ignored when zenlytic_workspaces is present. Use the per-workspace role in the workspaces claim instead.

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zenlytic_user_attributes

Sets user attributes on the user's workspace memberships for data-level access control (e.g., restricting which rows or fields a user can see).

Format

A JSON-encoded array of key-value pair objects.

[{"key": "department", "value": "Engineering"}, {"key": "region", "value": "US"}]

Note: This value is a JSON string — the entire array must be serialized as a single string value in the JWT claim.

Behavior

• Only applies on first sign-in (signup). This claim is not read on subsequent sign-ins. To update user attributes after initial provisioning, use the Zenlytic UI or API.

• The attributes are applied to every workspace the user is auto-provisioned into.

• User attributes work with Access Grants to control data access. See User Attributes for more detail.

• If the JSON cannot be parsed, the attributes are set to empty and a warning is logged.

• Ignored when zenlytic_workspaces is present.

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How the Claims Interact

Decision Flow

When a user signs in via SSO, Zenlytic evaluates the claims in the following order:

Is zenlytic_workspaces present on the token?
 |
 ├── YES → Claim-based provisioning
 |         • Workspace access and roles come from the claim
 |         • zenlytic_role is IGNORED
 |         • zenlytic_attributes is IGNORED
 |         • Synced on every sign-in
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 └── NO  → Default provisioning
           • User is provisioned into organization's default workspaces
           • zenlytic_role sets the role (first sign-in only)
           • zenlytic_user_attributes sets data access (first sign-in only)

Compatibility Matrix

Claim Combination	Supported	Notes
zenlytic_workspaces alone	Yes	Full control over workspace access and roles per workspace
zenlytic_role alone	Yes	Sets role in all default-provisioned workspaces
zenlytic_user_attributes alone	Yes	Sets data access attributes in all default-provisioned workspaces
zenlytic_role + zenlytic_user_attributes	Yes	Sets both role and data access in default-provisioned workspaces
zenlytic_workspaces + zenlytic_role	No	Error on signup. On login, zenlytic_role is ignored.
zenlytic_workspaces + zenlytic_user_attributes	No	Error on signup. On login, zenlytic_user_attributes is ignored.
zenlytic_workspaces + zenlytic_role + zenlytic_user_attributes	No	Error on signup. On login, only zenlytic_workspaces is used.

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Configuration by Identity Provider

Microsoft Entra

Custom claims are configured in the Attributes & Claims section of your Zenlytic Enterprise Application. See the How-to Set up Custom Claims in Entra section for step-by-step instructions.

For zenlytic_workspaces, create a new claim with:

• Name: zenlytic_workspaces

• Value: A claim condition or transform that produces the workspace_id:role format described above.

Okta

Custom claims are configured in the Profile Editor for your Zenlytic application in Okta. See the Okta Zenlytic setup guide for details.

Add the attribute zenlytic_workspaces to your Okta app's profile and map it to the appropriate value for each user or group.

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Examples

Example 1: Single workspace, develop role

User should have develop access to workspace 42.

zenlytic_workspaces = "42:develop"

Example 2: Multiple workspaces, different roles

User is an admin in the production workspace and has view-only access to the staging workspace.

zenlytic_workspaces = "42:admin, 99:view"

Example 3: Revoking all access

User should no longer have access to any workspaces in the organization, but their account should remain.

zenlytic_workspaces = ""

Example 4: Default provisioning with role and attributes

User should be provisioned into all default workspaces with the view role and restricted to the Marketing department.

zenlytic_role = "view"
zenlytic_attributes = "[{\"key\": \"department\", \"value\": \"Marketing\"}]"

Do not set zenlytic_workspaces in this case.