Hummingbird Help Center
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    • Adding additional data to a review (Custom Fields)
    • What is Hummingbird?
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    • Which browser is Hummingbird compatible with?
    • Which features should I highlight during an audit? What should I present to the regulators?
  • Analytics
    • How can I export data from an Analytics table?
    • Where can I see a summary of all my cases over time?
    • Where can I see a summary of all the stats associated with my cases?
    • Where can I see my team's workload and analyze the time it takes to complete reviews?
  • Case Management
    • How can I add tags to cases?
    • Can I delete cases that were created by accident?
    • Can I make changes to a case that’s already been submitted for approval?
    • Can I set ongoing monitoring/reminders for certain cases? Where can I find these cases?
    • How can I add an approver in within a review?
    • How can I assign a review to a team member?
    • How can I change the assignee name on a completed review?
    • How can I configure workflows in Hummingbird?
    • How can I confirm that a file has successfully been imported in Hummingbird?
    • How can I create a new case?
    • How can I create triggers for a case?
    • How can I filter my cases by review type?
    • How can I reorder existing columns or add columns on my dashboard?
    • How can I see time-sensitive (high priority) cases?
    • How can I verify that the cyber event indicators have been imported correctly?
    • How can I view details of a case or work on a case?
    • How can I view and manage Subject data?
    • How can I see all Profiles associated with my cases?
    • How do I complete a review (from start to finish)?
    • How do I manually import data into Hummingbird?
    • How does the timestamp work in Hummingbird?
    • How can I download case files?
    • How should I manage case names in Hummingbird?
  • Collaboration
    • Are comments included in SAR filings or other reports?
    • How can I alert a team member to a case?
    • How can I manage a joint SAR?
    • Where can I find my in-app notifications?
    • Where can I leave comments for team members in Hummingbird?
    • How can I add formatting to my Narratives?
    • Where can I manage my email notifications?
  • Data Integrations
    • How should I integrate transaction monitoring alerts? What’s the recommended data flow?
    • Reporting Credit Card Numbers on SAR Forms
    • What are the minimum data requirements for importing transactions?
    • Why did Hummingbird reject my file import? Why did my file fail to import?
    • When importing data to existing cases, how are locked cases handled?
  • Features
    • Batch Filings w/ FinCEN
    • Case File Attachments
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      • Expectations
      • API Interaction
      • Upcoming work
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    • Traceable Filings
    • Can I lock the information in a case?
    • Can I add custom suspicious activities to the Activities task?
    • Can I configure surveys within a workflow?
    • How can I add information to a case?
    • How can I remove a Profile from a case?
    • How can I update information for an entity?
    • How can I visualize the connections among all the entities within a case?
    • How can I visualize the location of each of the entities associated with a case?
    • How will the information in my case map to fields in Suspicious Activity Reports (SARs)?
    • What are narrative templates and where I can manage them in Hummingbird?
    • How do I manage transactions?
    • Would I get notified when a subject is involved in another case?
    • Hummingbird AI: Security & Privacy Overview
  • Hummingbird API
    • How do I generate API keys?
    • How do I get started with Hummingbird’s API integration?
    • Is there a limit on the size of API calls?
    • What’s the difference between the Alerts API and the Case API?
    • Where can I get more information about why an API call failed?
    • Can I upload files over the API?
      • Supported Mime Types
    • How do I upload larger Alerts data via API?
  • Platform Administration
    • Can Hummingbird auto-assign reviews to my teammates?
    • Can I remove certain data imports or clear out the entire import history in my sandbox or production
    • How Do I Export My Organization's History?
    • How can I switch between organizations I’m assigned to?
    • How can I view or change information about my team or organization?
    • How are Filing Institutions and Financial Institutions related?
    • How do badges (roles & permissions) work in Hummingbird?
    • How do I access my Hummingbird sandbox or production environment?
    • How do I switch the integration from sandbox to production at launch?
    • How does the out of office functionality work in Hummingbird?
    • How should I configure my firewall settings?
    • What’s the difference between the Organization tab and the Filing Institution tab in Settings?
    • Where can I check the system status of the Hummingbird platform?
    • Where can I manage my account information?
    • Where can I see a history of user activity in Hummingbird?
    • Where can I see a list of released features within the Hummingbird platform?
  • Reporting
    • Does Hummingbird guarantee that SAR filings won’t receive warnings or be rejected?
    • How can I flag transactions? How can I view the list of flagged transactions as part of the SAR?
    • How do I connect Hummingbird to FinCEN?
    • How does FinCEN process SAR filings? How long does it typically take to process these filings?
    • How does Hummingbird manage connectivity to FinCEN?
    • What happens if I mistakenly resubmit a SAR filing that has already been sent to FinCEN?
    • What is the Hummingbird SAR Filing API?
    • Where can I download a case data summary report?
    • Why are validation errors preventing me from closing out or submitting a case?
    • Does FinCEN support Unicode characters?
    • Why aren’t the dates of birth for subjects populating in the FinCEN SAR PDF?
  • User Administration
    • How can I add users to my sandbox or production accounts?
    • How can I remove users from my sandbox or production accounts?
    • How can I reset my password?
    • Password Policy
    • How do I set up two-factor authentication?
    • Do you support Single Sign-On?
    • Enabling Directory Sync (SCIM) for Hummingbird
  • Notices
    • Planned Maintenance Schedule
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On this page
  • Set up your Identity Provider (IdP)
  • Assign Badges to Directory Groups
  • Review and Enable Directory Sync

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  1. User Administration

Enabling Directory Sync (SCIM) for Hummingbird

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Last updated 8 days ago

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Directory sync in Hummingbird allows you to use your existing Identity Provider (IdP), like Okta, to create and manage user accounts and badges automatically. Once directory sync is enabled, Hummingbird will no longer allow direct management of accounts and badges through the Hummingbird UI. You’ll manage accounts and badge assignments directly within your IdP.

If you're interested in setting up Directory Sync (SCIM) for your organization, please reach out to your Customer Success Manager to start the process.

Set up your Identity Provider (IdP)

Your Hummingbird support representative will share a setup link from our SCIM provider, . This will take you to WorkOS’s self-service portal, which is customized to guide you through configuring directory sync with your IdP. The setup portal will provide a step-by-step checklist for your IT administrator to follow.

Note: You can also for Hummingbird at the same time if you wish. Just ask your Client Success Manager for the relevant instructions.

Assign Badges to Directory Groups

Once directory sync is set up, you can assign specific Hummingbird badges to user groups within your IdP. Here’s how:

  1. Create groups in your IdP: Set up any user groups that you’d like to use to manage badge assignments in Hummingbird. For example, groups such as “Hummingbird Admins” or “Hummingbird Analysts” may be helpful. Each group in the IdP will get mapped to a set of badges in Hummingbird (for example, "Hummingbird Admins" could be mapped to the Admin badge).

  2. Map groups to Hummingbird badges: Navigate to the “Directory Sync” settings page in Hummingbird, where you’ll see an option to enable directory sync:

Click “Enable Directory Sync.” A modal will pop up allowing you to assign badges to each group:

Note: make sure to assign the Admin badge to at least one group to retain management access.

Click “Assign” once your group mappings are complete.

Review and Enable Directory Sync

After setting up your badge assignments, you’ll see a summary of the changes directory sync will make:

Carefully review this preview to confirm all assignments are accurate and that all necessary Admin badges are assigned. When satisfied, click “Enable” to activate directory sync. Changes will take effect within five minutes, and future changes to users and groups in the IdP will be automatically synced to Hummingbird.

Important: Once directory sync is enabled, we cannot revert back to the pre-directory-sync state. If directory sync is disabled later, any changes made while it was active will remain and need to be updated manually in Hummingbird if adjustments are needed. Therefore, it’s crucial to review all settings carefully before finalizing the setup.

WorkOS
enable Single Sign-On (SSO)
The directory sync settings page
Assigning badges to IdP groups
Directory sync confirmation summary