Setup your account on the WorkOS Dashboard.

Manage your Team

You can manage your team from your account settings page. Select the "Workspace" left menu option from the main dashboard to see a list of users on your team's WorkOS Dasboard.

To invite members, select the "Invite team member" button. When adding a member, you'll be prompted to select a role for this new member. The following roles are available:

  • Admin - Admins are able to invite members, change roles of existing members and revoke access in addition to capabilities available to a member.
  • Member - Members are able to edit and view resources in the WorkOS dashboard.

Manage your billing

You can manage billing from your account settings page. Select the "Workspace" left menu option from the main dashboard, and then select the "Billing" tab.

If you don't have billing set up, you can input your credit card information. This also unlocks access to your Production environment in the dashboard. If you have billing set up, you'll see a link to your Billing portal.

Manage your user account

You can manage your user account from the profile page. Select the dropdown menu under your name in the top right corner, and then select the "Profile" menu option.

On the Profile page, you can update your email notification settings. At this time, it's not possible to update your user information. Reach out to us if you need this information updated.

Change the theme

You can change the dashboard theme from the dropdown menu under your name in the top right corner.

Client ID

Navigate to the Configuration page on your WorkOS Dashboard to see your Client ID. This is needed in many API calls, including the Get Authorization URL endpoint. The Client ID is specific to the environment in the WorkOS dashboard.

Redirect URIs

Set your allowed Redirect URIs on the Configuration page. The Redirect URI is the callback route where you'll receive a code if a user successfully authenticates. You can then exchange this code for a user profile via the Get Profile and Token API endpoint.

Check out our Redirect URI tutorial for information on Redirect URI best practices.

Configure global OAuth providers

You can configure global settings for Google OAuth and Microsoft OAuth on the Configuration page. These providers allow anyone that can log in to Google or Microsoft to authenticate to your application. Our provider documentation on Google OAuth and Microsoft OAuth can help you set up these authentication methods.

Configure the Admin Portal

You can set the Admin Portal Redirect Link on the Configuration page. This is where users will be directed after setting up a connection in the Admin Portal. We also offer custom labeling of the Admin Portal. Reach out to us to learn more.

Set up custom attributes

On the "Custom attributes" tab of the Configuration page, you can define custom standardized attributes for your Directory Sync connections. By default, fields like first_name and email are standardized in Directory Sync. However, you may want to standardize other fields, such as manager. On the Configuration page, you can set the custom attributes you'd like to standardize.

When custom attributes are configured, you can map them to a specific attribute for a given directory sync connection.

The attribute mapped needs to be found in the raw_attributes of the directory user, and once mapped to a custom attribute, you'll see it in the custom_attributes for a Directory User. Check out our blog post on custom attributes for more information.

Provision demo credentials

On the "Demo credentials" tab of the Configuration page, you can set up Okta demo credentials to test your integration with WorkOS. Check out our blog post on demo credentials for more information.