Auvik SaaS Management’s integration with Dialpad allows you to automate common employee lifecycle tasks - granting and revoking access to the applications when needed to ensure compliance and give techs time to work on higher value tasks. See real-time, in-depth license data to help you maintain control over your software usage and spend. This includes a breakdown by license type, associated usage details, and last login timestamps.
For frequently asked questions about Dialpad SaaS Ops Integration, click here.
For how to uninstall Dialpad SaaS Ops Integration, click here.
Prerequisites
Before installing the Dialpad integration, ensure that you have:
- Required Auvik SaaS permissions to install integrations
- From the Partner Hub: Default Admin
- From the Client Hub: Client Admin
- A valid account for Dialpad with any necessary administrative privileges required
- An active subscription for Dialpad
- Any necessary API keys or access tokens (if applicable)
We recommend using a dedicated account with all integrations. This allows you to set a role with minimal permissions. The integration will stop working if this user’s account in Dialpad is deactivated.
Configuration & Setup
The Dialpad integration can be configured using OAuth2 protocol.
- Select Configure
- Select the appropriate Server - production or sandbox, and enter the Bearer Token
- Click Connect
- Log in with an account that has administrator privileges
- Grant permissions to Workato if asked
If you have configured the integration successfully you will be taken back to Auvik SaaS Management and the Integration will showcase as Connected.
How to Leverage Dialpad with SaaS Ops
Review step by step instructions and any additional information specific to this integration including some FAQs.
Available Functionality
Offboarding
- Deletion: Delete the user from Dialpad. Deleted users are placed in the Deleted Users tab for 72 hours before permanent deletion.
- Data Retention: Call history and similar data will be kept based on any existing retention policy.
Onboarding
- Add user
License Data
- License Type Breakdown: a breakdown of the total and unused accounts by license type
- Real-time Updates: On demand license data refresh
- Last Login Timestamp: Showcase the last login time per account
- User Count: See which users have leveraged the licensed account