Skip to main content

Bob Connection

Making the initial connection to Bob

Updated over a month ago

Connecting Bob to Drata enables automated checks and evidence collection. This integration provides details about personnel hire and separation dates, as well as employment status.

Prerequisites

  • You must have admin access to your company’s Bob account.

Connect Bob

  1. Select Connections on the side navigation menu.

  2. Select the Available connections tab, search for Bob, and select Connect.

  3. The slide-out panel will provide step-by-step instructions (see below).

Use a Service User

Bob recommends using a service user to make third-party API requests. Follow the steps in the next sections to create the service user and assign the necessary permissions.

Create the Service User and Permission Group

Create the Service User:

  1. Navigate to your System Settings.

  2. In the left side navigation, select Integrations.

  3. Select Manage under Service Users.

  4. Create service user, enter the name of the service user, and save the Service User ID and Token

  5. Select Go to permission groups.

Create the Permission Group:

  1. Select Create permission group and then Service user.

  2. Enter the Group Name and select the service user. The service user will be the name of the account you just previously created.

  3. Confirm you changes.

Configure Data Access

You can decide whose data members can access.

  1. On the Permission groups page, go to the People's data tab.

  2. Under Whose data can members access, select Select people by condition.

    • You can select by condition and filter to the desired employees.

  3. Under People's Data add the following permissions.

    • People:

      • Email

        • View selected employees' email addresses

      • Employment

        • View selected employees' Employment sections

        • View selected employees' Employment section histories

      • History

        • View selected employees' profile changes history

      • Lifecycle

        • View selected employees' Lifecycle sections (This is needed to surface Employment Status)

        • View selected employees' Lifecycle section histories

      • Personal Contact Details

        • View selected employees' Personal contact details sections

      • Work

        • View selected employees' Work section histories

9. Click Save and Apply the changes.

Link your Bob account

In Drata, enter the Service Account User ID and Token you created earlier.

Generating API Key

Another supported connection method is for an admin user to create an API key with certain scopes. When generating an API key, verify you select the following two items as approved scopes to give access to all the necessary employee and employment information:

  • Full employee read

  • Employee fields read

Did this answer your question?