Navan Entity Management

const tokenRes = await fetch(`${process.env.NAVAN_BASE_URL}/ta-auth/oauth/token`, {
  method: 'POST',
  headers: { 'Content-Type': 'application/x-www-form-urlencoded' },
  body: new URLSearchParams({
    grant_type: 'client_credentials',
    client_id: process.env.NAVAN_CLIENT_ID!,
    client_secret: process.env.NAVAN_CLIENT_SECRET!,
  }),
});
const { access_token } = await tokenRes.json();
const headers = { Authorization: `Bearer ${access_token}` };

// GET /v1/bookings — retrieve bookings (records in .data array)
const bookingsRes = await fetch(
  `${process.env.NAVAN_BASE_URL}/v1/bookings?page=0&size=50`,
  { headers }
);
const { data: bookings } = await bookingsRes.json();

// Extract unique users from booking data
const users = [...new Map(bookings.map((b: any) => [b.traveler_email, b])).values()];

users.forEach((user: any) => {
  console.log(`${user.email} | Role: ${user.role} | Dept: ${user.department}`);
  console.log(`  Cost Center: ${user.cost_center} | Manager: ${user.manager_email}`);
  console.log(`  Travel Policy: ${user.travel_policy_name}`);
});

Step 2: Audit User Access and Roles

// Build an access audit report
interface UserAudit {
  email: string;
  role: string;
  department: string;
  hasManagerAssigned: boolean;
  hasCostCenter: boolean;
  hasTravelPolicy: boolean;
}

const audit: UserAudit[] = users.map((u: any) => ({
  email: u.email,
  role: u.role,
  department: u.department ?? 'UNASSIGNED',
  hasManagerAssigned: Boolean(u.manager_email),
  hasCostCenter: Boolean(u.cost_center),
  hasTravelPolicy: Boolean(u.travel_policy_name),
}));

// Flag users missing required configuration
const incomplete = audit.filter(
  u => !u.hasManagerAssigned || !u.hasCostCenter || !u.hasTravelPolicy
);
console.log(`\nUsers with incomplete setup: ${incomplete.length}/${audit.length}`);
incomplete.forEach(u => {
  const missing = [];
  if (!u.hasManagerAssigned) missing.push('manager');
  if (!u.hasCostCenter) missing.push('cost_center');
  if (!u.hasTravelPolicy) missing.push('travel_policy');
  console.log(`  ${u.email}: missing ${missing.join(', ')}`);
});

Step 3: Configure SCIM Provisioning (Okta)

SCIM 2.0 enables automated user lifecycle management. Configure in the Navan admin console:

1. Navigate to Admin > Travel admin > Settings > Identity Provider
2. Select "SCIM 2.0" as the provisioning method
3. Copy the SCIM endpoint URL and bearer token

In Okta:

1. Add the Navan application from the OIN catalog
2. Configure provisioning with the SCIM endpoint URL
3. Enable: Create Users, Update User Attributes, Deactivate Users
4. Map attributes: userName, email, department, costCenter, manager

# Test SCIM endpoint connectivity (replace with your SCIM URL and token)
curl -s -o /dev/null -w "%{http_code}" \
  -H "Authorization: Bearer ${NAVAN_SCIM_TOKEN}" \
  "${NAVAN_SCIM_URL}/Users?count=1"
# Expected: 200

Step 4: Configure SCIM Provisioning (Entra ID)

For Microsoft Entra ID (formerly Azure AD):

1. In Entra ID portal, add Navan as an Enterprise Application
2. Under Provisioning, set mode to "Automatic"
3. Enter the Navan SCIM tenant URL and secret token
4. Map attributes: userPrincipalName -> userName, department, companyName
5. Enable provisioning and set scope to "Sync only assigned users"

Step 5: Department and Cost Center Structure

// Organize users by department for policy assignment analysis
const byDepartment: Record<string, any[]> = {};
users.forEach((u: any) => {
  const dept = u.department ?? 'Unassigned';
  if (!byDepartment[dept]) byDepartment[dept] = [];
  byDepartment[dept].push(u);
});

console.log('\nDepartment Summary:');
Object.entries(byDepartment)
  .sort((a, b) => b[1].length - a[1].length)
  .forEach(([dept, members]) => {
    const costCenters = [...new Set(members.map((m: any) => m.cost_center))];
    console.log(`  ${dept}: ${members.length} users, cost centers: ${costCenters.join(', ')}`);
  });

Step 6: Approval Chain Configuration

// Define multi-level approval routing
// Configure in Navan Admin > Policies > Approval Chains
interface ApprovalChain {
  department: string;
  levels: {
    threshold: number;
    approverRole: string;
    approverEmail: string;
  }[];
}

const approvalChains: ApprovalChain[] = [
  {
    department: 'Engineering',
    levels: [
      { threshold: 500, approverRole: 'manager', approverEmail: '[email protected]' },
      { threshold: 2000, approverRole: 'director', approverEmail: '[email protected]' },
      { threshold: Infinity, approverRole: 'vp', approverEmail: '[email protected]' },
    ],
  },
  {
    department: 'Sales',
    levels: [
      { threshold: 1000, approverRole: 'manager', approverEmail: '[email protected]' },
      { threshold: 5000, approverRole: 'director', approverEmail: '[email protected]' },
      { threshold: Infinity, approverRole: 'cro', approverEmail: '[email protected]' },
    ],
  },
];

// Determine required approver for a given expense
function routeForApproval(dept: string, amount: number): string {
  const chain = approvalChains.find(c => c.department === dept);
  if (!chain) return '[email protected]'; // fallback
  const level = chain.levels.find(l => amount <= l.threshold);
  return level?.approverEmail ?? '[email protected]';
}

Output

Successful execution produces:

• Complete user roster with roles, departments, cost centers, and policy assignments
• Access audit report identifying users with incomplete configuration
• SCIM provisioning configuration for Okta or Entra ID
• Department hierarchy with cost center mappings
• Approval chain definitions with threshold-based routing

Error Handling

Examples

Python — User audit with CSV export:

import requests
import csv
import os

base_url = os.environ.get('NAVAN_BASE_URL', 'https://api.navan.com')
auth = requests.post(f'{base_url}/ta-auth/oauth/token', data={
    'grant_type': 'client_credentials',
    'client_id': os.environ['NAVAN_CLIENT_ID'],
    'client_secret': os.environ['NAVAN_CLIENT_SECRET'],
})
headers = {'Authorization': f'Bearer {auth.json()["access_token"]}'}

# Retrieve bookings and extract user data
resp = requests.get(f'{base_url}/v1/bookings', params={'page': 0, 'size': 50}, headers=headers).json()
bookings = resp['data']
# Deduplicate users from booking records
users = list({b.get('traveler_email'): b for b in bookings}.values())

with open('navan-user-audit.csv', 'w', newline='') as f:
    writer = csv.DictWriter(f, fieldnames=[
        'email', 'role', 'department', 'cost_center', 'manager', 'policy'
    ])
    writer.writeheader()
    for u in users:
        writer.writerow({
            'email': u.get('email'),
            'role': u.get('role'),
            'department': u.get('department', ''),
            'cost_center': u.get('cost_center', ''),
            'manager': u.get('manager_email', ''),
            'policy': u.get('travel_policy_name', ''),
        })
print(f'Exported {len(users)} users to navan-user-audit.csv')

Resources

• Navan Help Center — Official documentation and support
• Navan Integrations — Okta, Entra ID, BambooHR, Workday, ADP connectors
• Booking Data Integration — Data export and user management

Next Steps

After configuring entities, proceed to navan-core-workflow-a for travel booking workflows or navan-enterprise-rbac for role-based access control.