Okta Group Memberships

Okta Groups can help organize users based on roles, departments, geographic locations, or other criteria. Okta Groups can help simplify user management as changes to the group access rights are automatically applied to all members of the group.

This design step allows you to create rules to select specific users using filters and assign them the desired Okta Groups.

In addition to rule-based Okta Groups, you can also choose the default Okta Groups which will be assigned to all users in the company.

Note- This is an optional step, you can skip this step if you do not want to assign any Okta Groups by clicking on the Save & Next button.

Figure 1. Okta Group Memberships step

How to Create a Rule for Assigning Okta Groups to Users?

Once you are on this step you will see a section under the heading Okta Group Memberships. This section represents a rule-based process in which Okta Groups can be assigned to selected users.

Figure 2. Define Okta Group Mapping Rule Form

These are the steps to create a rule -

1. Firstly, you can set up the filters to select the users you want to assign Okta Groups to. You can create a filter using the following steps -

   • Click on "Choose Attribute" and select the employee attribute and operation you want to apply to match that attribute.
   • Next, you get a "Value" field where you type the value you want to match the attribute with.

   

   Figure 3. Example of a filter

2. You can add multiple filters using the "AND" and "OR" logic. These logics can be added using the : button present on the right of the value input field.

3. You can add multiple rows of the above filters using the + button inside the box.

   

   Figure 4. Okta Group dropdown to select okta groups.

4. You can add multiple mappings using the "Add a rule" button.

   
   

   Figure 5. 'Add a rule' and 'Delete' buttons.

Adding Default Okta Groups to All Users

In addition to rule-based Okta Groups, all employees will also be assigned to default Okta Groups. Simply search and select the Okta Groups you want to apply to the entire company.

Figure 6. Default Okta Groups Box to add default okta groups

Import And Export Mapping Rules

Using this feature, you will be able to import all the mapping rules by uploading a .csv or .xlsx file. Also, you can export all the mapping rules as a .csv/.xlsx file.

Figure 7. "Import/Export Mapping Rules" button.

to import or export a file,, you have to first click on the Import/Export Mapping Rules button. Clicking on this button will open a Dialog box containing two tabs, one is for importing and the other is for exporting the mapping rules. By default, if the form is valid you will be redirected to the Export tab otherwise the Export tab will remain disabled and you will be redirected to the Import tab.

Importing Mapping Rules

These are the steps for importing file(s):

1. Choose the Import tab from the dialog box.

   

   Figure 8. Dialog Box for Importing .xlsx or .csv File

2. Now Click on the Choose File button to choose the file you want to import. Clicking on the button will open a file directory from which you can select .csv or .xlsx file.

   

   Figure 9. "Choose File" button for choosing the file to be imported.

   

   Figure 10. Windows Tab for choosing .xlsx or .csv File.

3. After doing the first 3 steps, please wait while your file gets imported and rules get created.

Exporting Mapping Rules

Steps for exporting file:

1. Choose the Export tab from a dialog box.

   

   Figure 11. Dialog Box for Exporting File.

   

   Figure 12. File Formats to Export.

2. Now Select the file format from the dropdown and click on Export button. Once clicked your file will get exported in the selected format and the name of the file will be Hire2Retire_OG_Mapping_(TimeStamp).

   

   Figure 13. "Export" button.