Add User activity

An activity that creates a user in Okta.


Add User activity

Configure the Add User activity

Prerequisites

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Okta tab.

    Open Okta tab
  3. On the Okta tab, drag the Add User activity onto your process.

    Drag Add User activity

General Configuration

Specifies the basic settings for the Add User activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field NameDefinition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Add User Configuration

Specifies the information to add a user in Okta.

Figure: Add User Configuration screen

Add User Configuration screen

Fields

Field NameDefinition

Okta

Function:
Specifies the access token that connects to your Okta service.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Okta.
Function of this Screen:
Configure an access token to connect to Okta.

Request Mapping

Function:
Maps information about the user from the Okta data model to your process schema.
Accepted Values:
Click the Schema Mapping Schema Mapping icon button to open the Schema Mapper screen.

Use this screen to connect the request to the data model for your process.

Default Value:
None
Example:
Refer to:

Password Type

Function:
Specifies how to set the password for the Okta user.
Accepted Values:
  • Set By Admin - Specifies the password for the user account.

    The Okta user receives the password in an account confirmation email.

  • Set By User - The Okta user can set the password for the account.

    The user must set the password for the account when they sign in to the Okta environment for the first time.

Default Value:
Set By Admin
Accepts Process Data Variables:
No

Password

Function:
Specifies the password for the Okta user.
To Open this Field:
  1. On the Add User Configuration screen, in the Password Type field, select Set By Admin.
Accepted Values:
An alphanumeric string that represents a password.
Default Value:
None
Accepts Process Data Variables:
Yes

Store User ID In This Variable

Function:
Specifies the process data variable to store the ID of the Okta user.

The user ID comes from Okta.

Accepted Values:
A process data variable that accepts an alphanumeric string with no spaces or special characters.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

Reset Password On Sign-In

Function:
Specifies whether to set a password for the user account when the Okta user signs in first time.
To Open this Field:
  1. On the Add User Configuration screen, in the Password Type field, select Set By Admin.
Accepted Values:
  • Selected - The user must set the password for the user account when sign in to the Okta environment for the first time.
  • Deselected - The user can use the password that the admin creates for the account to sign in to the Okta environment.

    The Okta user receives the password in an account confirmation email.

Default Value:
Deselected

Send User Activation Email

Function:
Specifies whether to send an email notification to the user to activate the account in Okta.
To Open this Field:
  1. On the Add User Configuration screen, in the Password Type field, select Set By User.
Accepted Values:
  • Selected - Sends an email notification to the user to activate the account in Okta.
  • Deselected - Adds the user to the Okta environment in a Staged status.

    The user can not sign in to the Okta service.

Default Value:
Deselected