Okta Group & App Sync

This guide will show how to sync your current Okta groups into Herd.

Overview

Okta group sync allows for current Okta customers to pull all user group information from their current Okta tenant into Herd. Allowing for organizations to assign trainings, campaigns, events, and stacks, to groups instead of individual users.

Prerequisites

In order to complete this setup, you'll need:

• Access to Okta API token permissions. Allowing you to create or utilize an API token from your Okta tenant.

• Acccess to the Herd admin console.

Setup Okta Token

1. Login to your organizations Okta tenant as an administrator.

2. Find Security -> API -> Tokens

1. Create a new token with the following permissions:

For Group Sync:

okta.users.read

okta.groups.read

okta.roles.read

For App Sync:

okta.apps.read

1. Save the API token to share with Herd.

Find Your Okta Domain

The easiest way to find your Okta domain is to look in the URL when logged in to the Okta admin console. It's typically formatted as company-url.okta.com .

Share Your Okta Token & Domain In Herd

1. Login to the Herd admin console.

2. Select Setup near the bottom the left side toolbar.

3. Under Okta Integration, open the Okta Configuration Settings.

1. Place your Okta domain in the first box.

2. Place your Okta API token in the second box.

3. Save Configuration.

Sync Okta Group & Apps

By selecting Sync groups, Herd will pull group information from Okta into Herd. Groups will be automatically attached to respective users. In order to user the security advisor feature, you'll need to sync apps as well.