OKTA

How to set up an OKTA account for a user in Production and add them to Groups

Note: You must be an OKTA administrator to access these functions.

• Open the OKTA Admin Dashboard.

• In the Okta search bar, search for the user by email address before you add as new to OKTA.
  The login is set to the email address

• Go to the sidebar menu, select Directory > People.

• Select Add Person.

• User Information Fields

  • User type = User

  • Add the following fields:

    • First Name

    • Last Name

    • User Name (Email address)

    • Primary Email

    • Secondary Email (Optional)

  • Click Save when finished.
    

• Search for the user in the search bar by email address.
  This will bring up the OkTA Groups and Profile.

• To add a suser to a LightBox group:

  • Use the Group Search box to search for the group.
    (Most Valuation groups will start with Lightbox before the group name)