Okta

Okta provides software for cloud-based identity provision. The software helps manage user identities and authentication, and allows developers to build identity controls into applications, website web services, and devices.

For more information on Okta see the company website.

In the context of Nintex Workflow Cloud, Okta is a connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores..

The Okta connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for Okta actions A tool for building the processes, logic, and direction within workflows..

The following actions are available:

Use Okta actions in a workflow to manage identities.

Use the Create a group action in a workflow to create a group for identities in Okta, and the Search groups action to find existing groups. Use the Create a user with password action to create a new identity in Okta. Use the Get a user action to retrieve a user's details. Use the Add a user to a group to add a user to anOkta group.

Create an Okta connection

You can create connections from the Automate or Designer page.

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

  • The account you use to create a connection for Okta is the account that has access to the Okta actions.

  • You must create an OAuth 2.0 app in Okta in order to use this connector. See Create an OAuth 2.0 app in Okta for the steps to create a new application.

  • You need the app's client ID and client secret. You can find them on General tab in the Client Credentials section.

  1. On the top navigation bar, click Automate, and then select Connections from the left navigation.

  2. On the Connections page, click Add new.

  3. In the Add a new connection section that opens, fill in the following.

    In this field

    Select or enter the following
    Connector Okta

  4. Click Connect.

  5. In the Configure a connection window, fill in the fields as follows.

    In this field

    Select or enter the following
    Connection name A name for your new connection
    Client ID The client ID. You can find this on General tab in the Client Credentials section of your OAuth 2.0 app.
    Client secret The client secret. You can find this on General tab in the Client Credentials section of your OAuth 2.0 app.

  6. Click Connect.

  7. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

  8. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

Your new connection appears on the Connections page.

    • On the top navigation bar, click Automate > Workflows, and then select the required workflow.

      • (Or)

    • On the top navigation bar, click Automate > Create workflow.
  2. Click the Okta action you want to add the connection to, or drag an Okta action into the workflow and select it.

  3. In the drop-down list for Connection, select Add new connection.

  4. In the Connection window, fill in the fields as follows.

    In this field

    Select or enter the following
    Connection name A name for your new connection
    Client ID The client ID. You can find this on General tab in the Client Credentials section of your OAuth 2.0 app.
    Client secret The client secret. You can find this on General tab in the Client Credentials section of your OAuth 2.0 app.

  5. Click Connect.

  6. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

  7. In the permissions dialog, you can do one of the following:
    • Edit the Owners or Users permissions according to data source usage requirements and click Save permissions.

      • Tip: You can assign connection owners or users permissions according to your access requirements. For more information, see Permissions.

Your new connection appears in the Connection field of your action.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

 Delete

Assign
permissions

Owners
Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign permissions from the Connections page:

  1. On the Connections page, click for the required connection.
  2. From the menu, select Permissions.

    3. The corresponding permissions window is displayed.

  3. To assign permissions:
    • In the Owners field, type the name of the user, and select from the list.
    • In the Users field, type the name of the user, and select from the list.
  1. Click Save permissions.