Okta Directory Integration with UniFed

You can integrate your Okta directory with UniFed to sync users automatically. This guide explains the setup process.

Before You Begin

• Make sure you are logged in with your UniFed Admin credentials.

• Have access to your Okta Account.

  Keep the following details ready:

  • Token ID
  • Domain

Steps to Connect Okta Directory

Step 1: Configuration

1. Log in to your UniFed Admin portal.
2. Select the tenant where you want to sync the directory.

3. Under Features > General, click Directory Sync.

4. Click Add Directory and choose Okta.

   

5. (Optional) Enable Auto Deletion for Users.

If a user is deleted in Okta, they will also be deleted from UniFed during the next sync.

👉 How to Get These Details from Okta.

1. Sign in to the  Okta Console.
2. Navigate to Security > API.

3. Navigate to the Tokens tab, Click Create Token, enter the name of the Token, select Any IP and save.

4. Under the Tokens tab, you will find Token ID in the list, additionally you can see the domain in the right side top dropdown.

5. Copy these details and paste them into the UniFed Configuration screen.

Step 2: User Mapping

• Map Okta attributes to UniFed schema attributes.
• Only mapped users will be synced into UniFed.

Example:

• email → email
• given_name → firstName
• family_name → lastName

Step 3: Policy

• Define sync conditions (e.g., filter based on attributes or groups).
• This helps in syncing only the required users into UniFed.

Step 4: Scheduler

• Choose how you want to sync users:

  • One-time sync (manual).

    Periodic sync:

    • Every hour
    • Daily at a specific time

Step 5: Sync & Manage

• After setup, users will be synced into UniFed and shown in the User List with Onboarded status.

  You can:

  • View the Job List.
  • Perform a Manual Sync anytime by clicking the Sync button.
  • Update the Directory Configuration if needed.