The Ultimate Coda Handbook for IT Teams
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Automate Okta Workflows

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Fully Automated IDP Groups with Okta Push Groups

Why should you use Fully Automated IDP Groups with Okta Push Groups?

Creating adhoc email groups (distribution lists) and chat groups (Slack, Teams groups) can be very tedious, and once you’ve created them, the membership can be immediately stale.
At Coda, we automatically create groups based on certain employee attributes, automatically create Okta rules to determine membership, and automatically push them to downstream applications.
FYI this is a slightly more advanced use case, however, by doing this, IT teams can at once:
Enable the organization to reach and find the correct audience for communication purposes.
Drastically reduce IT requests to “add this person to an email list.”
Have consistent and up to date group membership across all applications that support the Push Groups SCIM feature.

Instructions

Query a unique list of values for a certain attribute (Organization, Department, Manager, etc.) in Okta or your org directory of choice.
Create a standardized naming convention for groups that includes a unique Prefix and/or Suffix.
The Coda Okta Pack can create groups for each of the unique values for the attribute of your choice. Using the formula language, you can standardize the Group names in Okta.
The Coda Okta Pack can create and activate rules. Using the formula language, these rules are auto-populated to ensure you’re always using the intended attribute with the right Okta querying expression.
In Okta, go to your Applications that support Push Groups and create rules to automatically push groups that match your defined Prefixes and/or Suffixes.
By creating scheduled and staggered Automations in your doc, this process can automatically Create new groups for any new unique attribute values, Create corresponding rules for each type of group, and activate those new rules.
Do this for the attributes that make sense and never “Can you add me to this google group?” again! (Maybe.)

Example

Departments without groups

MarketingEngineering
Create Department Groups

Orgs without groups

[  ]
Create Org Groups

Managers without groups

[  ]
Create Manager Groups


Auto groups
0
Group Type
Name
Group name
Create Okta Group
Okta Rule Expression
Create Group Rule
Activate Group Rule
1
Department
Marketing
dept-marketing-team
Create Group
user.department=="Marketing"
Create Group Rule
Activate Group Rule
2
Department
Engineering
dept-engineering-team
Create Group
user.department=="Engineering"
Create Group Rule
Activate Group Rule
3
Managers
khoi@coda.io
khoi-directs
Create Group
user.managerValue=="khoi@coda.io"
Create Group Rule
Activate Group Rule
4
Org
CIO
org-cio-team
Create Group
user.org=="CIO"
Create Group Rule
Activate Group Rule
There are no rows in this table

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