Create user and assign groups in Okta
Automatically create a new hire’s Okta account from a Slack request with Stepwork. Add their name, email, and title, then assign the groups that grant their apps.
- Use case
- Employee onboardingIT
- Best for
- IT Administrator, Helpdesk Technician
- Applications used
Okta
Slack
- Business outcome
- Employee experience
The problem
Day one starts. Their apps don’t.
A new hire’s details arrive in Slack or an HR email, and someone in IT builds the Okta account by hand. They type the name, email, and title, then work out which groups the role needs.
Miss one group and the person spends their first morning asking for access. Add the wrong one and they can open apps they should never see. Done by hand, the same role is rarely set up the same way every time, so no two accounts match.
The outcome
The account is ready before their first morning
Stepwork creates the Okta account and assigns the groups from the request. The new hire can open their apps on day one, and the run records who asked and which groups were added.
- The account is created with the name, email, and title from the request.
- Every group in the request is assigned.
- A duplicate email stops the run.
The process
From Slack request to a ready Okta account
A teammate posts the new hire’s details in Slack. Stepwork creates the account in the Okta admin console and adds their groups, in the same order every time.
- Step 1
Request it in Slack
A teammate posts the new hire’s name, work email, title, and groups in the onboarding channel. That message starts the flow, and Stepwork records who asked and when.
- Step 2
Add the person
Stepwork signs in to the Okta admin console and adds the user with their name, work email, and title. If that email already belongs to someone, the run stops instead of creating a duplicate.
- Step 3
Assign their groups
Stepwork adds the user to each group from the request. Those groups grant their apps, so access is ready on their first day.
- Step 4
Confirm and reply in Slack
Stepwork checks the account and its group memberships, then posts the result back in the onboarding channel.
Why Stepwork
The same role gets the same groups
Stepwork runs the path you recorded in the Okta admin console: add the person, then assign each group from the request. Two new hires in the same role get the same groups, because the path does not change with who picks up the ticket.
Similar use cases
Similar use cases
Create user in org unit in Google WorkspaceCreates a Google Workspace user with the correct organizational unit and initial password policy applied.
Create a Microsoft Entra ID user with groupsCreates a new Entra user and adds them to the security groups that grant team apps and shared resources.- Invite member with default channels in SlackInvites a new member to the workspace with the standard default channel set for their team.
FAQ