Use the SCIM integration to import and update groups from bob into Okta. Create groups in bob to import them as Okta groups that can be used to create rules in OKTA.

How to create groups to use in Okta

You can view, add, and use all of the groups created in bob in the SCIM integration. Alternatively, you can also create groups right from the SCIM integration space in bob for your use in Okta.

  1. Press Settings

  2. Click Integrations

  3. Click on Provisioning in the left hand Categories menu, or look for "SCIM" in the search bar

  4. Click on Manage of the SCIM result. You will see a table showing any groups already added to us in the integration groups, as well as members of the group, who created it, and the creation date.

5. Click + New group to add a new group

6. Give the group a Name. Note: this will be the same name that will appear in Okta

7. Add a Description (optional)

8. Click Select in the Members section to add group members

9. Choose the group’s members using one or both methods:
a. Create a set of conditions:
i. To add a new condition, click + Add condition and select the desired values in each of the dropdowns from left to right. Note: If you're using groups already made in bob, select By Group in the left dropdown to add the group(s)
ii. Repeat to add more conditions
Note: All conditions must be met for a person to be included in the group
iii. Click Apply

b. Select specific employees
i. Click on the Specific employees dropdown
ii. Scroll or search for the employee(s) that you’d like to select and click to add
iii. Click Apply

10. Once you’ve finished selecting all of your group members, click Apply to save and close the window

Note: groups, along with any other new informations imported to OKTA, will be imported to Okta whenever you conduct an import from bob in Okta.

How to edit a group to use in Okta

To make any changes to your group members in the SCIM integration section of bob, follow these instructions.

  1. Press Settings in the main menu

  2. Click Integrations

  3. Click on Provisioning in the left hand Categories menu, or look for "SCIM" in the search bar

  4. Click on Manage of the SCIM result. You will see a table showing any groups already added to us in the integration groups, as well as members of the group, who created it, and the creation date.

  5. Click on the three dot menu on the right-hand of the group you wish to edit

  6. Select Edit

  7. Click Edit in the Members section to change the group members
    a. To delete a condition: hover over it and click the trash icon that appears to the right of the condition
    b. To remove a specific person: click on the Specific employees dropdown and deselect whoever you wish and click Apply
    c. Click Apply once you’ve completed all of your edits

  8. Once you are done editing press Save

How to delete for use in Okta

To delete a group that was made for use in Okta using the SCIM integration:

  1. Click on the 3 dots next to the wanted group

  2. Click on Delete

  3. Click Delete

Note: this action cannot be undone.

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