This is a quick guide on the options available to assign users to groups in Okta, including performing actions from Okta's Admin User Interface, via API, or application import.

• Lifecycle Management
• Groups
• Group Membership

Manual Assignment

• 1. Navigate to the Okta Admin Console.
  2. In the Admin Console, go to the Directory > Groups section.
  3. Select the group to which the users should be added.
  4. Click the People tab within the selected group.
  5. Click Add Person to open a dialog box.
  6. Search for the user that should be added to the group by typing their name or email.
  7. Select the user from the search results and click Add to include them in the group.
  8. Optionally, assign a role to the user within the group, setting specific permissions.
  9. Click Done to confirm the group assignment.

• Manual assignment is a straightforward method when precise control is desired over group memberships. It allows administrators to directly add or remove users from groups, ensuring that access and permissions are managed with precision. This method is often used for small-scale or critical assignments where direct oversight is necessary.

• Assign a group to all users - Click the More Actions button, then click Assign all people in org. This will assign the group to everyone in the Okta org.

Import Users and Groups

• This method is useful when bulk importing or synchronizing existing user data from an external source.

• Group import is enabled by default. The memberships of these imported groups cannot be edited in Okta and must be changed in the source.

  1. In the Admin Console, go to Applications.

  2. Select a provisioning-enabled application.

  3. Click the Provisioning tab and select Integration in the Settings list.

  4. Click Edit.

  5. Select the Import Groups check box if it is not enabled by default.

  6. Click Save.

Directory Group Sync

• This feature allows the sync/import users and groups from the Directory into Okta. Users part of the imported groups will retain their membership from the directory source.

Group Rules

• Group rules in Okta allow users to be dynamically assigned to groups based on certain conditions. They provide a flexible way to automate group assignments based on user attributes or membership in other groups.

• Okta Expression Language can be used in group rules to customize logic. See Expressions in group rules. Keep in mind the group rule requirements and limits.

APIs and SDKs

• Check the Okta API reference portal for comprehensive information on using Okta APIs to manage users and groups programmatically. This method is ideal for integrating Okta functionalities into custom applications or scripts.

CSV Import

• CSVs can Bulk assign people to a group with a CSV file that lists the intended group member's Okta username or Okta User id. This method is suitable for administrators who prefer to work with spreadsheet applications to manage user and group data or have an existing service that does not support API requests.

• See How to Add Multiple Users to a Group Using a CSV File.

Group Push

• If using Okta Org2Org, Group Push simplifies the management of group memberships by automatically pushing the configured groups from the source org. This is particularly useful for maintaining consistent access across various applications in multiple orgs.