• Transition to Directory>People screen

• Click Add Person​

• Enter the following items for the user information to be created and click Save.

• First name
• Username

• Last name
• Primary email

*By selecting Set by admin for Password, the administrator can set a temporary password. Check Send user activation email now for immediate user activation.

• An email will be sent to your primary email address, so click Activate Okta Account​

• Enter a new password and secret question and click Create My Account​

The secret question is a question to verify your identity when resetting your password.
If you do not want to use a secret question, go to the Security>Authentication>Password tab of the Okta dashboard and Box Additional self-service recovery option>Security Question in the password policy and save.

• Press OK to complete new user creation

• Transition to Directory>People screen

• Click More Actions > Import Users From CSV

• click this template​

• Once the template file is downloaded, enter the information of the user you want to create on each line.

* Default required information is “login”, “firstName”, “lastName”, “email”

• Specify the created CSV file in “Browse” and click “Upload CSV”

• When "CSV file parsed successfully!" is displayed, click Next​

• Check Automatically activate new users and click Import Users​

*By checking the box, an activation email will be automatically sent to the user.

• Click Done to complete the import

• Transition to Directory > Groups screen

• Click Add Group​

• Enter the group name and click Add Group​

• Extract the new group name in the search window and confirm that the group has been created

• Go to the Directory > Groups screen and click the appropriate group

• Click Manage People​

• Display the corresponding user in Not Members in the search window and click +​

• After confirming that the user has been added to Members, click Save to complete the user addition

• Move to the Directory > Groups screen and click Add Rule on the Rules tab

• Enter the rule name, set the conditions to apply to the group, and click Add Rule​

*The above rule adds to the Sales group when the department of the User attribute is "Sales".

• Since it is Inactive after adding the rule, select Activate to make it Active

• If it can be confirmed that the user has been added to the group according to the applicable rules, the setting is complete

• Transition to the Security>Administrators screen

• Click Add Administrator​

* When granting administrator privileges on a group-by-group basis, it is possible by clicking Add Administrator Group.

• Select an account, check the admin role to assign, and click Add Administrator​

*For each management role, please refer to the Okta manual below.

https://help.okta.com/en/prod/Content/Topics/Security/administrators-admin-comparison.htm

• If you can confirm that administrator privileges have been granted to the relevant user, the settings are complete.