Create Okta accounts for ERP

Users from outside internal domain need Okta access to login to Hub/ERP. Commonly used for Auditors, 3rd party IT, and branches of operation not using the same domain and not federated in the Okta tenant.

• Okta

• Admin Center

• TID-W

• ERP

Users not currently managed under the domain need access to ERP products

1. Login to your Admin Center as an Org Admin https://<customeridentifier>-admin.tylerportico.com/org/admin-center/dashboard

2. Click on Identity Workforce > Domain

3. Type in the domain of the user email - e.g. yourdomain.com 

4. Click Save

5. Click on Manage users 

6. Click + Add User

7. Fill in First name, Last name, and Email

8. Click Next

9. Check boxes for all necessary groups

10. Click Next

11. Click Save & close

12. End user will receive an email they will need to click the Activate button to complete the registration. They will need to set a password

13. Have end user login to Hub using same email address and new password

If you need assistance finding your <customeridentifier>, please reach out to TSM support