Create Okta accounts for ERP

Owned by Knowledge Assistant
Last updated: Oct 25, 2024
1 min read



Description of Issue

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.



Context

  • Okta

  • Admin Center

  • TID-W

  • ERP



Cause

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



Resolution

  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



Additional Information

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