Import or manually add users to Okta

Need to manually add or import non-federated users to Okta User Store

• Okta
• TID-W
• Admin Center
• Import
• Users
• TCP
• EERP

Informational

To add a user manually:

1. Launch Admin Center https://<customeridentifier>-admin.tylerportico.com/org/admin-center/dashboard and log in as an Org Admin
2. Click Manage users and click the Add user button
3. Fill in First Name, Last Name and Email
   1. If the Email domain does not exist, there will be a prompt The email domain must be explicitly whitelisted before it can be used. Email domain configuration can be found here.
   2. Clicking on found here will redirect to the Domains configuration
   3. Type in the email domain(s), hit Enter then Save
4. Click Next
5. Check the box next to any necessary group(s)
   1. If just granting access to EERP or other Tyler products, no group access is required
6. On the Review tab, confirm all details for the new user and click Save & close
7. User will receive an email with an activation link to set up their password. It will expire after 7 days

To import bulk users:

1. Note - only import non-domain/federated accounts
2. Prepare a Comma Separated Variables (CSV) text file using the construct firstname,lastname,email without any heading row, spaces between the values, and with one user record
   per line.
   1. Encapsulate these values within double quotes to avoid issues processing special characters in the names e.g. "firstname","lastname","email"
3. Under Users, click on Import users
4. Click on Select file or drag and drop the CSV file created
5. If the file was successfully selected, it will be reflected in the Upload users dialog
6. Click Import
7. If the import is successful, there will be a popup that users will be added in the background
8. Click the Close button
9. To see the current status of the user imports, click on the kebob 3-dot menu next to the Import users option
   and select Import history
10. Review any errors and Retry where necessary
11. Back to Users, sort by Date added to review imported users