Synchronize Okta Workflows users and groups

Users and groups gain access to Okta Workflows based on their assignment to the Okta Workflows app integration.

All accounts initially receive the Unassigned User role until granted a different role.

Review the following to determine if you need to manually synchronize the users and groups from your Okta Universal Directory to Okta Workflows.

Users

Syncing a user account is required only for existing super admin accounts that had the Okta Workflows app before you enabled the role-based access control feature.

State	Okta Workflows app already assigned to user	Action after enabling role-based access control
New user	No	When you assign the Okta Workflows app to a new user, Okta automatically syncs the user account information downstream to Okta Workflows. See Assign the Okta Workflows app.
Existing user	No	When you assign the Okta Workflows app to an existing user, Okta automatically syncs the user account information downstream to Okta Workflows. See Assign the Okta Workflows app.
Existing user	Yes	For existing users that have the Okta Workflows app, you must manually sync the user account information downstream to Okta Workflows. Sync existing users using a Provision User action. See Sync a user account.

Groups

To provision groups after enabling the role-based access control feature, use a Group Push operation. After the push group is created and provisioned to Okta Workflows, any future changes to the group membership are automatically synced.

State	Okta Workflows app already assigned to group	Action after enabling role-based access control
New group	No	Assign the Okta Workflows app to the new group. Create a push group for this group and manually sync the group information downstream to Okta Workflows using a Group Push action. See Sync a group.
Existing group	No	Assign the Okta Workflows app to the existing group. Create a push group for this group and manually sync the group information downstream to Okta Workflows using a Group Push action. See Sync a group.
Existing group	Yes	Create a push group for this group and manually sync the group information downstream to Okta Workflows using a Group Push action. See Sync a group.