Manage Workflows roles
Early Access release. See Enable self-service features.
This feature is available only on Preview orgs.
All Okta Workflows roles are assigned to users and groups using the Workflows Console, except for the Workflows Administrator role.
An Okta super admin manages the Workflows Administrator role through the Admin Console.
The information for the users and groups comes from your org's Universal Directory. Okta automatically passes any changes to the user or group details, including group membership, to Okta Workflows.
When you enable the RBAC feature, any super admins already assigned to the Okta Workflows app immediately transition to the Unassigned User role. This means that these existing super admins don't have any privileges in Okta Workflows until you provision these accounts.
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Provisioning is handled automatically if you enable the Workflows Provisioning feature.
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Otherwise the account must be manually provisioned. See Synchronize Okta Workflows users and groups.
Before you begin
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You must be signed in to the Okta Workflows Console with either super admin or Workflows Administrator privileges.
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You can assign Okta Workflows roles only to users and groups that a super admin has assigned to the Okta Workflows app. See Assign the Okta Workflows app.
Add or change user and group role assignments
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In the Workflows Console, open the Settings page.
The Settings page is available only to users with an assigned role in Okta Workflows.
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Open the Role assignment tab.
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Optional. You can use the available filters on the displayed results.
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Type: See either User or Group
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Role: See users or groups based on an existing role assignment
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Search name or email: Enter a user or group name in the search field
The Role assignments interface only displays a group's name.
Click ({number} users) beside the group name to see the members assigned to the group in the Universal Directory.
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To assign a role to the user or group, click Edit in the Actions column.
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In the Edit role assignment dialog, select the Roles you want to assign.
If you want to remove an existing role, clear the checkbox for that role.
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Click Save to confirm your changes.