Workflows Console

The Okta Workflows Console is your home for all Workflows-related tasks. Having the key actions and information about your flows in a single interface makes it easy for you to create, change, or troubleshoot your flows and connections.

The console also has useful resources to assist you in understanding how Okta Workflows operates and how you can tailor it to meet your specific scenarios.

Launch the Workflows Console

Before you begin

To access the Workflows Console, an Okta super admin must assign the Okta Workflows app to your user account.

Start this task

There are two ways to launch the Workflows Console:

  • Open the Okta Workflows app from your Okta End-User Dashboard. This method doesn't require access to the Okta Admin Console.

  • In the Admin Console, go to WorkflowWorkflows console.

Using the Workflows Console requires continuous super admin privileges.

Console interface

When you launch the Workflows Console, it opens to the Home page.

  1. Console tabs: These tabs link you to the different control interfaces.

    • Home: Learn about how Workflows operate and how you can use flows to automate your business operations.

    • Flows: Build flows using a library of pre-built events, action, and function cards and then execute your flows. See Flows and tables.

    • Connections: Create and configure connections to supported third-party services to use with your flows. See Connections page.

    • Templates: Search and view available Okta Workflows templates covering various use cases. You can copy a template to your org and easily modify it to meet your specific business needs. See Workflows templates.

    These console tabs are hidden in the Connector Builder and Workflow Builder views.

  2. Get help: Inside this dropdown are links for the Okta Workflows support site and the help documentation using the in-app browser. There's also a link to the Okta Ideas site where you can submit product ideas or feedback.

  3. App switcher: Click this option to open the Connector Builder console or the Okta End-User Dashboard.

  4. User information: This area shows the account that you're currently using, along with the name of your Okta org.

    Click the arrow icon for a link to the usage details for the org or to sign out of the Workflows Console.

  5. Learn about Workflows: Use the Getting Started and Advanced tabs to access educational videos and tutorials. These show you how to use Okta Workflows and how to maximize its potential for your business.

  6. Resources: This section links to Workflows support and education content options.

    • Online documentation and latest release notes

    • For admins with Okta Workflows cost-based plans, get help from Okta experts through our open office hours

    • Training options

    • Instructional blog posts

    • The Okta YouTube channel of instructional videos

The Home page also has a large section to cover Workflows templates:

  • Popular use cases with pre-built template bundles, categorized by business goals

  • Individual templates you can use to understand common examples and modify them to fit your specific needs

  • A filter to search the collection of pre-built templates for a specific application or use case

Related topics

Folders and subfolders

Flows and tables