# Okta

ClearFeed’s Okta integration enables IT teams to manage user identities and access controls—such as resetting passwords or managing group memberships—directly from Slack.

## Supported Features

With the Okta integration enabled, your IT team can use AI Agents to auto-respond to identity-related queries or Trigger Okta actions like:

* Reset user passwords
* Unlock locked user accounts
* Suspend, unsuspend, deactivate, or reactivate users
* View apps assigned to a user
* Add or remove users from Okta groups

## Integrate Okta

To connect Okta with ClearFeed, follow the below steps:

* **Sign in** to your Okta organization as a user with administrative privileges.
* In the **Admin Console**, go to `Applications > Applications`, and then click **Create App Integration**. The Create a new app integration page appears.

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* Select **API Services** as the Sign-in method, and then click **Next**.

  <figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-1c603196c99b63ec62a931a6323ebd7ef336b5a0%2FOkta2.png?alt=media" alt="" width="563"><figcaption></figcaption></figure>
* Enter a name for your app integration and click **Save**. The app's main page appears.

  <figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-1d2f41e02a7798f16305ee7ad477f6f089f4be15%2FOkta3.png?alt=media" alt="" width="563"><figcaption></figcaption></figure>
* In the service app that you created, select **Admin Roles** and click on **Edit Assignments**.

  <figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-ea982f937542f95d0cfe6bba23ce5477edc80591%2FOkta4.png?alt=media" alt="" width="563"><figcaption></figcaption></figure>
* It is recommended to create a new custom role with permissions to manage users, groups, applications, and Identity Access Management. The specific permissions you assign should depend on how you intend to use Okta with ClearFeed. Alternatively, you can use an existing role such as the Organization Administrator role if it already provides the necessary permissions. Once the role is created or selected, assign it to the service app and click **Save Changes** when you finish. You may be prompted to authenticate.

  <figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-0f061b894395c7aa26dafa4b8111a3fdcd26f4da%2FOkta5.png?alt=media" alt="" width="563"><figcaption></figcaption></figure>
* Go to the **Okta API Scopes** tab, and grant all the following scopes:

  ```
  okta.users.read
  okta.users.manage
  okta.groups.read
  okta.groups.manage
  okta.apps.read
  okta.apps.manage
  ```

  <figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-abb14dcd09f97229bf8695841710f8e82f7928a4%2FOkta6.png?alt=media" alt="" width="553"><figcaption></figcaption></figure>
* Head over to the **General Settings** section and click on the **Edit** button. Deselect the **Require Demonstrating Proof of Possession (DPoP) header in token requests** checkbox and click on the **Save** button to save your configurations.

  <figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-f77dd412ce34378ecbaa311bcf8b3c48ea839ab2%2Fimage%20(299)%20(1).png?alt=media" alt="" width="563"><figcaption></figcaption></figure>
* In the **Client Credentials** section of the General tab, click **Edit** to change the client authentication method.

  <figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-0a7fbebaec82417012b26f997f4b73058aa93479%2FOkta7.png?alt=media" alt="" width="551"><figcaption></figcaption></figure>
* Select **Public key/Private key** as the Client authentication method. Then click **Add Key > Generate New Key**.

  <figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-57f64f55b373f1f5f9ccb66e5763d7b6f9aff1a7%2FOkta8.png?alt=media" alt="" width="563"><figcaption></figcaption></figure>
* Copy the **PEM Private Key** from here. Click **Done**. Click **Save** to save changes.

  <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p><strong>Security Warning:</strong> Treat the <strong>PEM Private Key</strong> as a password. Store it in a secure location immediately. This key is not stored in Okta and <strong>cannot be retrieved again</strong> after you close this window. If you lose the key, you will need to generate a new one.</p></div>

  <figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-069e71093ae753107c23eb9bab0071cc12f1caac%2FOkta9.png?alt=media" alt="" width="563"><figcaption></figcaption></figure>
* This **Private Key**, along with **Client ID** and **Key ID (KID)** from the General Tab, should be entered on the Connection to Okta in ClearFeed.

<figure><img src="https://3455705434-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FE2O2wTaNovd6fXpEuLKz%2Fuploads%2Fgit-blob-35ee88ecae5dc57d84ea7bb156ad3c8437bc5555%2FOkta10.png?alt=media" alt="" width="538"><figcaption></figcaption></figure>

## Using the Integration

Once the integration is set up, you can configure AI Agents in ClearFeed to handle Okta-related actions:

1. Set Up Your Okta AI Agent - Follow [this guide](https://docs.clearfeed.ai/clearfeed-help-center/clearfeed-ai/ai-agents/build-ai-agents) to Create a new Agent.

   <div data-gb-custom-block data-tag="hint" data-style="warning" class="hint hint-warning"><p>Make sure to add Okta as an Integration and define which specific actions can the AI Agent take in Okta on its own. Write your own prompt or customize the default one and test before rolling out.</p></div>
2. Manage Requests in Slack: Once deployed, ClearFeed offers below modes to manage Okta requests:

* **Agent Assistant in Triage Threads -** In triage channels, use ClearBot Assist to tag `@clearfeed` to perform actions like:
  * reset password for @john.doe
  * unlock account for @user.name
  * add @user.name to Zoom group
* **Virtual Assistant -** Let the AI Agent deflect common IT queries posted in your internal Slack channels. When a user asks a question, like “How do I reset my password?” or “I can’t log in”, the Virtual Agent responds instantly, pulling help documentation and inform Requestor.
* **Automate Okta Actions -** Use ClearFeed Automations to:
  * Trigger actions based on form inputs
  * React to emoji triggers (e.g., 🔒 = suspend user)

## Example Use Cases

<table><thead><tr><th width="260">Use Case</th><th>Description</th></tr></thead><tbody><tr><td><strong>Reset Passwords</strong></td><td>Reset user passwords either from Slack with a single action or through Automation</td></tr><tr><td><strong>Unlock Accounts</strong></td><td>Handle account lockouts without needing to log into Okta.</td></tr><tr><td><strong>Suspend / Deactivate Users</strong></td><td>Support offboarding and security events with Slack-only workflows.</td></tr><tr><td><strong>List Assigned Apps</strong></td><td>View a user’s assigned apps to troubleshoot access issues.</td></tr><tr><td><strong>Manage Group Access</strong></td><td>Add or remove users from Okta groups using commands or automation.</td></tr></tbody></table>
