Use this procedure to create, activate, deactivate, edit, and delete Okta group rules in ZeroTek. Select the appropriate organization in ZeroTek, then click Groups and select the Group Rules tab.
ROLE REQUIRED
ZeroTek Administrator
ZeroTek Technician
ZeroTek Technician without Deep Linking
IMPORTANT
You must deactivate an Active group before you can edit or delete it.
Create a group rule
On the Group Rules tab, click Add Group Rule and define the inclusion criteria by which users will be automatically added to a group.
Click Add Group Rule to save.
To exclude specific users from the rule, click the Actions menu for the rule, select Exclude Users, select the users to exclude, and click Save. Excluded users are listed at the bottom of the group rule.
To activate the rule, click the Actions menu and select Activate. The rule remains Inactive until activated.
Once Active, the modified group rule will be evaluated against all existing users immediately, against new users when they are created and against existing users when they are modified.
Deactivate a group rule
Click the Actions menu for the rule and select Deactivate, then confirm. Deactivated rules are not evaluated against users.
Edit a group rule
Click the Actions menu for the rule and select Edit to update the assignment criteria, or Exclude Users to modify the exclusion list.
When finished, click the Actions menu and select Activate.
Delete a group rule
Click the Actions menu for the rule and select Delete.
In the confirmation window, you can optionally check Remove users from assigned groups to remove all users that were assigned to groups as a result of this rule.
NOTE
All changes to group rules take effect immediately in the selected Okta org. Once active, a rule is evaluated against all existing users immediately, against new users when they are created, and against existing users when they are modified.