I'm a Service Provider: Manage Logins Follow

Topics Covered
Accounts Without Linked Okta
Link Registration to Existing Account
Okta Accounts
Import and Export Data

Target Users
Service Providers
Organization Administrators

Required Permissions
Service Provider Permissions

Introduction

ATLAS Workflows users are registered in the application with either a State Issued Account <user>@state.gov or an ADG Issued Account <user>@departmentofstate.onmicrosoft.com. Once registered, users may link existing State Issued Accounts with an existing or new ADG Issued Account. Alternatively, if registered with an ADG Issued Account, users may then link it to an existing State Issued Account. 

Setup and Manage Logins

A State Issued Account and an ADG Issued Account may be linked by the user as long as the ADG Issued Account being added HAS NOT been previously registered in the system.

There are two options when linking your accounts:

Option 1: You have a State Issued Account and would like to link it to an existing or new ADG Issued. Option 2: You have an ADG Issued Account and would like to link it to an existing State Issued Account. 

Option 1: Linking to an Existing or New ADG Issued Account

Follow these steps to link your State Issued Account to an ADG Issued Account:

1. Go to the Dashboard menu, scroll down to For Service Provider, and click Manage Logins. Refer to Figure 1.

Figure-1

2. The Okta Account Linking Management page displays all accounts without linked Okta accounts. You may choose which account to verify. You can search for the account by Name or select one from the list.

Click the Add Okta Account button and it will open the Update Okta Email window. Refer to Figure 2.

Figure-2

3. In the Update Okta Email window, click Verify/Save to check if an Okta account exists for the email. Refer to Figure 3.

Figure-3

If an account exists, no further action is needed. Proceed to the New Employee section to add the existing user.

If an Okta account does not exist, click the Create Okta Account button to create a new account.

Option 2: Linking to an Existing State Issued Account

Follow these steps to link your ADG Issued Account to an existing State Issued Account:

1. Go to the Dashboard menu, scroll down to For Service Provider, and click Manage Logins.

2. On the Okta Account Linking Management page, click the Link Registration to Existing Account link. Refer to Figure 4.

Figure-4

The All Pending Registrations page will display a list of registrations awaiting approval.

Figure-5

In the All Pending Registrations page, the Service Provider will select a pending registration.

Select the icon on the right side of the registration entry.

Service Providers with the necessary permissions can approve or reject the registration:

• If rejected, a rejection reason is required.
• If approved, complete the required fields (highlighted in yellow).

Okta Accounts

1. Go to the Dashboard menu, scroll down to For Service Provider, and click Manage Logins. Refer to Figure 1.

This page shows all the accounts with linked Okta accounts. 

Figure-1

2. On the Okta Account Linking Management page, click the Okta Accounts link. Refer to Figure 2.

Figure-2

3. This page lists all accounts with linked Okta accounts. You may choose which account to verify. Search for the account by Name or select one from the list. Click the Add Okta Account button and it will open the Update Okta Email window. Refer to Figure 3.

Figure-3

4. In the Update Okta Email window, click Verify/Save to check if an Okta account exists for the email. Refer to Figure 4.

Figure-4

If an account exists, no further action is required. Proceed to the New Employee section to add the existing user.

If an Okta account does not exist, click the Create Okta Account button to create a new account.

Import and Export Data

This page also allows you to import and export the data.

Import Data

At the left upper buttons list, click the Import button and it will redirect to Importing Account Emails from the Excel page.

On the Importing Account Emails from the Excel page, you can choose from the two templates available:

1. If you select the Download Excel Template link, an "empty" template will be downloaded.

• If you open the template, you will see these columns on the first line: Name (Required), Account Email (Required), Post, Position, Primary Email, and Okta Email (Required).
• Starting with the second line, fill in the values according to the header. 

2. If you select the Export Accounts in Excel Format link, all accounts from the table list are exported.

• Complete the fields in the Excel template.

3. Go to Step 2 and click the Choose File to upload.

• Select the template file to import and click Open to begin importing the file to the system.
• Click the Import button. A validation process runs to make sure that the file is properly formatted and the matching criteria are met.
• If the data is valid, click Complete Import to finish the process.

Once successfully imported, the window will automatically close.

Export Data

There are three export options available:

• Excel Button: Exports the data into a new workbook.
• CSV Button: Converts the data into a simplified CSV format.
• Clipboard Button: Copies the data to your clipboard for quick use elsewhere.

For additional help, please contact ISC at Post or ADG Support by selecting the ‘Submit a request’ button at the top of the page or by emailing adg-support@state.gov.
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