I'm a Service Provider: Delegated Accounts and Okta Follow

Topics Covered
Delegated account and Okta
Import and Export Data

Target Users
Service Providers
Organization Administrators

Required Permissions
Service Provider Permissions

Introduction

Each ATLAS Workflows user can grant delegate access to other ATLAS Workflows users.  The delegate can act on the employee’s behalf. Typically, the delegate is another employee (for example, an OMS) or a household member.

Delegated Accounts

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

Figure-1

On the Okta Account Linking Management page, click the Delegated Accounts link.

Figure-2

Choose which account to link. You can either search for the name or select from the available options. To link an Okta email, click the Add Okta Account link.

Figure-3

Verify the provided email address and click the Save button.

Figure-4

Once the account is successfully linked, it will no longer appear in the table list.

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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