Import Users and User Groups from Okta | Zoho Vault

Importing Users and User Groups from Okta

Zoho Vault allows admins to import multiple users and user groups from a federated single sign-on solution like Okta. Enterprises can now onboard their entire team or selective users from Okta in no time. This configuration involves two steps:


  • Generating token from Okta
  • Configuring the token in Zoho Vault


Generating token from Okta

Follow the steps mentioned below to generate an API token from Okta to update in Zoho Vault. 


  1. Log in to your Okta account as an admin.
  2. Select API from the Security tab.



  3. Select Tokens, then click Create token.



  4. Enter a name for your token (eg. Zoho Vault) and click Create token.



  5. Copy the one-time viewable generated token, then click Ok, got it. You will have to paste this token while configuring settings in Zoho Vault. 

Configuring the token in Zoho Vault

Follow the below mentioned steps to configure the API details generated from Okta in your Zoho Vault account

  1. Log in to your Zoho Vault account as a super-admin
  2. Select AD/LDAP integration from the Integrations section of Settings tab.



  3. Verify your business domain under Domain Verification, if you haven't already.
  4. Select Import, then click Configure.
  5. Enter your Okta domain URL under Okta URL and paste the token copied from Okta under Okta API token.
  6. Click Save.



  7. Click Import, then select users from the user groups accordingly.
  8. Click Import.


Note: Importing a user group will import all users under that group to Zoho Vault. Additionally, a user group of the same name with the respective users of that group will be created in Vault. You can also import users corresponding to a user group by selecting User groups under Import and expanding the user group to select users under that group to your Zoho Vault account.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now






                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media

                                                              Use cases

                                                              Make the most of Zoho Desk with the use cases.

                                                               
                                                                

                                                              eBooks

                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho Desk.

                                                               
                                                                

                                                              Videos

                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho Desk.

                                                               
                                                                

                                                              Webinar

                                                              Sign up for our webinars and learn the Zoho Desk basics, from customization to automation and more

                                                               
                                                                
                                                              • Desk Community Learning Series


                                                              • Meetups


                                                              • Ask the Experts


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner

                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • User Management

                                                                                                                          There are three main areas when it comes to user management: Adding users Creating user groups Assigning roles Adding Users Zoho Vault provides different options for you to add users into your account. You can manually add users by sending them an ...
                                                                                                                        • User and User Group Sync

                                                                                                                          Organizations that already have existing accounts with identity providers like Microsoft Entra ID and Okta can easily import their users and user groups to Zoho Vault. Additionally, teams can now automatically sync users and user groups from their ...
                                                                                                                        • Import Users from Active Directory

                                                                                                                          Zoho Vault provides a user provisioning app that can import users and periodically be in sync with your AD/LDAP user list, simplifying user management. In Windows, you can configure the provisioning app as a scheduled task to automatically add, ...
                                                                                                                        • Single Sign-On for Okta and OneLogin

                                                                                                                          Admins can integrate Zoho Vault with popular federated identity services that support SAML 2.0, such as Okta or OneLogin. Users of Okta and OneLogin can easily access Zoho Vault with just a single click. This enables enterprises to offer a seamless ...
                                                                                                                        • Can a single user be mapped with multiple user groups?

                                                                                                                          Yes, a single user can be a part of any number of user groups. Still can’t find what you’re looking for? Contact us. We will be happy to help. ​
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources