Signals: How to enable automatic Signals user creation with Okta?

Signals One allows you to enable the automatic creation of users, below you can see how to perform this configuration step by step.

Note: For this guide, it is assumed that the user has correctly configured Okta as authentication method. In case you require assistance in this configuration, it is recommended to read the following article Signals Notebook: SAML Configuration with Okta.

Steps to be performed by a Signals System Administrator:

1. Access to Signals Notebook.
2. Go to the configuration menu. 
3. On the Home page, select the option System Settings. 
4. Search for the option "Automatic User Creation". 
   
5. Once you are there, select the domain associated to Okta and enable the option "Enable automatic user creation for this domain".
   
6. Once this option is activated, the following menu will be displayed.
   
7. Fill in the fields with the requested information, such as authorized email domains, type of user groups and roles assigned for the new users and select the licenses to be assigned for these new users. In our example, we selected Signals Notebook licenses for these new users.
8. In case you want to be notified or notify a specific email about licenses consume, you can scroll down further in this menu and find the following options.
   
9. Once all the information has been entered, click on “Save settings”. At this point, the Signals configuration is complete.

Steps to be performed by an Okta Administrator:

1. Access to your Okta configuration page. 
2. In the left menu, drop down the “Applications” tab options and click on “Applications”.
   
3. In the applications menu, find your Signals application and click on it.
4. Once you access your Signals application settings, click on the “Assignments” tab and then click on ‘Edit’ in the “Self Service” section.
   
5. The self-service configuration menu will open, for the “Allow users to request app” setting, select the “Yes” option. Add a description if required and indicate whether or not an approval is required, for the purposes of this example, the configuration was configured as the following screenshot, but your configuration may vary.
   
6. Click on save. 
7. If the changes were saved properly, the Self-Service section of the application should indicate that the application request is enabled.
   
8. In the left menu, drop down the “Applications” tab options and click on “Self-service”.
   
9. Once you access to the Self-Service configuration, click on the “settings” tab and make sure that the option "Allow users to add org-managed apps" is enabled. 
   
10. Once this option is enabled, the Signals application should appear in the “Available Apps” list.
    

Upon completion of this configuration, users registered within your Okta application should be able to self-register in Signals.