Setting Up Okta Integration for AI Knowledge Pass

This guide walks Organization Administrators through configuring the Integration for AI Knowledge Pass to add users to or remove them from an Okta group when they complete the assigned program, or if they have not completed it by the scheduled end date.

Prerequisites

• Okta admin access to your organization's Okta tenant
• Admin access to Immersive One
• Tenant URL and API key for your Okta instance, so Immersive can add users to or remove them from groups

Overview

AI Knowledge Pass now connects directly to Okta, so access to enterprise AI tools can be granted or removed automatically—no manual IT step required other than having set up groups in Okta. This guide covers connecting Okta as your identity provider. Once configured, users are added to or removed from a group when they complete an assigned AI Knowledge Pass Program, or if they have not completed it by the scheduled end date.

Step 1: Create an Okta API token

1. In your Okta Admin Console, go to Security > API
2. Click Tokens
3. Choose Create Token
4. Enter a name for the token
5. Choose Any IP for the API calls origin
6. Copy the generated token for later

Step 2: Enter Okta Details in Immersive One

1. Log in to Immersive One as an admin.
2. Navigate to Launchpad, open your AI Knowledge Pass Goal, and go to Identity Provider > Okta.
3. Add the Tenant URL for your Okta instance alongside the API Key you generated to the set up form for the Okta Integration. 

4. You will be on the details and action view page, Create an Action by clicking the  “Create action” button
   
5. Select the AI Knowledge Pass Program that will be the trigger. Select the action “Add users to group” or “Remove users from group”. In the Trigger field, choose when that action runs: when someone completes the program, or if they have not completed it by the scheduled end date. Then search for the Okta group you want those users added to or removed from.
   

Errors

If you are not seeing users added to or removed from the group as expected, there may be errors with the action. In Immersive One, on the page where your actions are listed, you will see a View button in the Errors column if an action has failed to add or remove those users.

Click on the View button to see issues.

A slide out will appear with the error.

You will be able to retry failed actions for users here as needed. Note that this may not solve the problem. The error message will indicate what the issue is.

Supported Features

Adding users to or removing them from an Okta group when they complete an assigned AI Knowledge Pass Program, or if they have not completed it by the scheduled end date.

Not Yet Supported

Multiple Okta organizations per AI Knowledge Pass tenant

Troubleshooting