Creating Default OKTA Groups (Roles) for WebReports

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Article Goal

Create the six default Okta groups (roles) required for WebReports role-based access control.

Why Create OKTA Roles?

WebReports uses OKTA groups to assign roles to users. These roles define what functionality users have access to inside WebReports, such as administering users, publishing reports, scheduling jobs, and queuing output. Creating these groups ensures that users assigned through OKTA have the correct permissions inside WebReports.

Where Can You Create Roles?

OKTA roles (groups) can be created under the Directory section of the OKTA navigation bar by selecting Groups.

Video Tutorial:

Not yet available.

Steps to Create OKTA Groups (Roles)

🧩Step 1. Create or log in to a Developer Account on OKTA.

You will need an OKTA developer account to access the admin dashboard.

🧩Step 2. Expand the Directory section of the navigation menu.

Click Groups to manage and create new OKTA groups.

🧩Step 3. Click the Add Group button.

This will start the process of creating a new group/role.

🧩Step 4. Enter the OKTA admin role name.

Use WRAdmin as the name for the first group. This maps to the Admin role in WebReports.

🧩Step 5. Click Add Group.

This will create the new group with the role name you entered.

🧩Step 6. Repeat this process for the remaining WebReports roles.

Create the following additional groups:

These names must match exactly for proper role mapping inside WebReports.

Article Summary

This article outlines how to create the six required OKTA groups that WebReports uses to control user roles and permissions. Each OKTA group corresponds directly to a WebReports role, and this setup must be completed before assigning users or roles during authentication. Follow this article prior to completing the remaining Okta integration steps.

To continue setup, see Step Four of the Step-by-Step: OKTA Authentication article.