Brite and Okta User Activation and Account Mapping

Summary:
Activate users and map accounts across Brite, Okta, and DirectConnect® to ensure proper access and functionality. This process includes dealer setup, user validation, Okta configuration, and Dual Brand verification.

Applies To:
Brite, Okta, DirectConnect®, Installers, Dealers, HDIS

1. User Validation in Brite Admin
2. Set Up Okta User and Assign Groups
3. Dual Brand Access Validation in DirectConnect®

User Validation in Brite Admin

1. Search for the user in Brite Admin under User Management and Dealer Users.
   
   
   
   Note: Installers refer to HDIS installers, Ops Team to the internal HDIS team, and Sales Team to the Brite Sales team. If the email shows as already in use and is not found under Dealer Users, search under Installers.
    
2. Confirm the user exists in Brite Admin. If the user is not found, the dealer must add the user before activation can proceed. Search by Account Name or Account Number.
   
   
    
3. Select View to review account details if needed.
   
   
    

4. Select the Users tab to review assigned roles and access.
   
   
    

   For multi-store accounts:
   1. Review the Hierarchy section.
   
   
   
   2. In a child account, confirm both child and parent relationships display.
   3. In a parent account, confirm all linked child accounts display. 
   
   Note: Click on a child account location, go to Users, see roles and access under that account.
   
   
   
   For Masquerade access:
   Use masquerade to review or manage user access without logging in as the user. Masquerade does not provide access to reference guides, DirectConnect®, or Learning Center due to lack of Okta authentication.

   
   1. From the Users tab hover over the person icon to impersonate the User, then click on Dealer Admin.

   Note: To view account settings you need to masquarade as a Dealer Admin or Owner.
   
   
   
   2. Anything done in masquerade will be: Manage Roles, Business Settings, or Manage Users.
   
   Note: Changes made during this session are recorded.
   
   
    

   3. To exit close the browser tab, do not use the exit button.

Set Up Okta User and Assign Groups

For existing Okta users: Do not assign a User ID if already active in Okta, the user must request a temporary password to log in because the password expires within 10 mins.

1. In Zendesk, locate the user and copy their email address.
   
   
    
2. Navigate to Brite Admin > User Management > Dealer Users.
3. Search for the user using the copied email address.
   
   
    
4. Log in to Okta.
   
   
    
5. Search using the email address.
   
   
    
6. Go to the Group tab. 
   
   
   
   Caution: Dual Brand must be validated in DirectConnect® before completing Okta setup. See Dual Brand Access Validation in DirectConnect® for more details.
   
   
    
7. Begin Okta User Setup and Group Assignment. 
   
   Note: The system is sensitive to formatting. Character spelling, spacing and dashes must be entered exactly as shown. Notice when it is "Dealer" vs. "Dealers".
   
   Assign both of the correct groups based on US or Canada:
   • Dealer Portal – US or Dealer Portal – CA
   • Dealers – US or Dealers – CA
     
     
      
8. Navigate to the Profile tab.
   
   Note: If a user is switching accounts but using the same email address, deactivate the user in Okta, then reactivate the account to enable editing. Once reactivated, update the account number and any applicable user details as needed.
    
9. Verify the account number is present or click Edit, scroll down and add it. Save.
   
   Note: Missing account numbers will result in a blocked error in DirectConnect®.
   
   
    
10. Go to DC, navigate to Utilities.
11. Select Manage OKTA Users.
12. Search for the user by email address.
13. Select Edit.
14. Add the account number.
    • For account owners: Assign User ID as Master.
    • For additional users: Do not assign a User ID. The Master user must complete mapping in DC.
      
      

Dual Brand Access Validation in DirectConnect®

1. Navigate to dc.hunterdouglas.com.
2. Log in using the following credentials:
   • User ID: Poweruser
   • Password: ********
3. Select Clients, then Manage Customers.
4. Search using the user’s account number.
5. Open the customer record and navigate to OE Groups.
6. Confirm the account is listed as Dual Brand.
   • If Dual Brand is not enabled, do not proceed with activation, and have the BDM contact the database team.
   • If Dual Brand is enabled, continue to Okta setup.
     
     
     
     

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