We have a team of around 100 managers and we'd like them to approve/sign
contracts in IronClad. When starting a workflow, the workflow owner should
choose the appropriate manager from the list to approve.
For this reason, we'd like to create a separate group in IronClad called
"Management Team" and provision them access to Okta automatically.
If I understood correctly, if we onboard a new manager we have to do these
steps:
1) we assign a new manager access to IronClad in Okta automatically on his
first working day;
2) manager has to login to IronClad;
3) power user/admin assigns the group "Management Team" to the manager's
account in IronClad;
4) then the workflow owner can pick him from the list in IronClad to
approve the agreement.
Is there a way we can skip steps 2 and 3 to avoid this piece of manual
work? Thanks in advance for the help