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User identification policy guide#6235

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tbs-okta-1193878-user-identification-policy-guide
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User identification policy guide#6235
brentschaus-okta wants to merge 9 commits into
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tbs-okta-1193878-user-identification-policy-guide

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@brentschaus-okta brentschaus-okta commented Jun 15, 2026 •
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Description:

  • What's changed?
    Adds a new guide, Configure a user identification policy, covering how to use the Policies API to manage user identification policies (USER_IDENTIFICATION type). The guide explains that the policy maps one-to-one to an app sign-in policy, is auto-managed alongside it (no direct create/map/clone/delete), and that you manage only its rules. It walks through finding the policy, reviewing the default rule, and creating/updating a rule to show or hide the Sign in with Okta Verify button via showSignInWithOV (ALWAYS/NEVER), including platform/network conditions and the FastPass prerequisite.

    Changes:

    • New guide: docs/guides/user-identification-policies/ (index.md + main/index.md)
    • New sequence diagram asset: img/user-identification-policies/uip-evaluation-sequence.svg, embedded in the About section
    • Registers the guide in the guides overview (docs/guides/index.md)
    • Adds a User identification policies subsection to docs/concepts/policies/index.md
    • Updates the policy simulation guide to include user identification policies in its supported types list; adds a cross-reference section to the user identification policy guide; clarifies that rules can be created and updated but not deleted

  • Is this PR related to a Monolith release?
    Yes — 2026.08.0. The feature is behind the USER_IDENTIFICATION_POLICY feature flag (EA). API spec: okta-oas3#3413 (OKTA-1177885).

Resolves:

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@brentschaus-okta brentschaus-okta added docs release Tagged to be released during scheduled docs release Work In Progress labels Jun 15, 2026
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@brentschaus-okta
Apply SME feedback on user identification policy guide
6f35a30 
- Add activate/update to unsupported direct operations
- Lowercase 'user identification policy' in prose and error string
- Update Okta FastPass not-enabled error message
- Remove deprecated settings.showSignInWithOV override note (no longer allowed)
- Add mappings link to list policies response example
- Add ACCESS_POLICY response example with userIdentificationPolicy link
- Diagram step 7: specify Okta FastPass enabled
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Match ACCESS_POLICY example to SME-provided response body
617912e 
Add deactivate lifecycle link and _embedded.resourceType per Arsalan's
real org response. UIP example already matched.
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@brentschaus-okta
Fix navbar syntax: missing comma after user-identification-policies e…
5da3291 
…ntry

Two back-to-back object literals broke the eval in build-overview-pages.js
(Unexpected token '{'), failing the site build.
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okta-prod-github-app Bot commented Jun 18, 2026

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Acrolinx score

A minimum Acrolinx Score of 80 is required. The total score is an average of the subscores.
Select Total score to review the Acrolinx scorecard for your article. Try to increase your individual scores, for example: Correctness. Your content will be clearer and more consistent.

Article Total score
Required:80		 Word and phrases
(Brand, terms)
Preferred: 80		 Correctness
(Spelling, grammar)
Preferred: 80		 Clarity
(Readability)
Preferred: 80		 Inclusive language
(+ accesibility)
Preferred: 80
✅ packages/@okta/vuepress-site/docs/concepts/policies/index.md 86 81 86 65
✅ packages/@okta/vuepress-site/docs/guides/index.md 87 67 80 78
✅ packages/@okta/vuepress-site/docs/guides/user-identification-policies/index.md 100 100 100 100
✅ packages/@okta/vuepress-site/docs/guides/user-identification-policies/main/index.md 81 100 54 41

Successfully checked 4 of 4 documents.
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links expire after some time and you must have a login for the
Acrolinx server to access them again.

@brentschaus-okta @claude
docs(OKTA-1193878): add policy simulation support and rule-deletion note
8fc80a0 
- Add 'Test your policy with policy simulation' section to the user
  identification policy guide (per Arsalan's feedback that simulation
  now includes this policy type)
- Clarify that rules can be created and updated but not deleted
- Add user identification policies to the supported types list in the
  policy simulation guide

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
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okta-prod-github-app Bot commented Jun 24, 2026

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Acrolinx score

A minimum Acrolinx Score of 80 is required. The total score is an average of the subscores.
Select Total score to review the Acrolinx scorecard for your article. Try to increase your individual scores, for example: Correctness. Your content will be clearer and more consistent.

Article Total score
Required:80		 Word and phrases
(Brand, terms)
Preferred: 80		 Correctness
(Spelling, grammar)
Preferred: 80		 Clarity
(Readability)
Preferred: 80		 Inclusive language
(+ accesibility)
Preferred: 80
✅ packages/@okta/vuepress-site/docs/concepts/policies/index.md 86 81 86 65
✅ packages/@okta/vuepress-site/docs/guides/index.md 87 67 80 78
✅ packages/@okta/vuepress-site/docs/guides/policy-simulation/main/index.md 84 79 79 88
✅ packages/@okta/vuepress-site/docs/guides/user-identification-policies/index.md 100 100 100 100
✅ packages/@okta/vuepress-site/docs/guides/user-identification-policies/main/index.md 80 100 56 40

Successfully checked 5 of 5 documents.
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Reopen the pull request or push new changes to check again.

Depending on the Acrolinx server configuration, the
links expire after some time and you must have a login for the
Acrolinx server to access them again.

@brentschaus-okta @claude
docs(OKTA-1193878): fix rule deletion — non-default rules can be deleted
c8047db 
Corrected per Arsalan's feedback: only the default rule can't be
deactivated or removed; non-default rules can be created, updated,
and deleted.

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
@okta-prod-github-app

okta-prod-github-app Bot commented Jun 24, 2026

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Acrolinx score

A minimum Acrolinx Score of 80 is required. The total score is an average of the subscores.
Select Total score to review the Acrolinx scorecard for your article. Try to increase your individual scores, for example: Correctness. Your content will be clearer and more consistent.

Article Total score
Required:80		 Word and phrases
(Brand, terms)
Preferred: 80		 Correctness
(Spelling, grammar)
Preferred: 80		 Clarity
(Readability)
Preferred: 80		 Inclusive language
(+ accesibility)
Preferred: 80
✅ packages/@okta/vuepress-site/docs/concepts/policies/index.md 86 81 86 65
✅ packages/@okta/vuepress-site/docs/guides/index.md 87 67 80 78
✅ packages/@okta/vuepress-site/docs/guides/policy-simulation/main/index.md 84 79 79 88
✅ packages/@okta/vuepress-site/docs/guides/user-identification-policies/index.md 100 100 100 100
✅ packages/@okta/vuepress-site/docs/guides/user-identification-policies/main/index.md 81 100 56 40

Successfully checked 5 of 5 documents.
See summary in Content Analysis Dashboard

Reopen the pull request or push new changes to check again.

Depending on the Acrolinx server configuration, the
links expire after some time and you must have a login for the
Acrolinx server to access them again.

@brentschaus-okta @claude
docs(OKTA-1193878): add Okta Verify authenticator as participant in s…
e435e19 
…equence diagram

Per Arsalan's feedback, the global gate (OV configured + FastPass enabled)
is now shown as an explicit call/response to the Okta Verify authenticator
rather than a self-loop footnote. Also updates the image alt text.

Co-Authored-By: Claude Sonnet 4.6 (1M context) <noreply@anthropic.com>
@okta-prod-github-app

okta-prod-github-app Bot commented Jun 24, 2026

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Acrolinx score

A minimum Acrolinx Score of 80 is required. The total score is an average of the subscores.
Select Total score to review the Acrolinx scorecard for your article. Try to increase your individual scores, for example: Correctness. Your content will be clearer and more consistent.

Article Total score
Required:80		 Word and phrases
(Brand, terms)
Preferred: 80		 Correctness
(Spelling, grammar)
Preferred: 80		 Clarity
(Readability)
Preferred: 80		 Inclusive language
(+ accesibility)
Preferred: 80
✅ packages/@okta/vuepress-site/docs/concepts/policies/index.md 86 81 86 65
✅ packages/@okta/vuepress-site/docs/guides/index.md 87 67 80 78
✅ packages/@okta/vuepress-site/docs/guides/policy-simulation/main/index.md 84 79 79 88
✅ packages/@okta/vuepress-site/docs/guides/user-identification-policies/index.md 100 100 100 100
✅ packages/@okta/vuepress-site/docs/guides/user-identification-policies/main/index.md 81 100 58 39

Successfully checked 5 of 5 documents.
See summary in Content Analysis Dashboard

Reopen the pull request or push new changes to check again.

Depending on the Acrolinx server configuration, the
links expire after some time and you must have a login for the
Acrolinx server to access them again.

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