Okta: Difference between revisions
| Line 11: | Line 11: | ||
*SCIM provisioning | *SCIM provisioning | ||
== Configuration steps == | == Configuration steps == | ||
===Steps in Planfix:=== | |||
*Go to the '''Account management — Integrations — Single Sign-On''' section. | *Go to the '''Account management — Integrations — Single Sign-On''' section. | ||
*Activate integration with Okta. | *Activate integration with Okta. | ||
===Steps in Okta:=== | |||
*Open the Okta administration panel in a separate tab: https://www.okta.com/. | *Open the Okta administration panel in a separate tab: https://www.okta.com/. | ||
*Go to the '''Applications section'''. | *Go to the '''Applications section'''. | ||
Revision as of 13:57, 22 April 2025
Integration with Okta allows your company's employees to log into Planfix and other services using a single password (Single Sign-On). This enhances convenience, security, and simplifies user account management.
Supported features
- Single Sign-On (SSO) with SAML 2.0
- Just-In-Time (JIT) provisioning
- SCIM provisioning
Configuration steps
Steps in Planfix:
- Go to the Account management — Integrations — Single Sign-On section.
- Activate integration with Okta.
Steps in Okta:
- Open the Okta administration panel in a separate tab: https://www.okta.com/.
- Go to the Applications section.
- Click on the Browse App Catalog button.
- Search for "Planfix" in the catalog:
- Select the Planfix application and click Add.
- Follow the on-screen instructions to complete the application setup.
Note: If the application is not visible in the catalog (since it’s a private app), you can use the following URL to create a new instance of the application: https://dev-45569685-admin.okta.com/admin/app/dev-45569685_planfix_2/instance/new/
Now, on the Planfix login page, you will have the option to authorize through SSO. Ensure that users are granted access to the Planfix application in Okta. When a new user logs in for the first time in Planfix, their account will be automatically created through the JIT (Just-In-Time provisioning) mechanism.
Setting up SCIM Provisioning
- In Okta, go to the settings of the created Planfix application.
- Open the General — App Settings section.
- Enter edit mode and enable the Provisioning SCIM option.
- Go to the Provisioning section:
- Copy the SCIM URL and Bearer Token from the integration settings in Planfix.
- Paste them into the corresponding fields in Okta.
- Activate the necessary settings according to your requirements and save the changes.
- Perform a configuration check by clicking the Test Connector Configuration button, and click Save to complete the setup.
- Set up rules in the To App section according to your organization's requirements.
- Also, set up rules in the To Okta section if you need to add users from Planfix to Okta.