Okta
From Planfix
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 — Create App Integration section.
- Select the integration type: SAML 2.0.
- In the form that opens, fill in the fields (copy the field values for SAML configuration from the integration settings in Planfix):
- Single sign-on URL
- Audience URI (SP Entity ID)
- Click the Finish button.
- The Sign On application tab will open, where the Metadata URL will be specified.
- Copy the Metadata URL link into the corresponding field of the integration settings in Planfix.
- Save the integration settings in Planfix.
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.