How to set up single sign-on (SSO) with Okta

Signing in with single sign-on (SSO) is one of the ways to sign into Influ2 and ensure the highest level of security.

This guide walks you through configuring SSO with Okta for your Influ2 account. This allows users to access Influ2 using their Okta credentials, eliminating the need for separate logins.

This process consists of 5 distinct steps. Let’s break down each of them.

1. Creating a new application in Okta

1.1 Open your Okta dashboard and navigate to the “Applications” section.

1.2 Click on “Create App Integration.”

okta-1.png

1.3 Choose “OIDC - OpenID Connect” as the sign-in method.

1.4 Select “Web Application” as the application type.

1.5 Press “Next” to proceed.

okta-2.png

2. Configuring application parameters

2.1 Enter a descriptive name for your Influ2 application.

2.2 Specify the Sign-in redirect URI: https://v2.influ2.com/v1/api/auth/callback/okta 

2.3 Specify the Sign-out redirect URI: https://v2.influ2.com/login

2.4 Save the settings.

okta-3.png

3. Creating a user attribute

3.1 Navigate to the "Directory" section and select "Profile Editor."

3.2 In the newly opened window, locate the profile of the recently created application (for example, "Influ2 SSO User"). Okta automatically generates this profile by appending "User" to the application name specified in the previous step. Click on the profile name to proceed.

3.3 Click "Add Attribute."

okta-10.png

3.4 In the new window, complete the following fields with the corresponding information:

  • Data Type: String
  • Display Name: Choose any name, such as UserRole
  • Variable Name: user_role
  • Enum: Active
  • Attribute Members:
    • Admin - admin
    • Manager - manager
    • Viewer - viewer
  • Attribute Type: Personal

After filling in the details, click "Save."

okta-4.png

3.5 Check if the new attribute is available in the list of attributes.

okta-11.png

4. Assigning Roles to Users in Applications

4.1 Go to "Applications > Applications."

4.1 Locate the application created in step 1, "Creating a new application in OKTA," and click on its name.

4.3 Open the "Assignments" tab and press the "Assign" button.

4.4 Choose the individuals or groups you want to assign to the application.

okta-12.png

4.5 Assign the appropriate role for each user to ensure Influ2 provides the correct dashboard permissions. (Please note: If no role is assigned, Influ2 will consider every user as an admin.)

okta-13.png

5. Providing integration data to Influ2

Once you've completed the configuration in Okta, share the following information with the Influ2 team to finalize the integration:

  • Org URL from your Okta dashboard.
  • Client ID for your Influ2 application in Okta.
  • Client Secret for your Influ2 application in Okta.

With this configuration, your team can now access Influ2 using their Okta credentials for a seamless login experience!