As an Admin, you can set up your QuotaPath workspace to allow users to login to QuotaPath using Okta as a Single Sign-On provider. Please continue reading for a step-by-step guide on how to set up.
Install the QuotaPath application in your Okta instance
If you haven't already, sign up and create a QuotaPath workspace (www.quotapath.com)
The Okta Single Sign-On integration is only available for workspaces on the Growth and Premium tier
Service Provider initiated SSO (OpenID Connect Authentication)
How to Set Up
In order to set up the QuotaPath integration in your Okta instance, please follow the below steps:
Add the QuotaPath application to your Okta applications by visiting this link.
Within Applications in Okta, go to the QuotaPath application, and then to Assignments, and assign users to the QuotaPath application that will be QuotaPath users.
After installing the QuotaPath app in Okta, you will also need to obtain some information to send to QuotaPath.
Gather information from Okta
In the Okta admin page, click on the QuotaPath application and then navigate to the Sign On tab
Copy the values of Client ID and Client secret (click the eye button to toggle the visibility)
There should be a section that has a link titled OpenID Provider Metadata. Click this link. In the JSON document shown, look for a key titled “issuer” and copy the URL-value.
Enter information into QuotaPath
Once you have all the information, go to Settings in the left hand navigation of the QuotaPath application. From there, go to Account and scroll down to find Okta in the Security section. Enter the below information into the fields:
Last, use the dropdown to choose whether you would like to limit single sign-on to QuotaPath via Okta only.
Add Users & Send Invites
In order for users to start logging in to QuotaPath, you'll need to add them to your workspace and send the invites. Read this article to learn how to add users to your workspace and this article to learn how to send invites.
Single Sign-On via Okta
Upon receiving the email invite to join your QuotaPath workspaces, users can click the call-to-action to login to QuotaPath. After reaching the below login screen, the user will click the Okta icon in order to authenticate via Okta.