As an Admin, you can set up your QuotaPath workspace to allow users to log in to QuotaPath using Okta as a Single Sign-On provider. Please continue reading for a step-by-step guide on how to set up.
Requirements
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
Supported Features
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 the QuotaPath application, 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 Preferences and scroll down to find the Okta Authentication (SSO) section. Enter the information below into the fields:
Issuer URL
Client ID
Client Secret
Last, use the dropdown in the Require SSO section to choose whether you would like to limit single sign-on to QuotaPath via Okta only.
Create a Bookmark App for the End-User Dashboard
You will need to create a bookmark app for your users to log in to QuotaPath via their Okta Dashboard. Click here to learn more about creating a Bookmark App in Okta.
Add Users & Send Invites
To allow 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 invitation to join your QuotaPath workspaces, users can click the call to action to log in to QuotaPath. After reaching the login screen below, the user will click the Okta icon to authenticate via Okta.
