Summary
Okta log-in is an additional module that our Standard Metrics team can enable in the backend for your firm. Talk to your CSM to learn more about enabling Okta in app.
Make sure that the Workspace members' emails exactly match their Okta accounts. Users must have an account with both Okta and Standard Metrics in order to log-in.
Requirements
Admin access to an Okta Org
Supported Features
Service Provider (SP)-Initiated Authentication (SSO) Flow - this authentication flow occurs when the user attempts to log in to the application from Standard Metrics.
Identity Prover (IdP)- Initiated Authentication (SSO) Flow - this authentication flow occurs when the user attempts to log in to Standard Metrics from Okta.
User Federation, role management, etc. are not supported. Users and their Standard Metrics roles will still need to be managed from the Standard Metrics settings page.
Configuration Steps
Creating your application in Okta
When you create your application in Okta, you will need to specify two parameters: Organization Type and Organization Slug. These parameters tell Okta where to route your log-in.
Organization Type
Investors on Standard Metrics have the Organization type: firm
Companies on Standard Metrics have the Organization type: company
Organization Slug
Your Organization Slug will be shown in the URL you use to access Standard Metrics.
Companies
Your slug will be after "/company/" in your URL.
Investors
Your slug will be after "/venture/" in your URL.
Example screenshot from the Okta App
Users Management
Users in Okta must have access to the Standard Metrics app in Okta to log in to Standard Metrics.
Make sure the emails users use in Okta match the email on their account in Standard Metrics. If these emails do not match, the user will not be able to log in.
Gather information from Okta
After installing the application, you need to obtain some information to input in Standard Metrics.
In the Okta admin page, click on the Standard Metrics 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)
To get your Okta URL, click on your username in the top right of the Okta Admin Portal. You can then copy your Okta URL.
Example screenshot from the Okta app
Configure Okta in your settings page
Companies and Firms will be able to configure their Okta integration in their settings by inputting their Okta Client ID, Client Secret, and Base URL. This view is only available to firms with the Okta Feature enabled.
Once you hit save here, you'll be asked to log-in with Okta before we enforce the change. This allows you to verify that the Okta integration is working properly while maintaining the ability to log in in case of an error in your credentials. Once you successfully log in with your Okta, all users at your firm will need to use Okta to sign in.
Note
Once Okta is enabled as a log-in method, users can only log into your Standard Metrics instance using Okta. Other authentication methods will no longer work.
Logging in
Now that you're account is set up with Okta, click the link bellow to learn how you can sign in using Okta.