Difference between revisions of "Okta integration"

From SimplyMeet.me
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1. Login to '''your organization’s Okta tenant'''.
 
1. Login to '''your organization’s Okta tenant'''.
  
2. Navigate to '''Applications''' > '''Applications''' and click on "Create app integration".
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2. Navigate to '''Applications''' > '''Browse App Catalog''' > Search '''SimplyMeet.me''' application > '''Add integration'''.
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[[File:Okta search for simplymeet app in catalogue.png|1200px|center|link=https://help.simplymeet.me/images/3/38/Okta_search_for_simplymeet_app_in_catalogue.png]]
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[[File:Simplymeet add app from Okta catalogue .png|1200px|center|link=https://help.simplymeet.me/images/1/16/Simplymeet_add_app_from_okta_catalogue_.png]]
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Adjust General Settings if needed and click on "Done".
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[[File:Okta simplymeet app general settings.png|1200px|center|link=https://help.simplymeet.me/images/5/5d/Okta_simplymeet_app_general_settings.png]]
  
3. Select '''OIDC - OpenID Connect''' in '''Sign-in method''' and '''Web Application''' in '''Application type''' in the popup that appears. Proceed to the next step.
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3. Navigate to your '''SimplyMeet.me account''' and go to '''[https://st.secure.dev.simplymeet.me/integrations Integrations]''' page.
[[File:Okta create web app.png|1200px|center|link=https://help.simplymeet.me/images/8/88/Okta_create_web_app.png]]
 
  
4. Add your applications name, upload logo image and set the following options the same way as on the screenshots below.
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4. Click on '''Connect''' button near '''Okta''' option.
[[File:Okta app general settings.png|1200px|center|link=https://help.simplymeet.me/images/9/90/Okta_app_general_settings.png]]
 
  
5. In the '''Assignments''' block please select whether this application should be available for all your organization members or to the specific groups only. Save your settings.
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5. Copy the values of '''Client ID''' and '''Client secret''' fields in Okta application page and paste them to '''Okta application client id''' and '''Okta application client secret''' correspondingly in the SimplyMeet.me page.<br>
[[File:Okta access restrictions.png|1200px|center|link=https://help.simplymeet.me/images/c/cd/Okta_access_restrictions.png]]
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[[File:Okta app credentials to copy.png|1200px|center|link=https://help.simplymeet.me/images/d/de/Okta_app_credentials_to_copy.png]]
  
6. Select to edit '''General settings''' block, add SimplyMeet.me Terms and Conditions, as well as Privacy policy links.
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6. Get back to the '''Okta''' interface. In the top right corner find the Okta Domain, which is the URL at which you are accessing your Okta tenant (https://example.okta.com).
[[File:Simplymeet terms.png|1200px|center|link=https://help.simplymeet.me/images/a/a8/Simplymeet_terms.png]]
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[[File:Simplymeet app okta domain.png|1200px|center|link=https://help.simplymeet.me/images/b/b6/Simplymeet_app_okta_domain.png]]
  
7. In the '''Login''' block please select '''Either Okta or app''' in the '''Login initiated by''' setting, check the checkboxes below. Then fill in '''Initiate login URI''' as indicated below. Save settings.
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7. Copy it and paste to the '''Okta application domain''' field in the SimplyMeet.me side. Click on Connect button there.
[[File:Okta login settings.png|1200px|center|link=https://help.simplymeet.me/images/f/f1/Okta_login_settings.png]]
 
  
8. Navigate to your '''SimplyMeet.me account''' and go to '''[https://st.secure.dev.simplymeet.me/integrations Integrations]''' page.
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8. Navigate to '''[https://st.secure.dev.simplymeet.me/profile/edit Account settings]''' page and turn on '''Enable login via SSO''' option for your own user if you would like to have the possibility to login via SSO. Save settings.
  
9. Click on '''Connect''' button near '''Okta''' option.
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9. In case you need more team members to be able to log in to the SimplyMeet.me system via SSO please add all necessary people in '''Okta interface''', '''Directory''' -> '''People'''.<br>
 
 
10. Copy the values of '''Client ID''' and '''Client secret''' fields in Okta application page and paste them to '''Okta application client id''' and '''Okta application client secret''' correspondingly in the SimplyMeet.me page.<br>
 
[[File:Okta client id.png|1200px|center|link=https://help.simplymeet.me/images/d/de/Okta_client_id.png]]
 
 
 
11. Get back to the '''Okta''' interface. Under the '''General Settings''' tab, find the '''Okta Domain''' (or Issuer URL), which is the URL at which you are accessing your Okta tenant (https://example.okta.com).
 
[[File:Okta domain.png|1200px|center|link=https://help.simplymeet.me/images/9/9c/Okta_domain.png]]
 
 
 
12. Copy it and paste to the '''Okta application domain''' field in the SimplyMeet.me side. Click on Connect button there.
 
 
 
13. Navigate to '''[https://st.secure.dev.simplymeet.me/profile/edit Account settings]''' page and turn on '''Enable login via SSO''' option for your own user if you would like to have the possibility to login via SSO. Save settings.
 
 
 
14. In case you need more team members to be able to log in to the SimplyMeet.me system via SSO please add all necessary people in '''Okta interface''', '''Directory''' -> '''People'''.<br>
 
 
Assign them to the application in '''Applications''' -> '''Applications''' -> '''Click on the SimplyMeet.me app''' -> '''Assignments''' -> '''Assign''' -> '''Assign to People''' and select the necessary users.
 
Assign them to the application in '''Applications''' -> '''Applications''' -> '''Click on the SimplyMeet.me app''' -> '''Assignments''' -> '''Assign''' -> '''Assign to People''' and select the necessary users.
  
15. Go to SimplyMeet.me '''[https://st.secure.dev.simplymeet.me/organization Organization]''' page, click on '''Add teammates''' button, enter the email addresses for the users you would like to invite to your organization (you need to use the same email addresses as in Okta) and check the box '''Login via SSO only''' if you would like them to be able to login using SSO authentication only.<br>
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10. Go to SimplyMeet.me '''[https://st.secure.dev.simplymeet.me/organization Organization]''' page, click on '''Add teammates''' button, enter the email addresses for the users you would like to invite to your organization (you need to use the same email addresses as in Okta) and check the box '''Login via SSO only''' if you would like them to be able to login using SSO authentication only.<br>
 
Such users will get invitation emails with the SimplyMeet.me account data and will be able to log in from the Okta apps page using the corresponding application.
 
Such users will get invitation emails with the SimplyMeet.me account data and will be able to log in from the Okta apps page using the corresponding application.

Revision as of 12:44, 15 September 2022

The SimplyMeet.me integration with the Okta system enables SSO authentication to your SimplyMeet.me account, allowing fast and simple login for your team members.
Please note! This integration is available on the organization level only.

Getting started with Okta integration

1. Login to your organization’s Okta tenant.

2. Navigate to Applications > Browse App Catalog > Search SimplyMeet.me application > Add integration.

Okta search for simplymeet app in catalogue.png

Adjust General Settings if needed and click on "Done".

Okta simplymeet app general settings.png

3. Navigate to your SimplyMeet.me account and go to Integrations page.

4. Click on Connect button near Okta option.

5. Copy the values of Client ID and Client secret fields in Okta application page and paste them to Okta application client id and Okta application client secret correspondingly in the SimplyMeet.me page.

Okta app credentials to copy.png

6. Get back to the Okta interface. In the top right corner find the Okta Domain, which is the URL at which you are accessing your Okta tenant (https://example.okta.com).

Simplymeet app okta domain.png

7. Copy it and paste to the Okta application domain field in the SimplyMeet.me side. Click on Connect button there.

8. Navigate to Account settings page and turn on Enable login via SSO option for your own user if you would like to have the possibility to login via SSO. Save settings.

9. In case you need more team members to be able to log in to the SimplyMeet.me system via SSO please add all necessary people in Okta interface, Directory -> People.
Assign them to the application in Applications -> Applications -> Click on the SimplyMeet.me app -> Assignments -> Assign -> Assign to People and select the necessary users.

10. Go to SimplyMeet.me Organization page, click on Add teammates button, enter the email addresses for the users you would like to invite to your organization (you need to use the same email addresses as in Okta) and check the box Login via SSO only if you would like them to be able to login using SSO authentication only.
Such users will get invitation emails with the SimplyMeet.me account data and will be able to log in from the Okta apps page using the corresponding application.