Okta Integration
Okta Integration with Mandatly
Integrating Okta with Mandatly application streamlines user authentication by enabling Single Sign-On (SSO). This integration allows users to access the Mandatly application using their Okta credentials, enhancing convenience and security. Once configured, users can log in to Mandatly application with a single set of credentials managed through Okta, reducing the need for multiple passwords and improving overall user experience.
Follow the few steps given below:
- Login to your Okta account.
- Navigate to Directory -> People -> Add person.
- Add all users who require access to the Mandatly account.
Note: If the intended users for Mandatly are already established in Okta, you may skip steps 2 and 3. - Navigate to Applications -> Applications -> Create App Integration
- Select the Sign-in method = OIDC - OpenID Connect and Application type = Web Application and click on the Next button.
- Name your App integration as MandatlyApp and add Mandatly’s logo in Logo field.
- Ensure that the Authorization Code is set as the Core Grant Type.
- Enter the Mandatly’s login URL in Sign-in redirect URLs.
https://<tenancyname>.mandatlyonline.com/account/login - Select the Controlled Access type as per your requirement.
- If you select Allow everyone in your organization to access, turn off the Immediate access with Federation Broker Mode.
- Click on the Save button.
- Navigate to General Settings section -> Edit -> Grant Type -> Advanced.
- Select Implicit (hybrid) and Allow ID Token with implicit grant type if you want your Response Type to be id_token.
- Select Implicit (hybrid) and Allow Access Token with implicit grant type if you want your Response Type to be token.
- If you do not select the other grant type, set the Response Type to be Code.
Note: Response Type setting is done in Mandatly system -> Administration -> Settings -> External Login Settings. - Navigate to Login section-> Login initiated by.
- Select Either Okta or App in Login initiated by.
- Select Display application icon to users in Application visibility.
- Select Redirect to app to initiate login (OIDC Compliant) in Login flow.
- Enter the Initiate login URL:
https://<tenancyname>.mandatlyonline.com/account/login?OID=1
- Click on the Save button.
- Copy and securely save the Client ID and Client Secret for use in your Mandatly account.
Note: After the application has been created, you can assign it to the existing users by navigating to Directory -> People.
- Login to your Mandatly account.
- Navigate to Administration -> Settings -> External Login Settings.
- Uncheck the “Disable External Login” checkbox
Other features:
- Auto generate new user: The system will automatically generate a new user in Mandatly if any user is created in Okta after app Integration.
- Visible External Login Button on Login Screen: Display the login button on login screen even when the user directly accesses Mandatly portal URL.
- Enter the Client Id and Client Secret as copied from your Okta account.
- Enter the https://<oktasubdomain>.okta.com in Authority (okta issuer) and https://<oktasubdomain>.okta.com/oauth2/v1/authorize in Login URL (okta authorization_endpoint).
Note: Replace okta subdomain with your actual okta subdomain.
- Navigate to User Management.
- Enable the New registered users are active by default. This will automatically Activate the users created after the App Integration.
Note: This setting is applicable when the "Auto-generate new user" option has been enabled in the External Login Settings. - Click on the Save button to save the External Login Settings.
- To login to your Mandatly Portal, open the Mandatly Portal URL -> External Login.
- You will be redirected to the okta login screen.
- Enter your Okta credentials and click on the sign in button.
- You will be redirected to the Mandatly Portal, and the user will be registered in Administration -> Users grid.
You have successfully integrated Okta with your Mandatly account. You may now utilize the Single Sign-On (SSO) functionality.