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Okta SSO

This page describes how to set up your Okta SSO for RegScale.

Prerequisites

Before you start, ensure that you have admin access to both RegScale and Okta.

Steps:

  1. Log in to your Okta account: Open your Okta account, and log in as an administrator.
  2. Create an Okta application:
    1. Go to Applications > Add Application
    2. Click Create New App, select Single Page Apps as the platform, then OpenID Connect as the Sign-on method, and then click Create.
  3. Fill in the Application name, and optionally upload a logo.
  4. Set up the Okta application:
    1. Under the General Settings, you will need to add the Redirect URIs. The Redirect URI should match the one you have in your RegScale settings.
      For example, if your RegScale application is hosted at https://yourapp.regscale.io, your Redirect URI might be https://yourapp.regscale.io/login.
    2. Under Allowed grant types, ensure Authorization Code and Refresh Token are selected.
      Click Save.
    3. Retrieve your Client ID, Client Secret and Authority:
      1. After saving, Okta will direct you to the General tab of your application. Here you will find the Client ID and Client Secret:
        Your Authority URL will be your Okta domain or your Okta domain followed by /oauth2/default. For example, https://dev-123456.okta.com/ or https://dev-123456.okta.com/oauth2/default depending on the configuration of Okta. (See https://developer.okta.com/docs/reference/api/oidc/#well-known-openid-configuration)
    4. Set up RegScale:
      1. Log in to your RegScale application as an administrator
      2. Navigate to your OAuth settings
      3. Input your Client ID, Authority that you gathered from Okta and Redirect URL for RegScale.
        Save your changes.
  5. Test your setup:
    Attempt to log in to your RegScale application via Okta to ensure everything is working as expected

This is a high-level overview, and your setup might need additional steps depending on the specifics of your system and security needs. Always ensure you adhere to best practices when dealing with authentication and user data.

Okta documentation for setting up applications