Breadcrumbs

Okta

Our Okta app integration is still under review.


This guide explains how to configure Okta as an Identity Provider for your organization to access the Requirement Yogi standalone application using our official app from the Okta Integration Network (OIN).

Before you begin:
You need an administrator account on your Okta organization.

Overview

Our Okta integration uses OpenID Connect (OIDC) with the Authorization Code Flow.

Once configured, your users will be able to sign in to our standalone application via your Okta SSO portal.

The Okta integration supports:

  • SP flow: users click the sign-in link in the standalone application, provide their email address and are redirected to Okta to authenticate.

Step 1 - Add the app from the OIN catalog

  1. Navigate to your Okta Admin Console

  2. Navigate to Applications > Applications

  3. Click Browse App Catalog

  4. Search for Requirement Yogi and select it from the results

  5. Click Add Integration

  6. You should be redirected to the general settings of the application

  7. Provide your data residency region (EU or US)

  8. If you have a doubt, feel free to contact our support team.

  9. Click Done.

Step 2 - Assign users or groups

Only users and groups assigned to the application in Okta will be able to sign in.

  1. Navigate to Applications > Applications

  2. Select the newly added Requirement Yogi application

  3. Navigate to the Asssignments tab

  4. Click Assign

  5. Choose Assign to People or Assign to Groups

  6. Select the users or groups that should have access to Requirement Yogi

  7. Click Save and Go Back

  8. Click Done

Step 3 - Copy your Okta application credentials

Once the application is added, you need to retrieve the credentials to complete the setup.

  1. Navigate to Applications > Applications

  2. Select the newly added Requirement Yogi application

  3. Navigate to the Sign On tab

  4. Scroll to Settings > Sign on methods > OpenID Connect

  5. Note down the following values for the next step:

    • Client ID

    • Client secret

Step 4 - Contact the support to enable the integration

  1. Navigate to our Support page

  2. Create a new ticket (e.g. Configure Okta integration for [COMPANY NAME])

  3. Provide the following details:

    • Your Okta subdomain (e.g. https://acme-corp.okta.com)

    • Your email domain (e.g. @acme.com)

    • Client ID (from the previous step)

    • Client secret (from the previous step)

  4. For security reasons, we may ask you to confirm the ownership of the email domain.

  5. Then, our team will configure the authorization server to use your identity provider for the provided email domain.

Note:
For now, the process of configuring an identity provider is manual. In the future, we plan to build a dedicated interface to help you manage the identity providers of your organization directly from the standalone application.

Step 5 - Test the integration

Once the support team has processed your ticket:

  1. Open a private/incognito browser window

  2. Navigate to the standalone application

  3. Click Log in

  4. You should be redirected to the login page of the standalone application

  5. Provide the email address of a user that has been assigned to the Okta application

  6. You should be redirected to your Okta login page

  7. Navigate to Settings > Profile

  8. Confirm that the user details are correct