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Okta SSO
Updated over a year ago

Prerequisites

To begin the process of enabling SSO for Iterate, the first step is to reach out to the Iterate support team using live chat on your Iterate dashboard.

Supported features

* SP-initiated SSO (Single Sign-On) - this authentication flow occurs when the user attempts to log in to the application from Iterate.

* SP-initiated SLO (Single Logout) - this allows users to sign out of both their Okta session and Iterate with a single action when logging out from Iterate.

For more information on the listed features, visit the Okta Glossary.

Configuration steps

After installing the application, you need to obtain some information that you will have to send to Iterate.

Gather information from Okta

  1. In the Okta admin page, click on the Iterate application and then navigate to the Sign On tab

  2. Copy the values of Client ID and Client secret (click the eye button to toggle the visibility)

  3. There should be a section that has a link titled OpenID Provider Metadata. Click this link. In the JSON document shown, look for a key titled “issuer” and copy the URL-value

Set in Iterate

Once your account has been enabled for SSO, go to your company settings page and select Okta. Then input your Client ID, Client Secret, and Provider URL you got in the previous step.

Connect your account to Okta

Once your Okta settings have been set, scroll to the top of the company settings page in the 'Personal' section you'll now see a Login with Okta button. Click on that, then enter your Okta credentials (your email and password) and click "Sign in with Okta".

If your credentials are valid, you are redirected to the Iterate dashboard. This has now connected your Okta account to your Iterate account and you can use the SP-initiated SSO flow for your account.

When you invite other members to your Iterate account, on the invitation page they will be prompted to log in with Okta as well, which will link their accounts and let them use the SP-initiated SSO flow.

SP-initiated SSO

The sign-in process is initiated from Iterate.

1. From your browser, navigate to the Iterate sign-in page.

2. Enter your Okta credentials (your email and password) and click "Sign in with Okta".

If your credentials are valid, you are redirected to the Iterate dashboard.

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