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Okta support for SSO authentication

Bold BI application supports adding users using the Okta provider. By importing them, you can share the dashboards and email exported dashboards with them.

How to register the Bold BI application in Okta

This section explains how to perform Single Sign-On for users in Okta with the Bold BI application.

NOTE: This configuration has to be done in Okta website.

Prerequisites

  • An admin account in Okta.
  • Install Bold BI application.

Steps to register the Bold BI application

  1. Login to the Okta website with an admin account.

    Admin page

  2. Click Applications in the header menu.

    Application page

  3. Click Add Application button.

    Add application

  4. Click web and proceed with Next.

    Application type

  5. Fill in the following application details in the next page and click Done.

  6. Name

  7. Login Redirect URIs

  8. Logout Redirect URIs

    Application details

    NOTE: Choosing the Grant type allowed as Implicit (Hybrid) is must in addition to the default.

  9. The Login redirect URIs must be the URI in the settings of your Bold BI application as in the below snap.

    Redirect URI

  10. In the next page, you will get the Client ID and Client Secret at the bottom of the page along with the other details you filled in the previous page.

    Client details

After successful registration in Okta, save these settings in Bold BI settings page to enable this authentication.

Enable Okta support for authentication in Bold BI

Configure the settings in Bold BI as in the following screenshot to enable the authentication using Okta.

Okta settings

The fields to be saved in the Bold BI to enable the Okta for authentication is explained as follows.

Provider Name It represents the name of the authentication provider to be displayed in the login page.
Provider Logo It represents the logo of the authentication provider to be displayed in the login page.
Authority The format is https://instancename.okta.com It must be the URL of your Okta instance.
Client ID The Client ID you get after registered the Bold BI application in Okta website.
Client Secret The Client Secret you get after registered the Bold BI application in Okta website.
Identifier preferred_username

Configure Okta Group Import Settings in Bold BI

Configure group import setting in Bold BI using Okta as shown in the below image.

Okta Group

Generate an API token by following the below link, https://developer.okta.com/docs/guides/create-an-api-token/create-the-token