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Okta Integration Guide

Okta is an identity provider that allows companies to use a single source of credentials to log in to cloud applications. With the number of applications that companies now use to maintain their system, it can become increasingly burdensome to ensure access security. Okta allows companies to handle all their application access requirements from one place.

TaskCall integrates with Okta to give users the ability to log in with their Okta credentials. Enable auto provisioning to allow users to register on to the platform on the very first sign in without system admins having to give separate permissions.

Pointers
  • TaskCall’s Okta integration is based on the OIDC (OpenID Connect) protocol using OAuth 2.0.
  • Users can sign into TaskCall with their Okta credentials.
  • Users can be auto provisioned (auto registered) on TaskCall on their first sign in.
  • Only the account Owner is able to configure SSO settings for the organization.
  • SSO authentication can be enabled for only one identity provider at a time.
Configure Okta
  1. Go to Configurations > Organization.Only the Owner of the organization will be able to access the Organization page.
  2. Scroll down to the middle of the page and click on the Single Sign-On tab.
  3. Select the Okta radio button and enter your company's Okta subdomain.

    Okta Configuration

  4. Scroll down to the Additional Settings section.
  5. If you want the users to be able to log into TaskCall using both their SSO credentials and TaskCall credentials, then select the Allow login with TaskCall credentials checkbox.
  6. If you want to allow users to be able to auto-register on first sign in using their SSO credentials, then select the Allow auto provisioning checkbox. Do understand that this will impact your monthly billing as billing is done based on the number of users you have on your account in a given month.
  7. If you choose to enable auto provisioning, you must also select the default role to assign to the user when they are registered. Of course, you will be able to edit the user role after the user is registered if you want to.

    Additional Settings

  8. Click Save once you are done and that’s it. You can now sign in using your Okta credentials.
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