Okta Integration

Connect Okta to your OneDesk Account

Add single sign-on (SSO) for your OneDesk users and customer accounts by connecting with Okta. Easily manage your credentials within Okta.

What does the Okta Integration lets you do?

With the Okta integration enabled your users or customers will be able to sign into their OneDesk accounts using the credentials managed by Okta. Read more about the integration of OneDesk’s helpdesk and project management software for Okta on the Okta website.

Integrating OneDesk’s helpdesk and project management software with your Okta account is simple. Just follow the steps below or watch the video.

Watch a video overview of OneDesk

How to Connect OneDesk to Okta – Step-by-Step

1) Sign into your Okta Account and open ‘Applications’

Go to the OneDesk App page in the Okta Integration Network and click the “Sign In” button.

Sign in to your Okta Account.

Click ‘Applications’ from the top bar and select ‘Applications’ from the menu.

Create an Okta Application

2) Add an Okta Application

Click the ‘Add Application’ button.

Add Okta Application

3) Create a New Okta App

Click the ‘Create New App’ button.

Create a new okta app

4) Choose SAML2 or OpenID Connect

For SSO for user accounts OneDesk supports both OpenID Connect and SAML2
For SSO for customer accounts, OneDesk supports only OpenID Connect.

If you wish to continue with SAML2 please skip ahead to that section. The next step in this guide will proceed using OpenID Connect.

Set the platform as ‘Web’ and select OpenID Connect.

Click the ‘Create’ button.

SAML2 and OpenID Connect - okta

5a) OpenID -> Create OpenID Connect Integration

Choose an Application Name
Set the Login redirect URI to https://app.onedesk.com/sso/openid

Click the ‘Save’ button.

Create openID Connect Integration - Okta

6a) OpenID -> Copy your Client ID and Client secret from Okta

On the bottom of the next page in the Client Credentials section, copy your Client ID and Client Secret.

Okta Client ID and Client Sectret

7a) OpenID -> Paste the Client ID and Client Secret into OneDesk

Inside your OneDesk Account navigate to
Administration > Integrations > Single Sign-On > SSO for Users (or) SSO for Customers

Select OpenID Connect

Paste your Client ID and Client Secret into the appropriate fields.

OneDesk Clinet ID Clinet Secret Okta

8a) OpenID -> Retrieve the Authorization URI and Token URL from your Okta Metadata file

The Authorization URI and Token URL can be found in your Okta account by following these steps:

– From the top bar click ‘Security’
– In the menu click ‘API’
– Click the ‘default’ link next to the appropriate Authorization Server
– In the settings page shown, click the metadata URI. This will open the metadata file in your browser
– Copy the ‘Authorization Endpoint’ & ‘Token Endpoint’ from this file.

Back in OneDesk paste these endpoints into the Authorization URI & Token URL fields.

Authorization URI & Token URL - Okta

9a) OpenID -> Paste these endpoints into the Authorization URI & Token URL fields in OneDesk

Back in OneDesk paste these endpoints into the Authorization URI & Token URL fields.

OneDesk will generate the Login URLs your users or customers will use to login to OneDesk. Provide the appropriate URLs to them for the various OneDesk applications.

Login URLs - Okta

10) Assign Users to this Application

In Okta you must assign People (or your customers) to the OneDesk application.

– In Okta open the OneDesk Application you created.
– Click the ‘Assign’ button and select ‘Assign to People’

NOTES:
– Users must be activated in OKTA by Admin (Under Directory > people)
– A user and customer cannot use the same email address (Uniqueness)

Okta - Activate people

5b) SAML2 -> Retrieve Your OneDesk Metadata URL

This step continues from Step 4 above for those who selected to use SAML as their Sign on method.

In OneDesk navigate to
Administration > Integrations > Single Sign On > SSO for Users

Select SAML

Copy your ‘OneDesk Metadate URL’

SAML 2.0 Okta

6b) SAML2 -> Retrieve Your OneDesk Entity ID

Paste the OneDesk Metadata URL into a new browser tab and open the file

Find the entityID and copy that.

Entity ID Okta

7b) SAML2 -> Enter your Entity ID and Single Sign On URL

In Okta paste the Entity ID and Single Sign-on URL as shown in the image.

okta setting

8b) SAML2 -> Add attributes

You can specify attributes for First Name, last name, Email address as shown in the image below. This is optional.

Click the ‘Next’ button.

Attribute Statements - Okta

9b) SAML2 -> Finish Creating the SAML Integration

As per the image below, select the appropriate options and click ‘Finish’

Okta - Create SAML integration

10b) SAML2 -> Copy your Identity Provider Metadata URL

Inside your newly created app inside Okta click on the ‘Identity provider metadata’ link and then copy the link from the address bar of the new browser tab that opens.

Okta - Identity provider metadata URL

11b) SAML2 -> Paste your Identity Provider Metadata URL into OneDesk

Inside OneDesk paste the Identity provider Metadata URL into the appropriate field.

Click the ‘Validate Metadata’ button. The IDP Entity ID will be automatically generated.

You can optionally click the ‘Enable User Provisioning’ checkbox.

Don’t forget to assign your users to the OneDesk application inside Okta.

IDP metadata URL

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