Okta Integration (SAML)

Okta Integration with SAML (Security Assertion Markup Language) allows organisations to securely manage user identities and authentication for various applications. With TrustWorks' SAML integration, you can streamline user access and data protection across your organisation, enhancing security and compliance with privacy regulations.


Benefits of Okta Integration with SAML

  1. Enhanced Security: SAML enables secure single sign-on (SSO) for users, eliminating the need for separate login credentials for each application. This reduces the risk of password-related vulnerabilities and unauthorised access.
  2. Streamlined User Management: With SAML integration, user provisioning and deprovisoionning become more efficient. Changes in user roles or permissions are automatically reflected across all connected applications, ensuring consistent access management.
  3. Centralised Identity Management: Okta acts as an identity provider, centralising user identities and authentication. This simplifies user administration and ensures consistent security policies across all integrated applications.
  4. Seamless Application Integration: TrustWorks' SAML integration makes it easy to connect with a wide range of applications, including cloud-based services and on-premises solutions, allowing organisations to create a unified and integrated application environment.

How Okta Integration with SAML Works

  1. Configure Okta as Identity Provider (IdP): In Okta, you set up your organisation as an Identity Provider, responsible for authenticating users and providing security tokens upon successful authentication.
  2. Setup Service Provider (SP) in TrustWorks: TrustWorks acts as the Service Provider, relying on the Identity Provider (Okta) for user authentication. You configure TrustWorks to trust Okta as the source of user identity and access control.
  3. User Authentication Flow: When users attempt to access TrustWorks, they are redirected to Okta's login page. After successful authentication, Okta generates a SAML token containing user information and sends it back to TrustWorks.
  4. Single Sign-On Experience: With SAML SSO, users can seamlessly access TrustWorks and other integrated applications without needing to re-enter their credentials for each service.

How to set up the TrustWorks integration in Okta

In your Okta interface, click on Applications > Browse App Catalog:


For now, search for QueryLayer. We are in the process of updating the app after our rebranding.  

When the QueryLayer app comes up, click on ‘Add Integration’:

Once it’s added, open the integration and click the ‘Sign On’ tab:



On the right-hand side, you will see a link to ‘View SAML setup instructions’: 

You can follow those instructions or keep reading here:

How to Set Up Okta Integration (SAML) with TrustWorks

Follow these steps to configure Okta Integration with SAML in TrustWorks:

  1. Select Integration: Okta
  • Start by accessing TrustWorks' Global Settings and navigate to the Integrations section.

  • Create a New Integration and select "Okta" as the Integration type.
  1. Add Integration Name
  • Give the integration a descriptive name for easy identification.
  1. Authentication Method: SAML
  • Choose "SAML" as the authentication method for this integration.

  1. Default Roles: Admin and/or Member
  • Specify the default roles that will be assigned to new users created through this integration.
  • If left empty, a new user will be created with all roles in TrustWorks.

  1. Allow Only Okta Access: Toggle On/Off
  • Enable this option if you want to restrict access to the system by TrustWorks email/password and only allow access through Okta.

  1. Identity Provider (IdP) Configuration

  • Fill out the following IdP details:

    - Single Sign-On URL: The URL where Okta will send the SAML response after successful user authentication.

    - x.509 Certificate: The certificate used to verify the SAML response signature.

    - IdP URL: The URL of the Okta Identity Provider.

  1. Test Connection
  • After providing the required IdP details, press the "Test Connection" button to verify the integration's functionality.

Once the connection is successfully tested, Okta Integration with SAML is ready to provide your users with a secure and streamlined access experience to TrustWorks.

Conclusion

Okta Integration (SAML) with TrustWorks brings the power of single sign-on and centralised identity management to your organisation. By leveraging SAML-based SSO, you can enhance security, simplify user management, and provide a seamless application access experience for your users.

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