Okta

Introduction

With an Okta SSO implementation, users log into the Patchworks dashboard from Okta. Your Okta administrator determines who has access to Patchworks and these users will see a Patchworks app in their Okta dashboard - for example:

Selecting this app directs the authenticated user to the Patchworks dashboard, where they are logged in directly. Okta users never see or require a password to access the Patchworks dashboard.

This guide details the setup required to integrate Patchworks with Okta. For clarity, the setup is documented in three stages:

• Stage 1: Patchworks - add OktaOne provider & generate URLs

• Stage 2: Okta - add Patchworks app & apply URLs

• Stage 3: Patchworks - apply Okta credentials & enable

Demo

The steps detailed in this guide are shown in this demonstration video:

Prerequisites

• Your Patchworks user account must be associated with administrator permissions.

• You must have administrator access to your Okta dashboard.

Stage 1: Patchworks - add Okta provider & generate URLs

In this stage, we add a new SSO provider in Patchworks using your Okta base URL. This generates a set of URLs that we'll go on to apply in Okta.

Step 1 Log into the Patchworks dashboard and select my company admin from general settings:

Step 2 Click the Okta button:

Step 3 When prompted, enter the base URL for your Okta account.

Step 4 Click the create button:

Step 5 An Okra provider is added - click this entry:

Step 6 You'll see that three Patchworks URLs have been generated - for example:

These URLs are needed to complete your Okta setup in the next stage. For reference, these are:

Step 7 Optionally, you can click the edit option here and set a specific name for this implementation:

Step 8 Leave this page open and switch to another browser tab for the next stage.

Stage 2: Okta - add Patchworks app & apply URLs

In this stage, we create a new app for Patchworks in Okta. As part of this setup, we will provide URLs generated by Patchworks, at the end of the previous stage.

Step 1 Access Okta adminfor your organisation:

Step 2 Choose to add an app to use single sign-on:

Step 3 Choose to create new app:

Step 4 Select OIDC - OpenID Connect as the sign-in method:

Step 5 Select web application as the application type:

Step 6 Click next to access the New Web App Integration page:

Step 7 Update the following fields on this page (for URLs, you should switch back to the Patchworks dashboard to copy/paste values):

Patchworks logos

Right-click and save the desired logo with a .png file extension.

Step 8 Save changes.

Step 9 On the same page, move back up to general settings and select edit:

Step 10 Move down to the login section and update fields as detailed below:

For example:

Step 11 Save your changes.

Stage 3: Patchworks - apply Okta credentials & enable

In this stage, we take client credentials generated in Okta, apply them to our Okta provider setup in Patchworks, and enable this SSO implementation.

Step 1 Still on the New Web App Integration page in Okta, scroll to the client credentials section - you'll see client id and client secret details:

Step 2 In Patchworks, select the edit option for your Okta provider setup:

Step 3 Copy and paste client id and client secret values from Okta, into correlating Patchworks fields:

Step 4 Toggle the enable option to on:

Step 5 Save changes:

Any assigned users in Okta should now see a Patchworks app in their Okta dashboard, ready for use: