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Okta configuration guide

Updated

How to set up Okta Single Sign-On integration

 

Contents

Supported features

  • Single Sign-On (OpenID Connect) initiated via Okta

  • Single Sign-On (OpenID Connect) initiated by LeadLander

  • Automatically creates user accounts in LeadLander when Single-Sign-On initiated by your Okta users

 

Requirements

  1. Install the LeadLander application in your Okta instance

  2. If you haven't already, sign up and create an LeadLander Application (app.leadlander.com)

  3. Make sure that the LeadLander members' emails exactly match their Okta accounts

  4. Complete the steps below to set everything up

 

Configuration steps

After installing the application, you need to obtain some information that you will have to send to LeadLander. You will also need to edit one of the App-settings.

 

Gather information from Okta

  1. In the Okta admin page, click on the LeadLander application and then navigate to the Sign On tab

  2. Copy the values of Client ID and Client secret (click the eye button to toggle the visibility)

  3. There should be a section that has a link titled OpenID Provider Metadata. Click this link. In the JSON document shown, look for a key titled “issuer” and copy the URL-value

Send the information to LeadLander

Once you have all the information (summarised below), email it to your account representative or to support@leadlander.com

  • Client ID

  • Client Secret

  • Issuer URL

LeadLander support will handle your request and get back to you once the integration is configured and will provide you with LeadLander Account ID 

 

Edit LeadLander app

In the Sign On tab of your LeadLander app in Okta, click edit in the upper-right then scroll down to the ADVANCED SIGN-ON SETTINGS and locate the field LeadLander Account ID  and fill in with the information you've received from LeadLander

 

Logging in with OKTA Single-sign-on

When initiating from LeadLander application please navigate to your custom login page and click "Login with SSO"

 

Notes

To best utilize the Okta integration for your organization, create an LeadLander Board with some general instructions that will greet new users. To do this, 1) create a Workspace visible Team, 2) Create a Team visible Board, 3) This Board is now accessible for all Workspace members (read-only).

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