Setup Okta SSO

Setup Okta SSO

A complete guide.

A complete guide.

Requirements

Admin access

Supported Features

SSO (SP-initiated)

Configuration Steps

Step-by-step

Logging Into Parmonic

Okta login

Notes

Important

Getting Started

To set up Okta SSO, follow the instructions given below. Alternatively, you may book a call with us, and we’ll be happy to walk through the setup with you. Be sure to invite your Okta Admin.

This guide includes the requirements, supported features, configuration steps, details on logging into RevSend, and important notes.

1. Requirements

Admin access to an Okta org

2. Supported Features

Service Provider (SP)-Initiated Authentication (SSO) Flow - this authentication flow occurs when the user attempts to log in to the application from RevSend.

3. Configuration Steps

In Okta, Go to Applications → Browse App Catalog, and search and add RevSend. Link to RevSend’s App on Okta Integration Network

Assign the users or groups that should be able to log into RevSend. Go to the RevSend App → Sign On tab and note of the Client ID and Client Secret. Contact support with the following information: Okta Domain (looks like acme.okta.com), Client ID, Client Secret.

4. Logging Into RevSend Using Okta

Once the Okta SSO is setup, users of the RevSend account can login as usual: Go to https://rewards.revsend.com. Login with Okta.

5. Notes

Once enabled, users can only log into the RevSend account through Okta. Old passwords will no longer work for existing users.