> For the complete documentation index, see [llms.txt](https://docs.talordata.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.talordata.com/free-tools/sso/setting-up-okta-sso-using-talordata.md).

# Setting up Okta SSO using Talordata

### **Requirements**

1. Okta organization account with administrator privileges
2. Talordata account with administrator privileges
3. [Create an organizational team for Talordata](/free-tools/sso/talordata-team-creation.md)

### **Setup steps**

{% stepper %}
{% step %}

#### On your Okta admin dashboard, select "Applications > Applications".

https\://\[your\_domain]-admin.okta.com/admin/apps/active

{% endstep %}

{% step %}

#### Click "Create App Integration"

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2FYO7PG6IX2I4MHjDuHFaJ%2Fimage%20(1).png?alt=media&amp;token=00c51483-bac6-4430-a36a-c13c496248d1" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Select "OIDC - OpenID Connect" as the login method.

{% endstep %}

{% step %}

#### Select "Web Application" as the application type, then click "Next".

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2FbhPW8g2d1CiHcO48V229%2Fimage%20(2).png?alt=media&amp;token=6850c8b6-47a0-4c51-bc38-f3b2a944551d" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### You will then be redirected to a new web application integration page.

You can assign a name to your app integration here (we recommend using the name "<kbd>Talordata Control Panel</kbd>").

{% endstep %}

{% step %}

#### Under "Grant Type," select "Implicit" and "Authorization Code" \[optional].

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2FgAP5ZqSLXa8InIHE07aO%2Fimage%20(3).png?alt=media&amp;token=dcd72b19-ee36-4f22-9e6c-8c95e4d5e049" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Go to the Talordata control panel

{% endstep %}

{% step %}

#### Open the Okta configuration interface.

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2Fe9TK3X4d2lqhhe3fxh2l%2Fimage%20(4).png?alt=media&amp;token=e2874ef0-4d47-459c-8fac-02c9eb40301c" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Copy the "Login Redirect URI"

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2FuJz7hmKvLvui3DWZZoc3%2F9.png?alt=media&amp;token=30d79347-9b0b-4677-abb5-79e21662ab71" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Paste it into the corresponding field in the new application settings in Okta.

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2FpDNjXzNNH6d6UkuNPMPD%2F10.png?alt=media&amp;token=68e2a66b-6190-46f2-8b7a-0f79504d5721" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Repeat the same steps for the "Sign-out URI."

{% endstep %}

{% step %}

#### Under "Tasks," select the access level you want.

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2Fvd5LKy77YVsZGj84mp95%2Fimage%20(7).png?alt=media&amp;token=8f1ef9f5-cc6e-4a85-943e-1705ca943120" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Click 'Save'

{% endstep %}

{% step %}

#### You should now be on the new application integration settings page.

Copy your <kbd>Client ID</kbd>, <kbd>Client Secret</kbd>, and <kbd>Okta domain</kbd> into the Okta settings dialog in the Talordata dashboard.

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2F38C4aTPBufEjiwTftzCR%2Fimage%20(8).png?alt=media&amp;token=8a3d3389-483d-4ad6-adc0-fd51056d20cd" alt=""><figcaption></figcaption></figure>

**Okta Domain:**

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2FU1owERRVHJfNX5oNsaKJ%2Fimage%20(9).png?alt=media&amp;token=de3b46c4-506a-4285-8011-70ff18037e92" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2FbqT9sjCf5xMuwQ0jM6wn%2Fimage%20(10).png?alt=media&amp;token=e49578d4-9289-473a-9ee1-279888707ca5" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Click "Activate". If you select "Allow access for everyone", skip step 16.

{% endstep %}

{% step %}

#### Go to the "Assign" tab and assign the users allowed to use this integration.

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2FWrRdRH43jFTzBaKgdyvu%2Fimage%20(11).png?alt=media&amp;token=6a126d16-608b-40b6-bc32-a9fcdcf968cd" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Go to the Talordata team page and ensure that all required users are displayed.

We are currently working on providing support for users; for now, you should manage it manually.

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2FlKqcntHmZLNnCPQwUvkd%2Fimage%20(12).png?alt=media&amp;token=6354d816-fe29-4f9f-aced-0718947e8b42" alt=""><figcaption></figcaption></figure>

{% hint style="info" icon="puzzle-piece" %}
*The following steps are optional. They enable your users to initiate authentication from their dashboards or the Okta Chrome extension.*
{% endhint %}
{% endstep %}

{% step %}

#### Scroll down to "General Settings" and click "Edit".

{% endstep %}

{% step %}

#### Configure the following settings:

Login Initiator: **Okta** or **App**

* Application visibility: Display the application icon to users
* Login flow: Redirect to the application to initiate login (OIDC compliant)
* Copy the login initiation URI from the dashboard

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2FuP9gUaHx5gL3W5VLXHni%2F20-3.png?alt=media&amp;token=a6aac4cf-c9d2-4a6a-8d18-a1adcb4a63dd" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1563576391-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8nDscYLNSmSnujUsW4Dv%2Fuploads%2FhEbadswhAarQv4blfE80%2Fimage%20(14).png?alt=media&amp;token=49b07b49-625b-4b4e-a889-6d4587928a06" alt=""><figcaption></figcaption></figure>

{% endstep %}

{% step %}

#### Save the changes. The integration is now ready.

{% endstep %}
{% endstepper %}

{% hint style="warning" icon="puzzle-piece" %}
**Notice:**

1. The Okta domain should be the one appearing in your application integration settings (e.g., `yourcompany.okta.com`), not the domain you see as an administrator (e.g., `yourcompany-admin.okta.com`).
2. Ensure the credentials provided to Talordata are correct; we cannot verify them ourselves.
3. A login redirect URI is required for SSO functionality to work; if you wish to use this feature via the Okta Chrome extension or the Okta dashboard, a login initiation URI is necessary.
   {% endhint %}
