Okta Single Sign-On via SAML
- 14 Sep 2023
- 2 Minutes to read
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Okta Single Sign-On via SAML
- Updated on 14 Sep 2023
- 2 Minutes to read
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Article Summary
The content explains how to integrate Okta with Dialpad for single sign-on (SSO) access. The process involves configuring both Okta and Dialpad settings. In Step 1, the Dialpad application is added to Okta's App Catalog. In Step 2, the Dialpad service provider attributes are configured in Okta, including authentication and SAML settings. In Step 3, the Okta identity provider attributes are configured in Dialpad by following the setup instructions provided by Okta. Finally, in Step 4, users can log in to Dialpad using their Okta credentials. They simply select "Login with another provider" and enter their company domain and Okta credentials.
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Rather than signing into Dialpad with your Google or Microsoft productivity suite, our Okta integration allows your team to access Dialpad via Okta's single sign-on option (SSO) via SAML.
Let's dive into the details.
Who can use this feature
Okta integrations are available to all Users on all Dialpad Ai Voice, Contact Center, and Ai Sales
To get started, you'll need to access certain URLs and IDs from Okta + Dialpad.
Let's take a look at the steps required using our example domain (lojackphone.com)
In order to enable Okta SSO via SAML, you will need to have "Super Admin" or "Company Admin" access to your company's Dialpad Account.
Step 1 - Add the application
- Log into Okta
- Navigate to Applications
- Select Browse App Catalog
- Search for “Dialpad” and select the Dialpad (SAML, Provisioning) integration
- Select Add, enter an Application Label
- Select Done
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That's it! You'll now see the Dialpad application instance created for your org.
Step 2 - Configure Dialpad service provider attributes into Okta
Next, it's time to configure your Dialpad service provider attributes into Okta.
In another tab, navigate to your Dialpad web portal Admin Settings- Select Company Settings
- Select Authentication
- Select SAML
- Select Okta from the provider drop-down
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In the Okta admin tab of the browser, where the Dialpad application was previously configured, navigate to Sign On and click on Edit
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Navigate to Advanced Sign-On Settings, and paste the SP (Service Provider) related attributes in the corresponding fields:
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Navigate to Credentials Details, choose the Application username format as Email, and click on Save.
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Step 3 - Configure Okta identity provider attributes into Dialpad
Now it's time to configure the Okta identity provider attributes into Dialpad.
From the Okta admin tab of the browser, where the Dialpad application was previously configured:
- Navigate to the Sign On tab
- Select View Setup Instructions
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- Take note of the IDP Entity ID(Issuer), IDP SSO URL, and Certificate
- That the actual values would differ, reflecting your org URL in Okta
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- That the actual values would differ, reflecting your org URL in Okta
- Navigate back to your Okta SAMLConfiguration page on the Dialpad web portal to paste in your values and save your changes.
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Step 4 - Login with Okta
To make life nice and easy, Users can log in with Okta right from their Dialpad app (desktop + mobile), or web portal.
Note
Before a User can use Okta SSO, they must already exist within Okta, and be provisioned in Dialpad.
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- Enter the domain of your Company
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- Enter your Okta credentials
- Select Sign In
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