Supported Features:

Both SP-initiated and IdP-initiated SSO are supported

Below are the steps to configure Okta SSO in Dashworks.

Step 1: Setting up Dashworks App in Okta

1. Go to Applications under Applications

1. On the Applications page, select Browse App Catalog.

1. Search for Dashworks App and add it

1. Add an Application label and click Done

1. User must specify the Initiate Login URI in the sign-on settings. In most cases this will be https://api.dashworks.ai/v1/google/auth-url?origin=web.dashworks.ai. For on-prem deployment, please contact [email protected] for the Initiate Login URI

   

2. Once the App is added, you will have to assign users to the app under the Assignments tab. This will enable to users to log into Dashworks app using Okta. To add users, navigate to the Assign to People option under Assign option on Assignments Page. If you already have a group you can choose the Assign to Groups option and assign the entire group.

   

3. You can add people by clicking the Assign option next to their name. After you have all the people click the Done button

   

   Note: Make sure all the user profiles have these fields populated: Username, First Name, Last Name, Primary Email, Display Name. These fields are required to create profiles in dashworks. Below is a sample user profile with all required attributes.

   

Step 2: Enabling SSO in Dashworks App

A prerequisite to enable the SSO is that the user should be an Admin in their Dashworks Organization.

1. Log into Dashworks App and navigate to the Single sign-on tab under Admin Settings

   

2. You will require Client ID, Client Secret, and Issuer URL

   \

   

   Issuer URL will be of the format https://your-company.okta.com for example https://dashworks.okta.com. You can get this from the Okta browser tab

   

   Also if URL has -admin suffix for example https://your-company-admin.okta.com, just remove the suffix and only use https://your-company.okta.com( https:// is required )

   Fill in the Client ID, Client Secret, and Issuer URL and click Submit

   

3. On successfully applying the changes, you should see the following message.

In case, you see an error message, please contact [email protected]

Step 3: Log into Dashworks App using SSO

1. After successfully creating SSO connection, logout from your account and log in again using Continue with SSO option

   

2. Type in your email in the Email or Username box and click next

   

3. If you are not already logged into your Okta account, you will be directed to the login page. Fill in your credentials and sign into the account. If you are already signed in you will directly sign in to your account as shown in the next step