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Okta SSO Setup Guide - Bookmark App

How to Create an Okta Bookmark App for IdP initiated Login Flow

Updated over a year ago

Overview

This guide is intended to help get Reclaim.ai setup in Okta as an App for end-users so they can do an IdP initiated login flow (ie: Login to Reclaim.ai via Okta).

If you need any additional assistance beyond this guide, please reach your to your Reclaim.ai contact/rep, or support via our website and/or [email protected].

Pre-Requirements

  1. A Reclaim.ai Okta App for OIDC SSO completely setup and working

  2. Administrator access to your Okta Account/Dashboard

Create a Bookmark App for Reclaim.a from the Okta App Directory

  1. Login to Okta as an Admin

  2. Applications click the "Browse App Catalog" button:
    ​

  3. Search for "Bookmark" and click on the "Bookmark App" tile:
    ​

  4. From the Bookmark App page click the "Add Integration" Button:
    ​

  5. From the Add Bookmark App page, configure the following:

    1. Application Label: Reclaim.ai

    2. URL: https://api.app.reclaim.ai/oauth/login/sso-CUSTOMER_SLUG (This is the customer slug you were provided with previously)

    3. Request Integration: Leave unchecked (we have one submitted)

    4. Application Visibility: Leave unchecked (this is the App tile your users will click on to login)

    5. Click "Done"
      ​

Assign Okta Users to Reclaim.ai Bookmark App

In order for users to see the newly created Bookmark App, which will allow them to sign into Reclaim.ai from Okta (ie: IdP initiated sign-in flow), it must be assigned to them.

In the newly created App:

  1. Click on the Assignments tab

  2. Click the Assign drop-down

  3. Assign either individuals, or via Okta groups depending on your Okta setup

The newly created Reclaim.ai App should show up in the "My Apps" Dashboard for end-users and they can use this to login to Reclaim.ai.

Changing the Icon for the Bookmark App

If you would like to add a Reclaim.ai logo for the Bookmark App to make it easier for users, you can do so by following the steps below:

Save the following logo to your desktop:

Then, in the newly created App:

  1. Click on the pencil in the upper right of the current Bookmark App Logo

  2. Click the Browse button

  3. Choose the Reclaim-logo.png file you saved above

  4. Click on the Update Logo button

  5. Click Close

Related Articles
Okta SSO Setup Guide - App Catalog
Okta SCIM - Initial Setup Guide
Okta SCIM - Import/Sync Existing Users
Microsoft Outlook Beta Overview
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