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How to Configure SAML SSO and User Provisioning with Okta
How to Configure SAML SSO and User Provisioning with Okta

Our Okta integration can be used both for single sign on and user management purposes!

Updated over a week ago

You can also refer to Okta's setup instructions to enable this integration!

This article is best for:

- Global Admins

In this article:

Configuring SAML with Okta

Set up the Okta integration in Bonusly

  1. Go to your Integrations page in Bonusly

  2. Click on Okta

  3. Set up the Okta integration by:

    1. App ID: Save this value (you will need to enter it in Okta when you complete the integration on their end).

    2. Check the "Automatically Configure from Metadata" box

    3. Copy the IdP Metadata URL and IdP Issuer (Entity ID) from Okta's Support article here and paste them into the corresponding fields in Bonusly.

    4. Click save

Set up the Bonusly integration in Okta

  1. Click "Add Integration":

  2. Modify your General settings as you wish and click "Next":

  3. Choose the SAML 2.0 option

    1. You can leave the relay state option blank in Okta if you don't need to redirect users to a specific URL after authentication. If left blank, users will be redirected to a default or home page determined by the service provider’s configuration after successful authentication.

    2. Under "Advanced Sign-on Settings," enter the App ID you saved from your Okta app in Bonusly earlier.

    3. Under "Credentials Details," ensure you select "Email" from the dropdown:

    4. Click "Done."

Test it out!

  1. IdP-initiated SSO:

    1. Log out of Bonusly

    2. Log in to your IdP (e.g. Okta, OneLogin, etc)

    3. Click on the Bonusly app in your app panel

  2. SP-initiated SSO:

    1. Log out of Bonusly

      1. Make sure you replace APP_ID from the above link with the App ID from the SAML Integration page in Bonusly!

Restricting Login Methods

Once you have confirmed that your configuration is correct and the integration is working, you can set login methods to "Restrict to Single Sign On" from your Admin > Company > Recognition settings page.

To restrict to SAML SSO only:

  1. Click “Show advanced settings”

  2. Check “Restrict to Single Sign On”

  3. Click the "Save Settings" button

Enable User Management Through Okta

What is a user management integration?

A user management integration will keep your Bonusly user list in sync. This is a great way to reduce the administrative overhead of your employee recognition program. As you add, edit, or remove employees internally, your Okta integration will make the corresponding changes in Bonusly. This Okta integration is separate from the Single Sign-On integration, which you can learn more about here

How does the user management integration with Okta work?

IMPORTANT❗️ If you aren't familiar with Okta and user provisioning, we suggest connecting with your representative at Okta. Bonusly cannot support troubleshooting for Okta and can only support the integration connection.

The Okta user management integration is done via API. You can view our API documentation here

Here is a list of the actionable items you can accomplish with this integration: 

  • Creating users

  • Activate deactivated users

  • Update user information

The attributes you can send to the API when creating or updating a user are names defined by SCIM. We map those attributes to the corresponding fields on our User model.

Below is a list of SCIM  attributes accepted by our API, followed by the field on User that they map to:

  • userName  => email 

  • name.givenName → first_name

  • name.familyName → last_name

  • urn:scim:schemas:extension:enterprise:1.0.department → custom_properties.department

  • urn:scim:schemas:extension:bonusly:1.0:User.location → custom_properties.location

  • urn:scim:schemas:extension:bonusly:1.0:User.employee_id → custom_properties.employee_id

  • urn:scim:schemas:extension:bonusly:1.0:User.role → custom_properties.role

  • urn:scim:schemas:extension:bonusly:1.0:User.job_title → custom_properties.job_title

  • urn:scim:schemas:extension:bonusly:1.0:User.division → custom_properties.division

  • urn:scim:schemas:extension:bonusly:1.0:User.business_unit → custom_properties.business_unit

  • urn:scim:schemas:extension:bonusly:1.0:User.user_mode → user_mode

  • urn:scim:schemas:extension:bonusly:1.0:User.manager_email → manager association

    Note the SCIM attributes above are case-sensitive.

What does the integration process look like? 

  1. Create an API access token:

    1. To integrate Bonusly and Okta, you must have an API access token* for an active Bonusly account. You can learn more about creating an API access token here

      1. IMPORTANT❗️If you decide to create a read-only token, your integration will not be able to create, update, activate, or deactivate users in Bonusly.

  2. Add the API access token in Okta:

    1. In the “Provisioning” tab of the Bonusly app page, click on “Configure API Integration.”

    2. Check the box next to "Enable API integration," enter your Bonusly API access token, and click "Save."

    3. Edit Integration set up: 

      1. Click on “To App.

      2. Check the checkboxes for “Create Users,” “Update Users,” and “Deactivate Users” to enable those actions.

      3. Select "Save." 

That's it! Okta will now provide automated user management for your users in Bonusly. Hooray!

Questions? Send us a note to [email protected]; we'd be happy to help!

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