Single Sign-On (SSO) with Okta authentication in Bold Reports®

Bold Reports® lets you add users to the application with the Okta provider over OAuth 2.0. After you import them, you can share reports and email exported reports to them.

How to register the Bold Reports® application in Okta

Register the Bold Reports® application in Okta to let Okta users sign in with single sign-on.

Note: This configuration needs to be done on Okta website.

What do I need before I register Bold Reports® in Okta?

To register Bold Reports® in Okta, you need the following:

  • An admin account in Okta.
  • Install the Bold Reports® application.

How do I register the Bold Reports® application in Okta?

You register Bold Reports® in Okta as a Web application. Follow these steps:

  1. Log in to the Okta website with an admin account. Login Okta

  2. Click Applications in the header menu. Click Application

  3. Click the Add Application button. Add Application

  4. Click Web and proceed with Next. Select Web Platform

  5. Fill in the following application details on the next page and click Done.

    • Name
    • Login Redirect URIs
    • Logout Redirect URIs

    Redirect URI

  6. Make sure the Login redirect URIs match the URI in the settings of your Bold Reports® application, as shown in the following screenshot. Login Redirect URI

  7. On the next page, copy the Client ID and Client Secret at the bottom of the page. The page also shows the other details you filled in on the previous page. Okta Client Credential

After successful registration in Okta, save these settings in the Bold Reports® settings page to enable this authentication.

Enable Okta Authentication in Bold Reports®

To enable Okta authentication in Bold Reports®, configure the OAuth 2.0 settings as shown in the following screenshot. Configure Bold Reports<sup>®</sup> Okta

Which fields do I fill in for Okta?

The following table explains the fields you save in Bold Reports® to enable Okta for authentication:

Provider Name This represents the name of the authentication provider to be displayed on the login page.
Provider Logo It represents the logo of the authentication provider to be displayed on the login page.
Authorization Endpoint It should be in the format ${baseUrl}/v1/authorize. For more details, see the Okta authorize endpoint reference.
Token Endpoint Method POST
Token Endpoint It should be in the format ${baseUrl}/v1/token. For more details, see the Okta token endpoint reference.
User Information Endpoint Method POST
User Information Endpoint It should be in the format ${baseUrl}/v1/token. For more details, see the Okta userinfo endpoint reference.
Client ID The Client ID you receive after registering the Bold Reports® application on the Okta website.
Client Secret The Client Secret you receive after registering the Bold Reports® application on the Okta website.
Scopes openid, profile, email
Logout URI It is an endpoint that logs out the third-party provider.
Email This must be the email of an admin account on the Okta website.

Frequently asked questions

Which Okta application platform do I choose for Bold Reports®?

Choose Web when you add the Bold Reports® application in Okta.

Where do I find the Okta Client ID and Client Secret?

Okta shows the Client ID and Client Secret at the bottom of the page after you click Done on the application details. Use them in the Bold Reports® OAuth 2.0 settings.

See also