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

The Bold Reports application supports adding users using the Okta provider. By importing them, you can share reports and email exported reports to them.

How to register the Bold Reports application in Okta

This section explains how to perform Single Sign-On for users in Okta with the Bold Reports application.

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

Prerequisites

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

Steps to register the Bold Reports application

  1. Login 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. The Login redirect URIs must be the URI in the settings of your Bold Reports application, as shown in the following snap. Login Redirect URI

  7. On the next page, you will get the Client ID and Client Secret at the bottom of the page, along with the other details you filled out 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

Configure the settings in Bold Reports as in the following snap to enable authentication using Okta. Configure Bold Reports Okta

The fields to be saved in the Bold Reports to enable Okta for authentication are explained as follows.

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. Please refer here for more details..
Token Endpoint Method POST
Token Endpoint It should be in the format ${baseUrl}/v1/token. Please refer here for more details.
User Information Endpoint Method POST
User Information Endpoint It should be in the format ${baseUrl}/v1/token. Please refer here, for more details.
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
Email This must be the email of an admin account on the Okta website.
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