Bold Reports application supports adding users using the Okta provider. By importing them, you can share the reports and email exported reports with them.
This section explains how to set up Single Sign-On for users in Okta with the Bold Reports application.
Note: This configuration needs to be done on the Okta website.
Login to the Okta website with an admin
account.
Click Applications
in the header menu.
Click the Add Application
button.
Click Web
and proceed with Next
.
Fill in the following application details on the next page, then click Done
.
The login redirect URIs must be the URI in the settings of your Bold Reports application, as in the following snap.
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.
After successful registration in Okta, save these settings in the Bold Reports settings page to enable this authentication.
Configure the settings in Bold Reports as shown in the following screenshot to enable the authentication using Okta.
The fields to be saved in the Bold Reports to enable Okta for authentication are explained as follows:
Provider Name | It 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. |
Authority | The format is https://instancename.okta.com. It must be the URL of your Okta instance. |
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. |
Identifier | preferred_username |