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

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

How to register the Bold Reports® application in Okta

Register the Bold Reports® application in Okta to set up single sign-on for Okta users.

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

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

To register Bold Reports® in Okta for OpenID Connect, 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, then 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 support for authentication in Bold Reports®

To enable Okta authentication in Bold Reports®, configure the OpenID Connect settings as shown in the following screenshot. Configure Bold Report OpenID 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 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
Logout Endpoint It is an endpoint that logs out the third-party provider.

Frequently asked questions

What is the Authority value for Okta in Bold Reports®?

The Authority is the URL of your Okta instance, in the format https://instancename.okta.com.

Which Identifier do I use for Okta in Bold Reports®?

Use preferred_username as the Identifier in the Bold Reports® OpenID Connect settings for Okta.

See also