Client Portal Okta Authentication

This feature will allow your users to login into Client Portal using your company Okta Authentication service.

Client Portal Configuration

In order to enable Okta Authentication to the Client Portal, you will have to create a new Application in Okta or use an existing one.

You will need the Client Id, Client Secret and Organization URL from the Okta application to configure the Client Portal integration.

Once you have that information, go to the Client Portal Setup screen, select the portal where you want to enable the integration and then click on the Security Tab.

As you can see in the Screenshot 1, you will have to enable Okta Authentication and complete the Okta information. As an additional option, you can enforce the use of Okta on your Client Portal, disabling other authentication options.

Configuring Okta Application

We recommend to create a new application for the Client Portal integration. Ask you Okta administrator to do it or follow the Okta guides to do it.

We also recommend as you can see in the Screenshot 2 to name the application with an easy name as Dynamics ATS Client Portal.

Application Configuration Parameters
- Application Type: Web
- Allowed grant types

Client Acting on behalf of itself

  • Client Credentials: False

Client acting on behalf of a user

  • Authorization Code: True
  • Refresh Token: True
  • Implicit (Hybrid): True
    • Allow ID Token with implicit grant type: True
    • Allow Access Token with implicit grant type: True

Configure Login redirect URIs
To configure the logins redirect URIs, you will need to know you Client Portal unique Subdomain.

The subdomain can be found on Client Portal Setup, Resources Tab in the Client Portal Unique URL section as displayed in the Screenshot 3.

In order to redirect back to the Client Portal you will need to add the following URIs.
https://portal.dynamicsats.com/authorization-code/callback
https://portal-subdomain.portal.dynamicsats.com/authorization-code/callback
https://portal-subdomain.portal.dynamicsats.com/ClientPortal/Account/AssociateOktaAccount

Configure Logout redirect URIs
https://portal-subdomain.portal.dynamicsats.com/ClientPortal/Account/login

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