Okta

ConveYour supports Single Sign-On (SSO) functionality through Okta for both:

• Contacts (Learners): Accessing their Learner Portal.

• Users (Admins, Guests, and Owners): Logging into ConveYour’s backend.

Benefits of Okta Integration for ConveYour

• Seamless Login Experience – Users can access ConveYour without needing separate credentials.

• Single Sign-On (SSO) Functionality – Use one secure login for multiple platforms.

• Enhanced Security – Reduce risk by eliminating password-based logins.

Okta Integration Setup

As of 08-11-22, ConveYour does not yet have a pre-built integration in the Okta Integration Catalog. You will need to set up a new application manually in your Okta account.

1. Creating the Application in Okta

• In Okta, go to Applications

• Click Create App Integration

• Select OIDC - OpenID Connect

• Choose Web Application as the Application Type

• Use the following values to complete the setup of your ConveYour application in Okta.

  • Logo: Download your ConveYour Logo Here

  • App Integration Name: ConveYour

  • Grant Type: Leave Client Credentials unchecked, check Authorization Code.

  • Sign-In Redirect URIs: https://app.conveyour.com/okta

  • Controlled Access: You Decide

2. Providing Okta Connection Details to ConveYour

Once your ConveYour Okta application is created, provide the necessary connection details to ConveYour Support so we can enable the integration on your account.

To submit your Okta connection details, fill out this Typeform.

3. ConveYour Setup & Testing

Once we receive your Okta connection details, our team will:

• Install the integration in your ConveYour organization's account

• Coordinate with your Point of Contact (PoC) to test and confirm successful integration

Okta Management in ConveYour

Retrieving a ConveYour Contact by Okta Employee ID

Archiving a ConveYour Contact when an Okta Profile is Deactivated

Okta FAQ

Do you support Okta's SCIM feature for automatically updating ConveYour with Okta profiles?

Not yet, but we plan to in the future.

Can Okta be enabled only for backend users and not for Learner Portal users (or vice versa)?

Yes, you can choose whether to enable Okta for backend users, Learner Portal users, or both.

Once Okta is enabled, will users still be able to log in with passwords?

No. Once Okta is activated, password-based logins are disabled. All users must authenticate through Okta.