How do I configure Reftab as an OKTA application for SSO?

Reftab can be found in the OKTA App Integration Catalog.

Log into your OKTA account as an administrator.

Click โ€œApplicationsโ€ > โ€œBrowse App Catalogโ€œ

Next, search โ€œReftabโ€œ

Next, click โ€œAddโ€œ

Next, see configure settings as below:

Single sign on URL: https://www.reftab.com/api/sso

Audiance URI: https://www.reftab.com/

Name ID  format: EmailAddress

Application username: Email

OKTAConfigureSettings

Attribute Statements

The options below are optional if you added Reftab via OKTAโ€™s App Catalog. If you are manually adding Reftab as an application, you will need to send at least an attribute that identifies a userโ€™s email.

Attributes are ideal to use in scenarios where just-in-time provisioning is used, or multi tenancy. These attributes can be sent from OKTA that further describe who a user is. Reftab can take that additional information and provision the user into a pre-made Reftab access role or tenant.

OKTAAdditionalSettings

Next, click โ€œNextโ€œ.

OKTANext

Next, Fill out the Feedback step, as seen in the below image:

OKTAFeedback

Click, โ€œFinishโ€œ.

OKTAFeedbackFinish

Next, you will be taken to the applications settings page, click the button to โ€œView SAML Setup Instructionsโ€œ

Next, copy and paste the settings that are displayed in your screen into Reftab.OKTASettingsView

Log into Reftab, click โ€œSettingsโ€ > โ€œSAML Settingsโ€  > โ€œAdd New Domainโ€œ

Domain: the part after @ in your companyโ€™s email address. (this is what triggers the single sign on button on Reftabโ€™s login page).

IDP Entity ID: copy and paste from the Identity Provider Issuer as seen in above screenshot.

URI Endpoint: Copy and paste from the Identity Provider Single Sign-On URL as seen in above screenshot.

Email Attribute: leave as email

Certificate: Copy and paste from the X.509 Certificate as seen in above screenshot.

ReftabDomainSettings

Click โ€œSave SAML Settingsโ€œ

Next, you will need to verify ownership of your domain before you can begin using SSO with Reftab. This is an important security step. This checks that your domain belongs to you and not anyone else trying to claim it as theirs. Follow this guide to verify your domain: https://www.reftab.com/blog/faq/domain-verification-for-saml/index.html

Once domain verification is complete. OKTA is ready to accept authentication requests from Reftab. To test this, in Reftab click โ€œSub Accountsโ€ > โ€œAdd Sub Accountโ€œ.

ReftabAddSubAccount

Add an account that you know is in your OKTA environment. Then, test logging into Reftab from our login page: https://www.reftab.com/login

Suggested Next Steps

Enhance your asset management by integrating Reftab with Okta for seamless SaaS discovery and utilization tracking. This setup builds on your current infrastructure, automating the management of both hardware and software assets. Click here to get started.

For additional help, please email help@reftab.com