Prerequisites

• Access to an Okta tenant
• Administrator privileges in Okta
• Administrator access to the YakChat Admin Portal

Note: The Okta integration must be configured separately for each company in YakChat.

Step 1: Add YakChat in Okta

1. Sign in to the Okta Admin Console.
2. Navigate to Applications & Resources > Applications.
3. Click Browse App Catalog.
4. Search for YakChat and select the YakChat application from the results.
5. Click Add Integration.
6. If required, update the Application label.
7. Click Done.

The YakChat application is now installed in your Okta tenant.

Step 2: Assign Users or Groups

Only users assigned to the YakChat application can sign in with Okta. You can grant access to individual users, selected groups, or a universal group.

1. Open the YakChat application in Okta.
2. Select the Assignments tab.
3. Click Assign.
4. Choose one of the following options:
• Assign to People
• Assign to Groups
5. Click Assign beside each user or group to grant access.
6. Click Save and Go Back.
7. When finished, click Done.

Users who are not assigned to the YakChat application will receive an error if they attempt to sign in.

Step 3: Copy the Okta Credentials

You will need the application credentials and organization URL to configure the integration in YakChat.

1. Open the YakChat application in Okta.
2. Select the Sign On tab.
3. Under Client Credentials, copy the following:
• Client ID
• Client secret
4. Locate and copy your Okta Organization URL from the upper-right corner of the Okta Admin Console.

The organization URL is used as the Instance URL in YakChat and follows this format:

1. https://your-domain.okta.com
   

The Instance URL must include the https:// prefix.

Step 4: Configure the Integration in YakChat

1. Sign in to the YakChat Admin Portal as an administrator.
2. Navigate to Integrations.
3. Open the Okta integration.
4. Enter the information copied from Okta:
• Client ID
• Client secret
• Instance URL
5. Save the integration settings.
   

1. Open one of the following:
• YakChat Messaging App
• YakChat Admin Portal
2. Select Okta as the login provider.
3. Enter your email address.
4. You will be redirected to your organization’s Okta sign-in page.
5. Authenticate using the method configured by your Okta administrator (for example, password or Okta Verify).
6. Complete the authentication process to access YakChat.

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