Okta SSO login setup with DOTS

Dots Enterprise users have the ability to configure Okta as their default Identity Provider to power Single Sign On (SSO).

This manual provides detailed instructions for Dots clients on configuring Okta Single Sign-On (SSO) as their primary Identity Provider. As part of the setup, you will create a Dots partner application, which will allow you to access Dots through your Okta portal.

Identity provider-initiated flow: This authentication flow occurs when the user initiates a login to Dots from the Okta portal.
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In order to proceed with configuring login with SSO through Okta, you must:

• Be an Okta Administrator.
• Have access to an Okta Admin Dashboard.
• Be an existing Dots enterprise plan client.

Configuration Steps:

Part 1 – Setup the Dots App in Okta

1. Click on Applications from the left index, and choose Applications tab.
2. Go to Browse App Catalog.
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3. Search for “Dots” and choose it from the catalog.
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4. You will get to the Dots app page, please click on Add Integration.
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5. Click on the General settings tab enter a name for the Dots Application which you would like to present to your Dots users on Okta. When finished click Done.
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6. A setup page for the Dots app you created will appear.
   Please click on the tab Sign-On. Under the Sign-On page click on Edit .
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7. Choose options SAML 2.0.

8. Under Default Relay State Enter:
{“clientOrigin”: “https://app.dotstech.com“, “organizationName”: “Dots -Organization- name“}
Make sure to place your correct Dots -Organization- name which can be found in your Dots dashboard under Settings Tab > Organization information> Organization name.
​For example: If the organization name is: Dunder Mifflin.
The value that should be set in Default Relay State is:
{“clientOrigin”: “https://app.dotstech.com“, “organizationName”: “Dunder Mifflin“}
We advise to Copy/Past it from the Dots dashboard.

9. Scroll down to Credentials Details and set Email under Application username format . Click Save.
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Part 2: Adding user group to your Dots Okta app.

The next step will be to create a group for users who will use the your Dots application.
Make sure to provide access only to relevant users and not to all employees in the company.
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1. Click on Directory in the left index, choose Groups and Click Add group.
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2. An Add group popup window will appear, please enter a Name and Description for the group. Click Save.
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3. You should be able to see the group you have created under Group name. If you do not see it, please refresh the page. Click on the group name.
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4. Your new group page will open, click on Assign people.
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​5. A new page will open and you will need to select those who will have access to your application.
Click on the + icon for the relevant people. After you are done adding the relevant people click Done.
​Note: all the users you have chosen have to have a user in Dots with the same email defined in Okta.

6. Click the Applications tab, choose Applications and click on the application you have just created from the list.

7. Your application page will appear and you, click on Assign and choose Assign to Groups .

8. Choose the group you have created from the list and click on Assign.

Click Done after you see the Assign label turn to Assigned.

The Group of users you have created will be added to your application page.

9. In the application page choose SignOn tab and copy the MataData URL under SMAL2.0 section.

10. Go to your Dots dashboard Help Center and open a ticket to support requesting to to set your Okta integration and send them your MataData URL you just copied.

The support will update you when the Okta integration is ready, and you can login via your Dots Okta App.
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Note: If you don’t have access yet to your UI, write to: [email protected]