> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vindicia.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Setting up Okta Authentication

* It is recommended that the set up of your Okta account and application be performed twice:
  1. Okta staging > Vindicia Subscribe Staging
  2. Okta Production > Vindicia Subscribe Production
* Okta passwords must meet PCI requirements. See [External User Authentication Requirements](externalUserAuthenticationRequirements) for details.
* Multi-factor Authentication and re-authentication is required for this implementation. See [External User Authentication Requirements](externalUserAuthenticationRequirements) for details.

1. In your Okta org account, navigate to **Applications** > **Applications**.

   <img src="https://mintcdn.com/vindicia-retain/pL1W6dYumVz09Ch6/portal/retainImplementationGuide/images/OKTAorgAccount.png?fit=max&auto=format&n=pL1W6dYumVz09Ch6&q=85&s=b93cecbddfe350ed3dd73a2b8274a15e" alt="OKTA's Getting started screen" width="1939" height="1047" data-path="portal/retainImplementationGuide/images/OKTAorgAccount.png" />

2. Click the **Create App Integration** button.

   The **Create a new app integration** screen appears.

3. Define as follows:

   1. For **Sign-in method**, select **OIDC - OpenID Connect**.

   2. For **Application type**, select **Web Application**.

   3. Click **Next**.

   The **New Web App Integration** screen appears.

4. Define the New Web App Integration as follows:

   1. For **App integration name**, enter the name you'd like to give this app. For example, use **Vindicia Subscribe**.

   2. For **Grant type**, select **Authorization Code**and ensure that all other checkboxes are clear.

   3. For **Sign-in redirect URIs**, enter the following as relevant for either your production or staging implementation:

      * **Staging**:
        * Subscribe Portal 2.0 staging: [https://portal.staging.us-west.vindicia.com/portal/sso\_return](https://portal.staging.us-west.vindicia.com/portal/sso_return)
      * **Production**:
        * Subscribe Portal 2.0 production: [https://portal.vindicia.com/portal/sso\_return](https://portal.vindicia.com/portal/sso_return)

   4. For **Sign-out redirect URI**, leave blank.

   5. For **Trusted Origins**, leave blank.

   6. For **Assignments**, limit access to the relevant groups in your organization that require access to Vindicia Subscribe.

   <img src="https://mintcdn.com/vindicia-retain/pL1W6dYumVz09Ch6/portal/retainImplementationGuide/images/OKTANewWebAppIntegration.png?fit=max&auto=format&n=pL1W6dYumVz09Ch6&q=85&s=755c01b64fde1124f8511362251b9d05" alt="OKTA's New Web App Integration screen" width="440" height="686" data-path="portal/retainImplementationGuide/images/OKTANewWebAppIntegration.png" />

5. Click **Save**.

   The new Web integration App is saved.

6. In the newly created web integration app, access the **Sign On** tab and set the following recommended options:

   1. click **Add Rule**.

   2. Set **Require multifactor** every sign on and **Require re-authentication** every 15 minutes.

   <img src="https://mintcdn.com/vindicia-retain/pL1W6dYumVz09Ch6/portal/retainImplementationGuide/images/OKTASignOn.png?fit=max&auto=format&n=pL1W6dYumVz09Ch6&q=85&s=7e19194119ad87d1c9e5fec8da106a73" alt="Sign On Policy Requirements" width="630" height="331" data-path="portal/retainImplementationGuide/images/OKTASignOn.png" />

7. In the newly created web integration app, access the **General** tab and note the required details to pass to Vindicia.

   1. Copy the following details from the Client Credentials and General Settings panes and save them to a .txt file.

      * Client ID
      * Client secret
      * Okta domain
   2. Encrypt the file and pass it to your Vindicia contact point for integration.

8. In Subscribe Portal 1.0, access Reports and run the **Merchant Users** report with **User Status** set to Active.

   1. Ensure that all the users that require access to Subscribe appear in the report with a corresponding email address.

   2. Ensure that the users' emails in the report match the emails used in Okta.

9. To test the successful setup, access Subscribe Merchant Portal 2.0 at [https://portal.staging.us-west.vindicia.com/](https://portal.staging.us-west.vindicia.com/portal/sso_return) and enter your username.

   You are redirected to to your Okta sign in page for authentication.

   <img src="https://mintcdn.com/vindicia-retain/pL1W6dYumVz09Ch6/portal/retainImplementationGuide/images/OktaSSOVindicia.png?fit=max&auto=format&n=pL1W6dYumVz09Ch6&q=85&s=56eaf9417633f4942599c02511b8dbd6" alt="Okta's sign in page customized for Vindicia" width="1718" height="1378" data-path="portal/retainImplementationGuide/images/OktaSSOVindicia.png" />

**Parent topic:**[External User Authentication in Vindicia](../topics/externalUserAuthenticationAbout)


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