How to set up a private Okta integration with Salesbricks
To enable this feature on your company’s Salesbricks account, you will need to work with Salesbricks Support to activate your instance.
The following steps ensure that your users can login to Salesbricks with Okta:
Set up the Salesbricks application in Okta manually.
Gather information from Okta.
Send the information to Salesbricks.
Sign up for a seller account on Salesbricks.
The Okta Single Sign-On integration is only available to Salesbricks users as a paid feature.
Verify that the email addresses of your existing Salesbricks users match their Okta accounts exactly.
Log in to your Okta Admin dashboard.
Click Applications -> Applications from the left navigation tree.
Click "Create App Integration."
In the "Create a new app integration" dialog, select "OIDC - OpenID Connect" as the Sign-in method, and "Web Application" as the Application type.
Click "Next."
You will be directed to a page titled “New Web App Integration.”
Salesbricks
https://api.salesbricks.com/sso/okta/callback
You will be directed to the config settings page for your Salesbricks app integration.
Either Okta or App
.Display application icon to users
. This will make the Salesbricks application icon visible in the end user dashboard.https://api.salesbricks.com/sso/okta/login?client_id=
) followed by your client ID at the top of the Settings page. It should look like: https://api.salesbricks.com/sso/okta/login?client_id=0ob8xfou2vZPZCbDk5d7
After installing the application, you will need to obtain some information to send to Salesbricks.
In the Okta admin page, go to Applications -> Applications.
Click on the Salesbricks application.
Under the "General" tab, copy the values for Client ID and Client secret.
Click the eye button to toggle the visibility.
Under the user dropdown menu in the top right corner of the page, copy your Okta organization's issuer URL.
This is usually located under the admin’s email address, e.g. salesbricks.okta.com.
Once you have all the required information (summarized below), email them to integration-support@salesbricks.com.
Salesbricks Integration Support will handle your request and follow up with you once the integration is configured.
How to set up a private Okta integration with Salesbricks
To enable this feature on your company’s Salesbricks account, you will need to work with Salesbricks Support to activate your instance.
The following steps ensure that your users can login to Salesbricks with Okta:
Set up the Salesbricks application in Okta manually.
Gather information from Okta.
Send the information to Salesbricks.
Sign up for a seller account on Salesbricks.
The Okta Single Sign-On integration is only available to Salesbricks users as a paid feature.
Verify that the email addresses of your existing Salesbricks users match their Okta accounts exactly.
Log in to your Okta Admin dashboard.
Click Applications -> Applications from the left navigation tree.
Click "Create App Integration."
In the "Create a new app integration" dialog, select "OIDC - OpenID Connect" as the Sign-in method, and "Web Application" as the Application type.
Click "Next."
You will be directed to a page titled “New Web App Integration.”
Salesbricks
https://api.salesbricks.com/sso/okta/callback
You will be directed to the config settings page for your Salesbricks app integration.
Either Okta or App
.Display application icon to users
. This will make the Salesbricks application icon visible in the end user dashboard.https://api.salesbricks.com/sso/okta/login?client_id=
) followed by your client ID at the top of the Settings page. It should look like: https://api.salesbricks.com/sso/okta/login?client_id=0ob8xfou2vZPZCbDk5d7
After installing the application, you will need to obtain some information to send to Salesbricks.
In the Okta admin page, go to Applications -> Applications.
Click on the Salesbricks application.
Under the "General" tab, copy the values for Client ID and Client secret.
Click the eye button to toggle the visibility.
Under the user dropdown menu in the top right corner of the page, copy your Okta organization's issuer URL.
This is usually located under the admin’s email address, e.g. salesbricks.okta.com.
Once you have all the required information (summarized below), email them to integration-support@salesbricks.com.
Salesbricks Integration Support will handle your request and follow up with you once the integration is configured.