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

# Private Integration Setup

> How to set up a private Okta integration with Salesbricks

## Supported features

* Single Sign-On (OpenID Connect, IdP-initiated only)
* Automatically creates user accounts in Salesbricks when Single Sign-On is initiated by a member of an organization with an active Okta integration

<Info>
  To enable this feature on your company's Salesbricks account, you will need to work with Salesbricks Support to activate your instance.
</Info>

## Overview

The following steps ensure that your users can login to Salesbricks with Okta:

<Steps>
  <Step title="Set up the Salesbricks application in Okta manually." />

  <Step title="Gather information from Okta." />

  <Step title="Send the information to Salesbricks." />
</Steps>

## Prerequisites

<Steps>
  <Step title="Sign up for a seller account on Salesbricks.">
    <Warning>
      To enable the Okta Single Sign-On integration, please reach out to Salesbricks Support.
    </Warning>
  </Step>

  <Step title="Verify that the email addresses of your existing Salesbricks users match their Okta accounts exactly." />
</Steps>

## Setup

### Set up the Salesbricks application in Okta manually

<Steps>
  <Step title="Log in to your Okta Admin dashboard." />

  <Step title="Click Applications -> Applications from the left navigation tree." />

  <Step title="Click &#x22;Create App Integration.&#x22;" />

  <Step title="In the &#x22;Create a new app integration&#x22; dialog, select &#x22;OIDC - OpenID Connect&#x22; as the Sign-in method, and &#x22;Web Application&#x22; as the Application type." />

  <Step title="Click &#x22;Next.&#x22;" />
</Steps>

You will be directed to a page titled “New Web App Integration.”

1. For the “App integration name,” enter `Salesbricks`
2. For the “Sign-in redirect URI,” enter `https://api.salesbricks.com/sso/okta/callback`
3. For the “Sign-out redirect URI,” delete the default value so that the field is blank.
4. For “Assignments,” determine your company’s level of controlled access and immediate access (Note: Federation Broker Mode would disable your Okta End User Dashboard, so we would want to keep immediate access disabled).
5. Click “Save.”

You will be directed to the config settings page for your Salesbricks app integration.

1. Under the “General Settings,” click “Edit.”
2. Update “Login initiated by” to `Either Okta or App`.
3. For “Application visibility,” check the box for `Display application icon to users`. This will make the Salesbricks application icon visible in the end user dashboard.
4. For “Initiate login URI,” enter the Salesbricks Okta login URL (`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`
5. Click “Save.”

After installing the application, you will need to obtain some information to send to Salesbricks.

### Gather information from Okta

<Steps>
  <Step title="In the Okta admin page, go to Applications -> Applications." />

  <Step title="Click on the Salesbricks application." />

  <Step title="Under the &#x22;General&#x22; tab, copy the values for Client ID and Client secret.">
    Click the eye button to toggle the visibility.
  </Step>

  <Step title="Under the user dropdown menu in the top right corner of the page, copy your Okta organization's issuer URL.">
    <Tip>
      This is usually located under the admin's email address, e.g. salesbricks.okta.com.
    </Tip>
  </Step>
</Steps>

### Send the information to Salesbricks

Once you have all the required information (summarized below), email them to [support@salesbricks.com](mailto:support@salesbricks.com).

* Client ID
* Client Secret
* Issuer URL

Salesbricks Integration Support will handle your request and follow up with you once the integration is configured.