Setting up the Okta/Trustle Integration

Welcome to the section on installing Okta with Trustle. This section will showcase how to setup your environment and connect with Trustle. Let's get started!

Adding the Integration

1. Login to Trustle as the Org Owner (person who created the Trustle account.)
2. Click Manage -> Add System -> Okta
3. For name, we'll call it okta-hr (but you can call it anything you'd like) and click Save
4. On another tab, login to Okta as Admin
5. Select Applications -> Create App Integration -> OIDC - OpenID Connect -> Web Application, then click Next

1. For App Integration Name, enter Trustle Connector
2. For Grant Type, select Authorization Code and Refresh Token
3. For Sign-in redirect URIs, paste the value you find from the Okta install page.

1. For Assignments -> Controlled access, select Skip Group Assignment for Now.
2. Your configuration should look similar to the image below:

1. Click Save at the bottom. The General tab of the Trustle Connector app should now be displayed.
2. Click Okta API Scopes
3. Click Grant for the following: okta.apps.manage, okta.apps.read, okta.groups.manage, okta.groups.read, okta.logs.read, okta.roles.manage, okta.roles.read, okta.users.manage, okta.users.read, okta.users.read.self
4. Click the Assignments tab.
5. Click Assign -> People -> "The Okta Admin User you are currently logged in as" -> Save and Go Back -> Done
6. Click the General Tab.
7. Copy and save for later the hostname of the Okta Admin URL, but only the first two strings seperated by a dash, eg, dev-1234567 (do not include the -admin...)
8. Under Client Secrets, click the copy icon and save this secret for later.
9. Under Client Credentials - Client ID, click the copy icon and save this Client ID for later.
10. Go back to the Trustle "Add a New Okta System" tab.
11. For Organization ID, enter the dev-123... hostname you copied previously.
12. For Client ID, paste the value you copied earlier.
13. For Client Secret, paste the value you copied earlier.
14. Click Authenticate
15. NOTE: When the login screen appears, make sure you are logging in to Okta as the same user you had assigned the app to.
16. Click Continue. Trustle will sync data from Okta via the integration. After a short time, the new Okta Integration appears.

Settings

Now that the Okta System is installed, head over to the Settings tab within the System, and change these settings:

• Default Provisioning to Manual, Interactive, or Automatic. This turns on the System.
• Visibility to Visible. This allows your Users to see the System.
• Check Initiate Deprovisioning When Access Expires.

You're done! We're excited to help you secure your Okta organization with Trustle.

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