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How to configure SSO with Okta

If you want to setup SSO along with SCIM (user provisioning), jump to this section.

SSO (SAML) Setup:

To set up your Qase account with SSO (SAML) and Okta, you'll need to take the following steps:

  1. Login to your Okta Admin dashboard

    The Okta admin dashboard after signing in

  • Go to Applications and click on “Browse App Catalog”.

    The Applications page in Okta with the Browse App Catalog button

  • Search for “Qase”

    Searching the Okta app catalog for Qase

  • Click on “Add Integration”

    The Qase listing in the Okta catalog with its Add Integration button

  • Check on the option for “Do not display application icon to users” and click “Done”.

    Checking Do not display application icon to users, then clicking Done

  • Once activated, go to the “Sign On” tab, and on the lower left, click “View SAML setup instructions”.

    The Sign On tab of the Qase app with the View SAML setup instructions link

  • This will take you to another page where you will find your SAML Sign-In URL, Identity Provider Issuer, and your Key x509 Certificate and further instructions on how to add these to Qase.

  • Google setup is complete. Now you need to go to the Qase security page and link your account with Google’s credentials. Click on the “Enable SSO/SAML” toggle button and fill the form:

    The Qase security page with the Enable SSO SAML toggle and the form beneath it

  • Map the following parameters as shown in the screenshot above.

  • SAML Sign-in URL

  • Identity Provider Issuer

  • Key x509 Certificate

  • Domains*: provide a list of domains separated by a comma, that will be used for SSO. Public domains like Gmail, Hotmail, etc. are not allowed. *This step is mandatory.

Any domains that are added will need to be verified. To do so, you will need to add a TXT record to the domain's DNS records.

Verifying a domain in Qase by adding the TXT record to its DNS
  1. If you want new users who join your team to become a Collaborator by default, check “Automatically add new users as Collaborators” checkbox.

After the form is filled, click on the “Save” button.

Setup is complete. Now you can logout from the app and log in through the SSO login form.


Setting up SCIM for User Provisioning and De-provisioning

With SCIM, the IdP will automatically create, update and delete users on Qase when you modify them on the IdP.

The Qase app on the Okta appstore doesn't support the SCIM features, so we'll need to set up a custom app if you need the SCIM feature.

From the Admin console, choose 'Applications' and then, click 'Create App Integration'

The Okta Applications page with the Create App Integration button

Choose 'SAML 2.0'

Choosing SAML 2.0 as the sign-in method for the new app integration

On the next page, provide a name for this app and continue to Step 2.

Fill out the following details:

  1. Single sign-on URL: https://app.qase.io/saml/acs(we can use this value for the receipient and destination URL)

  2. Audience URI (SP Entity ID): https://app.qase.io/saml/metadata

  3. NameID format: persistent

  4. Application username: Okta username

Once the app is created, you'll need to go to the General tab and check the SCIM option.

The General tab of the app with the SCIM provisioning option checked

When you enable the SCIM option, you'll see a new tab that says - 'Provisioning'. Here, you'll need to enter the following info:

  1. SCIM connector base URL: https://app.qase.io/scim/v2/

  2. Unique identifier field for users: email

  3. Check the first three options (Currently, Qase SCIM API doesn't support Groups provisioning)

  4. Select Authentication mode as HTTP Header

  5. In this field, enter the SCIM token generated from: https://app.qase.io/workspace/scim

You can test the connector configuration to check if everything is right.

The Provisioning tab with the SCIM connector base URL, identifier and authentication mode

Once the connection is tested to be working successfully, enable the following options from the 'To app' section –

  1. Create Users

  2. Update User Attributes

  3. Deactivate Users

The To app settings with create users, update user attributes and deactivate users enabled

That's it, you've successfully configured SCIM for Qase with Okta. You can set up the SSO on this app, from the Sign-on tab.

For the data that you'll need to set up on Qase, follow this link and the instructions on the landing page.

The Sign On tab of the custom app, with the View SAML setup instructions link

⚠️ Note: IdP initiated login is not supported.

Users will have to sign-in from Qase’s SSO Login page: https://app.qase.io/sso/login

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