Single Sign On enables organizations to let employees use a single set of credentials to log in to multiple software applications. Below are the steps on how an Admin user can manage Click Maint as one of these applications.
Okta Set Up
In your Okta Admin Console, select Applications and Resources, then Applications.
Click the Create App Integration button.
Select the Classic experience tab.
For Sign-in method, select OIDC - OpenID Connect.
For Application type, select Web Application, then click Next.
On the New Web App Integration page, enter a name in the App integration name field, for example Click Maint.
For Client definition, select Use Okta-generated client ID.
In Grant type, for Core grants select Refresh Token.
In the Sign-in redirect URIs section, replace the default URI with
https://app.clickmaint.com/sso/oidc/callback. Customers on the Canadian site usehttps://app.clickmaint.ca/sso/oidc/callback.Scroll to the bottom. In the Assignments section, select Skip group assignment for now. You will add users after the integration is set up.
Click the Save button.
Your new application opens. Copy these three values to use in Click Maint:
Client ID: In the Client Credentials section, click the Copy to clipboard icon next to Client ID.
Client Secret: In the Client Secrets section, click the Copy to clipboard icon next to the secret.
Okta URL: Go to your Okta My Apps dashboard page. From the browser address bar, copy the URL starting with https. e.g .https://trial-9753116.okta.com (no trailing slash)
Set Up Okta in Click Maint
Log in to Click Maint and select Admin Settings from the main menu.
Select the SSO tab.
In the OIDC row, click Configure.
In the Configure SSO window, paste the Okta URL into the OIDC Endpoint field.
Paste the Client ID and Client Secret you copied from Okta.
Click the Save button.
Turn on the Enabled toggle in the OIDC row.
Assign Users in Okta
Return to Okta and open the application you created.
Click the Assignments tab.
Click Assign, then select individual people or any existing groups.
Confirm your selection to add them to the application.
Once your users are assigned in Okta, add them in Click Maint.
Add new SSO Users in Click Maint
From the Admin Settings module and All Users tab, click on +User button to open the Invite User form.
Enter the email address of the new SSO user.
Select SSO authentication type from the dropdown.
Enter the first name, last name, and entity role from the dropdown. All other details are optional.
Click the Add User button.
Invitation emails aren't sent to users set up via SSO. |
How to Migrate Existing User to SSO
Connect with the Click Maint Support team for help. You can do so via the portal or email [email protected]. We'll assist you in setting up for existing users that need to move to SSO.
Removing an SSO User
Important to note, before you remove a user from your group (outside Click Maint), you must log in to Click Maint and mark them as Inactive. |
Log in and select Admin Settings from the main menu.
Select the All Users tab.
Click on the user's name to open the User's profile card.
Click on the three dots icon in the top right.
Select Inactive.
In the Make User Inactive Window, hit the Make Inactive button to confirm.
Here's the SSO log in guide to share with all users once your configure Okta OIDC.