Okta and Retool: Complete Integration Guide 2024

 

Integrating Retool with Okta

 

Integrating Retool with Okta involves setting up Single Sign-On (SSO) to allow users to authenticate using their Okta credentials. This guide provides a comprehensive step-by-step process for this integration, ensuring secure and efficient authentication.

 

Prerequisites

 

• Ensure you have administrative access to both Retool and Okta.
• A basic understanding of SAML (Security Assertion Markup Language) or OpenID Connect (OIDC), as these are standard protocols for SSO.
• Access to an Okta organization account where you can add applications and manage SSO settings.

 

Configuring Okta for Retool SSO

 

• Log in to your Okta Admin Dashboard.
• Navigate to the "Applications" section and click on "Applications".
• Select "Create App Integration".
• Choose the method: either "OIDC - OpenID Connect" or "SAML 2.0". Retool supports both, but the method chosen will depend on your specific requirements.
• For OIDC:
  • Select "OIDC - OpenID Connect" and then "Web Application".
  • Configure general settings: Name the app "Retool" for easy identification and add a logo if desired.
  • Assign the Redirect URIs which is typically in this form: https://your-retool-url/auth/oidc/callback.
  • Assign appropriate Login Scopes like "email", "profile", etc.
• For SAML:
  • Select "SAML 2.0" for the integration type.
  • Enter a descriptive name like "Retool SSO".
  • In the SAML settings, configure the Single Sign-On URL and Audience URI (SP Entity ID) with details Retool provides, typically found in your Retool settings under Authentication.
  • Specify the correct attribute mapping, such as mapping Okta's email field to Retool's user email.
• Assign users to the Retool application. In Okta, go to the "Assignments" tab of your newly created app and assign the correct user roles.

 

Configuring Retool to Accept Okta SSO

 

• Log in to your Retool admin panel.
• Navigate to Settings and then Authentication tab.
• Choose the authentication method: either SAML or OIDC as per your Okta configuration.
• For OIDC:
  • Fill in the necessary fields such as Client ID, Client Secret (obtained from Okta), and Discovery URL which is typically: https:///.well-known/openid-configuration.
• For SAML:
  • Provide the IdP Metadata URL (Identity Provider Metadata URL) from Okta.
  • Enter specific metadata like Entity ID and Assertion Consumer Service (ACS) URL as required.
• Ensure all fields match what is configured in Okta to avoid mismatches and errors during sign-in.

 

Testing the Retool and Okta Integration

 

• Before rolling out to all users, test the configuration with a single Okta user account.
• Attempt to log into Retool via the Okta SSO method:
• Check if Okta redirects properly to the Retool login page and if the authentication flow correctly returns to Retool.
• Verify all user attributes are correctly fetched and mapped in Retool.
• If there are errors, use the developer console in your browser and Retool’s or Okta’s logs to troubleshoot issues.

 

Deploying the Integration System-Wide

 

• Once testing is successful, assign additional users or groups to the Retool app in Okta as needed.
• Communicate the new login method to all users, providing guidance on how to log in with their Okta credentials.
• Monitor the usage and gather feedback to adjust any configurations if necessary.

 

By carefully setting up and testing Retool integration with Okta as outlined above, organizations can securely and effectively manage user access and authentication. This not only ensures that users can easily access Retool with their Okta credentials but also enhances overall security with a centralized authentication mechanism.