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Okta Integration Setup

This guide will help you connect your Complyfirst account with your company okta account. Once completed, users in your Okta directory will be able to log in to Complyfirst using their Okta SSO credentials.

STEP ONE

Find ComplyFirst in Okta

  1. Log into your Okta Admin Console.
  2. Navigate to Applications → Applications.
  3. Click on Browse App Catalog.
STEP TWO

Add ComplyFirst integration

  1. Search for ComplyFirst in the app catalog.
  2. Click Add Integration.
  3. During setup, you will be prompted to enter an Organisation ID. You can enter whatever you like, but you will need this later to connect Okta to Complyfirst.
STEP THREE

Find Client ID and Client Secret

  1. After the app is created, go to the Sign On tab of the ComplyFirst app in Okta.
  2. Locate and copy your Client ID and Client Secret. These will be required when configuring the integration in ComplyFirst.
STEP FOUR

Go to Complyfirst Integrations Page

  1. Log into the ComplyFirst platform as the company admin.
  2. Go to Settings → Integrations.
STEP FIVE

Connect Complyfirst to Okta

  1. Toggle the Okta integration switch on.
  2. In the connection settings:
    • Enter the same Organisation ID used during Okta setup.
    • Provide your Okta domain URL.Format: https://{organisation}.okta.com
      Example: https://acme.okta.com
    • Enter the Client ID and Client Secret you copied from the Okta.

If you have followed these steps and are still unable to connect Complyfirst to Okta, please reach out to our team.