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Integrating with Okta (Workforce SSO)

Set up Okta Workforce SSO for seamless single sign-on to Cora.ai using OpenID Connect.

Overview

The Okta Workforce integration enables seamless Single Sign-On (SSO) for your organization's employees accessing Cora.ai. Using Okta as your identity provider, employees can authenticate with their corporate credentials without managing separate passwords.

Integration Type: OpenID Connect (OIDC), Organization-Level
Setup Time: 10-15 minutes
Required Role: Okta Administrator


Prerequisites

  • Active Okta Workforce Identity subscription

  • Administrator access in Okta

  • Knowledge of your organization's email domains (e.g., @yourcompany.com)


Integration Architecture

Once configured, the Okta integration provides seamless authentication routing:

Flow for Enterprise Users:

  1. Employee enters their work email (e.g., [email protected])

  2. System automatically routes to Okta based on email domain

  3. Employee authenticates via Okta (with MFA if configured)

  4. Upon successful authentication, employee is logged into Cora.ai


Benefits

  • Seamless User Experience - Employees use existing corporate credentials

  • Centralized Access Control - Manage Cora.ai access through Okta policies

  • Enhanced Security - Leverage Okta's MFA and adaptive authentication

  • Zero Code Changes - Integration is transparent to end users

  • Audit & Compliance - Centralized audit logs in Okta


Setup Steps

The Okta integration setup is a three-step process. You'll configure your Okta application, share the credentials securely with Cora.ai, and then complete the Okta tile configuration once we confirm setup is live.

Step 1: Create Okta OIDC App Integration

To learn how to create an Okta OIDC app integration, read Create OIDC app integrations on Okta Help Center.

Required Settings:

  1. Log into Okta Admin Console as an Administrator

  2. Navigate to ApplicationsApplications

  3. Click Create App Integration

  4. Configure the following:

    • Sign-in method: Select OIDC - OpenID Connect

    • Application type: Select Web Application

  5. Click Next

Application Settings:

Enter the following details:

  1. App integration name: "Cora.ai" (or your preferred name)

  2. Grant type: Authorization Code (should be selected by default)

  3. Sign-out redirect URIs: (leave blank or optional)

  4. Trusted Origins: https://cora.ai/

  5. Under Assignments, choose:

    • Controlled access: Select who can access the application

    • Recommendation: Start with specific groups for pilot testing before rolling out organization-wide

  6. Click Save

Save Application Credentials:

After creating the app, you'll see the application details page. Save the following values:

  • Okta Domain: Your organization's Okta domain (e.g., yourcompany.okta.com)

  • Client ID: Copy this value

  • Client Secret: Click Show, then copy this value

Important: Keep these credentials secure. You'll need them for Step 2.

Step 2: Share Credentials Securely with Cora.ai

Once you've created the Okta application, you need to send the credentials to Cora.ai so we can complete the backend configuration.

Required Information:

Field

Description

Okta Domain

Okta's domain name for your organization (e.g., yourcompany.okta.com)

Client ID

Unique identifier for your registered Okta application from Step 1

Client Secret

Authentication secret for your registered Okta application from Step 1

Email Domain(s)

Your organization's email domain(s) to enable automatic routing (e.g., yourcompany.com)

Secure Sharing via Bitwarden Send:

To securely share your Okta credentials with us, use Bitwarden Send (a secure one-time sharing tool, no Bitwarden account required):

  1. In the "Text" tab, paste the following:

    Okta Domain: [your-org].okta.com
    Client ID: [your-client-id]
    Client Secret: [your-client-secret]
    Email Domain(s): yourcompany.com, subsidiary.com (if multiple)
  2. Click "Create Send"

  3. Click "Copy Link"

  4. Send the link to your Cora.ai contact via email or Slack

Alternative Secure Sharing Methods:

If you prefer not to use Bitwarden Send, you can also:

  • Share via your organization's secure file sharing platform

  • Send via encrypted email

  • Share during a scheduled call with screen sharing

What Happens Next:

  1. Cora.ai receives your credentials securely

  2. Our team configures the backend integration (typically within 1 business day)

  3. We'll notify you when the integration is ready for testing

  4. You can then proceed to Step 3 to complete the Okta tile setup

Step 3: Complete Okta Tile Configuration

Once Cora.ai confirms the backend integration is live, complete these final settings in your Okta app so the Cora tile appears for your users:

  1. Set the Initiate Login URI — Cora.ai will provide you with a URL in the format:
    https://app.cora.ai/start-login?connection=<your-org>-okta
    In the Okta app's Login section, paste this URL into the "Initiate login URI" field.

  2. Set "Login initiated by" to "Either Okta or App" — By default this may be set to "App Only", which prevents the Cora tile from appearing in users' Okta dashboards. Change it to "Either Okta or App" so assigned users see the tile.

  3. Verify — Assigned users should now see the Cora.ai tile in their Okta dashboard and can click it to launch directly into the app.


User Provisioning

Cora.ai supports just-in-time (JIT) user provisioning via Okta. This means:

  • No manual provisioning needed — As long as a user clicks the Cora tile in Okta (or goes to app.cora.ai and enters their work email), they will be logged in and provisioned automatically on first access.

  • No SCIM required — Because Cora does not use a license-based model, there is no need for SCIM or manual user management. Inactive or dormant users have no commercial impact.

  • Deprovisioning — If a user should no longer have access, simply unassign them from the Cora.ai app in Okta. They will no longer be able to authenticate.


FAQ

The Cora.ai tile doesn't appear in users' Okta dashboards. What's wrong?

Check that "Login initiated by" is set to "Either Okta or App" (not "App Only") in the Okta app settings. Also verify that the user is assigned to the app (directly or via group).

Do we need to manually provision users or submit tickets?

No. Cora supports just-in-time provisioning. Users are automatically created on their first login via Okta. No ServiceNow ticket, no admin action, no delay.

What if a user was previously using Google SSO?

Users who were previously authenticated via Google SSO will need to click "Continue with email" (or use the Okta tile) once to transition to Okta-based authentication. This is a one-time action.

Does Cora.ai support SCIM?

SCIM is on our roadmap but not currently supported. However, because Cora uses JIT provisioning and has no per-seat licensing, the practical need for SCIM is minimal — users auto-provision on first access and dormant accounts have no cost impact.

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