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Step 1 - Create a RevenueHero App Integration in Okta

  1. Login as admin for your Okta organization
  2. In the sidebar under Applications, click Applications
  3. Click Create App Integration
    1. Sign-in method: OIDC - OpenID Connect
    2. Application Type: Web Application
  4. Click Next
  5. Fill in General Settings:

    1. App integration name: RevenueHero Integration

    2. Grant type: Authorization Code

    3. Sign-in redirect URIs: https://api.revenuehero.io/auth/okta/{YOUR_OKTA_DOMAIN}

      TIP

      You can find your Okta Domain under your profile on top-right corner. The Okta domain will be the first part dev-51991140.okta.com and this can be used in the Sign-in Redirect URI as https://api.revenuehero.io/auth/okta/dev-51991140


    4. Sign-out redirect URIs: None

  6. Under Assignments, select your desired controlled access policy.
  7. Click Save
  8. On your RevenueHero Integration Application, under General Settings, click Edit and make the following changes:
    1. Login initiated by: Either Okta or App
    2. Application visibility: Check both the options
      • Display application icon to users
      • Display application icon in the Okta Mobile app
    3. Login flow: Redirect to app to initiate login (OIDC Compliant)
    4. Initiate login URI: https://app.revenuehero.io/login/okta
  9. Click Save
  10. On your RevenueHero application page, navigate to the General tab.
  11. Copy the values of Client ID and Client Secret (click the eye button to toggle the visibility)

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Step 2 - Configure SSO with RevenueHero

Once you have collected the following information from your Okta page, email it to support@revenuehero.io or share it with us over the Slack Connect Onboarding channel:

  • Client ID
  • Client Secret
  • Issuer URL

RevenueHero support will handle your request and get back to you once the integration is configured.

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