In this article, you'll learn how to integrate Okta with Real-Time Coaching. Once you set up this integration, data from Okta will be available under the Coaching tab of your KnowBe4 Security Awareness Training (SAT) console. This data can be viewed in Real-Time Coaching reports and used to create detection rules for Real-Time Coaching categories. For general information about Real-Time Coaching, see our overview article.

Set Up the Integration in Okta

Before you can set up this integration in Real-Time Coaching, you'll need to create a read-only administrator account in Okta and create an API token.

Create a Read-Only Administrator Account

First, you'll need to create a read-only administrator account for Okta. To create the account, follow the steps below:

1. Log in to your Okta console.
2. Navigate to Directory > People.
3. Select Add person. A pop-up window will open.
4. In the Add Person pop-up window, enter your preferred details for this new account.
5. Select Save to create the new account.
6. Navigate to Security > Administrators.
7. Select +Add administrator.
8. In the Administrator assignment by admin page, select the following options:
   1. Admin: Select the account you created earlier.
   2. Role: Select Read-only Administrator.
9. Select Save Changes to create the new administrator account.

Create Your API Token

To create your API token, follow the steps below:

1. Log in to your Okta console using your new read-only administrator account.

2. Navigate to Security > API.

   

3. Select the Tokens tab.

4. Select Create Token.

   

5. Enter your preferred name for the token.
6. Select Create Token to display your new token. Make sure to copy this token and save it somewhere you can easily access later. You'll need it to set up the integration in Real-Time Coaching.
7. Once you've saved your token, select OK, got it to close the window.

Set Up the Integration in Real-Time Coaching

To set up the integration in Real-Time Coaching, follow the steps below:

1. Log in to your KnowBe4 SAT console.
2. Navigate to Coaching > Setup > Security Vendor Integrations.
3. Locate the Okta vendor tile and select Configure > Direct Integration.
4. In the API Token field, paste the API token you created earlier.

5. In the API Domain field, enter your organization's unique Okta domain.

   Note: If you do not know your Okta domain, use Okta's Find your Okta Domain Find your Okta Domain (link opens in new window) article to locate the domain.
6. Select Authorize.

Map Your Users

After you've finished integrating Okta, we recommend mapping your users through mapping rules or through a CSV file upload. For more information, see our user mapping article.

Manage Detection Rules

Once you've successfully authorized this integration, you can also manage Okta detection rules from Coaching > Detection Rules. For a full list of available system detection rules for this vendor, see our System Detection Rules by Vendor article.

Delete the Integration in Real-Time Coaching

If you want to delete the Okta integration from Real-Time Coaching, follow these steps:

1. Log in to your KnowBe4 SAT console.
2. Navigate to Coaching > Setup > Security Vendor Integrations.
3. Locate the Okta vendor tile and select Edit.
4. Select Delete Integration near the bottom of the page.