Introduction

This is a step-by-step guide for integrating your Okta Workforce Identity with PackageX Receive to allow fetching information on Recipients and optionally Users.

Recipients are contacts that cannot login to the application. They can potentially include the full directory. Enabling this integration removes the need to manually create or update recipients, or import them via CSV file.

Users are people who can login to the PackageX dashboard/application using SSO. These only include the directory users that are assigned the SAML 2.0 Application created in the Okta Admin Dashboard.

Configuring SSO is a require pre-requite.

Step 1

• Login to https://portal.packagex.io
• Navigate to Settings → SSO & Directory Integration on the PackageX Dashboard: https://portal.packagex.io/settings/sso-&-directory-integration
• You will be taken to the Directory Configuration
• Provide the required information in the first section. We will go through the steps to fill each field

• Log in to Okta Admin portal

• OKTA DOMAIN

  • Find your Okta domain. Click your username in the Okta portal

    

  • The Okta domain will be the value under your username/email

    

  • Copy and paste it to OKTA DOMAIN field in PackageX Receive Portal

• OKTA SAML APPID

  • In the Okta Admin portal, navigate to Applications → Applications

  • Select your SAML Application e.g. portal.packagex.io

  • You need to get its application ID

  • This can be extracted from the URL e.g. the url will look like: https://{yourOktaDomain}/admin/app/{someAppName}/instance/{SamlAppId}/#tab-{tabName} (the values within the curly braces {} are your specific values → we need SamlAppId)

    

  • Copy the SamlAppId part and paste this into the OKTA SAML APPID field in PackageX Receive Dashboard

Step 2

• Navigate to Applications → Applications