Single Sign-On

Coalesce currently supports Single Sign-On (SSO) with the following identity providers (IDPs):

• Okta with OpenID Connect (OIDC) protocol
• Azure with OpenID Connect (OIDC) protocol

Configure Okta SSO

To use Okta as your Single Sign-On provider, you'll want to create a new App Integration in Okta. To do this, take the following steps:

1. Open the admin panel for your Okta organization
2. Click on Applications. You should now be at a screen that looks like the following screenshot.

3. Click on Create App Integration
4. You'll be presented with a window with options like the following screenshot. Select OIDC - OpenID Connect as the Sign-in method and Single-Page Application as the Application Type and then create the new app integration.

5. On the settings page for this newly created integration, enter the following -

• App Integration Name - this is typically going to be Coalesce but any friendly name works
• Sign-in redirect URI - by default this is http://localhost:8080/login/callback which you'll want to change to https://mySubdomain.app.coalescesoftware.io/login/callback. mySubdomain is typically the name of your organization.
• Controlled Access - select whichever setting is appropriate for your organization

6. Click Save. You'll now be at a window with all your App Integration settings. Keep this browser tab open as you'll need to enter some information from it into Coalesce.
7. Open a new browser tab/window
8. Sign in to your Coalesce application using username and password
9. Go to Single-Sign on settings via User Menu Org Settings Single Sign-On.
10. Fill out the fields using the following table:

11. Once you've filled out the SSO settings in Coalesce, click Save
12. Log out of Coalesce
13. Go to your subdomain - https://mySubdomain.app.coalescesoftware.io - and click on the Use Single Sign-On button to log in using SSO.

If instead of a button you see an error message, check to make sure you correctly entered all the fields in your Coalesce SSO settings. If the problem persists please reach out to our our Support Team.

Configure Azure AD SSO

To use Azure AD as your Single Sign-On provider, you'll want to create a new App Registration in Azure.

1. Go to the Overview panel in Azure Active Directory
2. Click the + Add dropdown
3. Select App Registration

4. On the registration page for this newly created integration, enter the following

• Name - this is typically going to be Coalesce but any friendly name works
• Supported Account Types - choose which Account types to support, see the following screenshot

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Supported Account Types

Personal Microsoft accounts only is not a supported option for Coalesce Azure SSO.

• Redirect URI - The redirect URI should be formatted as follows - https://mySubdomain.app.coalescesoftware.io/login/callback

5. Click Register to create the integration. You'll now be at a window with all your App Registration settings. Keep this browser tab open as you'll need to enter some information from it into Coalesce.

6. Open a new browser tab/window
7. Sign in to your Coalesce application using username and password
8. Go to Single-Sign on settings via User Menu Org Settings Single Sign-On.
9. Fill out the fields using the following table:

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Microsoft Permissions Requested

When selecting Use Single-Sign On with Azure Active Directory, the user may be prompted to grant Coalesce permission to:

1. Sign you in and read your profile
2. Maintain access to data you have given it access to

These permissions can be pre-approved for future users by an admin in Azure Directory. They can go to Manage App Registrations Your App Registration API Permissions. From there they select Add a permission Microsoft Graph Delegated Permissions and then select the desired permissions to pre-approve for the non-admin users.

10. Once you've filled out the SSO settings in Coalesce, click Save
11. Log out of Coalesce
12. Go to your subdomain - https://mySubdomain.app.coalescesoftware.io - and click on the Use Single Sign-On button to log in using SSO.