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Okta

This integration requires Fides Cloud or Fides Enterprise. For more information, talk to our solutions team. (opens in a new tab)

Okta (opens in a new tab) is an identity and access management platform that provides single sign-on, multi-factor authentication, and user provisioning. The Okta IDP monitor discovers applications registered in Okta — such as HubSpot and Snowflake — and surfaces them in the Action Center for review.

Prerequisites

In order to integrate with Okta, you'll need to collect the following information:

  • Organization URL: The URL for your organization's Okta account (e.g. https://your-org.okta.com).
  • OAuth2 Client ID: The client ID for the OAuth2 application configured in Okta.
  • Private Key: The private key used for authenticating with Okta's API.
  • OAuth2 Scopes: The scopes required for the Okta API integration.

Set up an Okta monitor

To integrate with Okta:

  1. Navigate to Integrations.
  2. Click Add integration.
  3. Select Okta.
  4. Provide the appropriate OAuth2 credentials for the configuration and click Save.
  5. Add a monitor and set the execution schedule, or leave it unset to run manually.

You may confirm your connection is working using the Test connection button, if desired.

To learn more, please see our guide for Managing integrations.

Review results

After a scan completes, discovered applications appear in the Action Center under the monitor that detected them. Use the following filters to triage results:

  • New: Applications discovered for the first time that are not yet in your data map.
  • Known systems: Applications that match a known vendor by Fides Compass.
  • Unknown systems: Applications that could not be matched to a known vendor by Fides Compass.
  • Ignored: Applications that have been previously ignored.
  • Data use: Filter by the processing activities assigned to discovered applications.
Running an Okta IDP monitor and managing discovered systems

Take action on results

The Action Center provides several actions for managing discovered applications:

  • Add: Convert a discovered application into a System in your data map. Fides creates the System with the vendor information and data uses assigned during discovery.
  • Ignore: Ignore an application you don't need to track. Ignored applications are hidden from the default Action Center view.
  • Restore: Restore a previously ignored application to the active results.
  • Edit data uses: Update the data uses assigned to a discovered application before promoting it.
  • Bulk actions: Select multiple applications to add, ignore, or restore in a single operation.