Prerequisites
Before beginning the setup process, you will need the following information from your Reforge Insights team:- Sign-in redirect URI (will be provided by your point of contact)
- Sign-out redirect URI (will be provided by your point of contact)
Setup Instructions
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Open the left-nav bar and navigate to “Applications” (inside “Applications” section)
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Click “Create App Integration”
- For Sign-in method, choose “OIDC - OpenID Connect”
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For Application type, choose “Web Application”
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Configure General Settings
- You can name the app as you’d like, we suggest “Reforge Insights”
- You can download a logo to provide here: [link to logo]
- Other settings can be left empty or default values
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Configure Sign-in redirect URIs
- Enter the sign-in redirect URI provided by your Reforge Insights team
- Do not check the box for _Allow wildcard _ in sign-in URI redirect.*
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Configure Sign-out redirect URIs
- Enter the sign-out redirect URI provided by your Reforge Insights team
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Assignments
- This can be configured to your preferences based on who should have access to Reforge Insights.
- Finally, click “Save” at the bottom of the page.
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On the resulting page, collect the following details:
- Client ID
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Client Secret
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Your Okta Domain is not on this page, but would look something like
https://company.okta.com
. It can be found by clicking your profile in the top right, and copying the value from the information displayed.
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Share details with your point of contact at Reforge Insights
- We suggest using secure methods, like temporary credentials through 1password, or other secure document sharing means in place with your organization.
- The final set of details that need shared:
- Client ID
- Client Secret
- Okta domain
- Email domain(s) users in your organization have that will access Reforge Insights e.g.
@monterey.ai
or@company.com