1. Expel Support Center
  2. Connect your technology
  3. SaaS integrations

Okta setup for Workbench

  • Updated

This article explains how to connect Okta to Workbench.

In this article

Step 1: Enable console access

Having read-only access to the interface of your technology allows Expel to dig deeper during incident investigations. Our device health team uses this access to investigate potential health issues with your tech.

  1. Create a user in Okta for Expel.

    • Select Directory and People.

    • Under People select Add person.

      • User type: User

      • First name: Expel

      • Last name: SOC

      • Username: soc+<Your_Organization_Name>@expel.io

        Tip

        Yes, the "+" sign is part of the email address, and it's important. Click here to find out why.

      • Primary email: same as username

      • Password: set by user

      • Select Send user activation email now.

      • Click Save.

  2. Notify your customer success engineer that the registration email is sent.

Step 2: Generate API credentials

To integrate the technology with Workbench, we need to create secure credentials to the API.

  1. Sign into your Okta organization as a user with Read-Only Admin privileges. API tokens have the same permissions as the user who creates them, and if the user permissions change, the API token permissions also change.

  2. Open the API page.

    • If you use the Developer Console, select Tokens from the API menu.

    • If you use the Administrator Console (Classic UI), select API from the Security menu, and then select Tokens.

  3. Click Create Token.

  4. Name your token ExpelAPI and click Create Token.

    Note

    Make note of your API token, as you only see it 1 time.

  5. Collect your Okta URL (also called an Okta domain).

    • Sign in to your Okta organization with your administrator account.

    • Look for the Okta domain in the upper right corner of the dashboard.

Step 3: Configure the technology in Workbench

Now that we have the correct access configured and noted the credentials, we can integrate your tech with Workbench.

  1. Log into https://workbench.expel.io.

  2. Navigate to Settings > Security Devices.

  3. At the top of the page, click Add New Device.

  4. Search for and select Okta.

    Screen Shot 2021-07-16 at 6.18.35 PM.png

    • Complete all fields using the credentials and information you collected in Step 1 and Step 2.

  5. Click Save.

You can see if the device is healthy on the Security Devices page. It may take a few minutes to see the device listed as healthy.

To check if alerts are coming through, navigate to the Alerts Analysis page. Scroll to the device you want to check and click View alerts. Switch to grid view, then check the list for device alerts. It can take 36 to 72 hours for alerts to appear after setup, as we tune your device.

Tip

This article was accurate at the time of writing, but changes happen. If you find the instructions are outdated, leave a description in the comment field below and let us know!

  • Was this article helpful?

  • 1 out of 1 found this helpful

Related articles