# Customer Onboarding for Okta

- Source: https://support.icompaas.com/support/solutions/articles/a_1786442568434852-customer-onboarding-for-okta
- Section: [Solutions](https://support.icompaas.com/support/solutions) › [Identity Provider (IDP)](https://support.icompaas.com/support/solutions/c_1781206270516942) › [Okta](https://support.icompaas.com/support/solutions/folders/f_1786442443386784)
- Last updated: 2026-09-18
- Publisher: iCompaas, Inc. (https://www.icompaas.com)

CUSTOMER ONBOARDING AND ICOMPAAS APP INTEGRATION

Prerequisites:

-   The Customers must have Okta admin access.  
      
    
-   Customers must have access to add an API Service Integration from the Okta Admin Console.  
      
    
-   iCompaas Personnel feature must be enabled for the customer account.  
      
    

Supported Scopes:

1.  ### okta.users.read: Read users from the Okta directory.
    
      
    
2.  okta.roles.read: Read role/admin assignment information.  
    

Okta Configuration and iCompaas Configuration Steps:

The below is the process where the customer should integrate the iCompaas app from the okta App Catalog and integrate the iCompaas application.

-   The customer opens his Okta integrator workspace and should go to the Applications and resources section and under  that we see the API Service Integrations sub-tab there click on add integration and search for the icompaas API Service Integration, and open it, then after review the requested API scopes and install and authorize.
    

-   After integrating the iCompaas in their organization, then the iCompaas app instance will be created in their organization with the Client\_id and Client\_secret. And the Redirect\_URI is already present in the Application.
    

-   Now the customer has to save those or have those three values namely 
    

org url,client\_id,client\_secret.

-   In the [app.icompaas.com](http://app.icompass.com/) we navigate to the Onboarding section under the account settings and then in personnel onboarding click on Okta.
    

-   And then you will be navigated to the personnel tab, and there we will click on the Add Source button and select Okta.
    

-   After selecting the side bar that opens, there we have to provide the source-label, org url, client\_id and client\_secret. And click on the connect source.
    

-   Then after clicking on connect source then the personnel sync starts. 
    

-   And after the sync is successfully completed we can see the users linked to the iCompaas.
    

-   Then we can read scopes like phone number,roles,2FA enrollment and users suspension.

## Related compliance guidance

- [SOC 2 compliance: a practical implementation guide for cloud-native SaaS teams](https://support.icompaas.com/compliance/soc-2-trust-services-criteria): Configuration checks like this one are the technical half of a SOC 2 / ISO 27001 programme — the guide shows where they fit, what else an auditor expects, and how to evidence them.
- [ISO/IEC 27001:2022 compliance: a practical implementation guide](https://support.icompaas.com/compliance/iso-27001-2022): ISO 27001 Annex A.8 (technological controls) is where cloud hardening evidence lands; the guide shows how to run the ISMS around it.