You must create a custom application in Okta in order to use Single Sign-On (SSO) for Mixpanel through Okta. Before using this document, read the general Mixpanel SSO set-up instructions as well as Okta’s documentation on setting up a new application.
For additional assistance, email email@example.com.
Configure SSO in Mixpanel
Make sure to collect your postback URL and successfully claim your domain.
Create the Mixpanel App in Okta
Follow Okta’s documentation on setting up a new application to create the Mixpanel App.
You must fill the form found in the “Configure SAML” menu in Okta. The following highlights what you should place in the fields.
Make sure that the following is adjusted to match the following:
- Requestable SSO URLs: https://sso.mixpanel.com/sso/saml2
- Recipient URL: https://sso.mixpanel.com/sso/saml2
- Destination URL: https://sso.mixpanel.com/sso/saml2
- Audience URI: https://mixpanel.com/security/sso/v2/authorize/
Additionally, it is required that you use email as an attribute statement.
Obtain Information From Okta
You must first obtain your Public Certificate, Authentication URL, and Issuer URL in order to configure Mixpanel use with Okta.
To access this information, first select the select the Mixpanel app under the "Applications" tab in Okta. Click on the Sign On tab.
Under the "SAML 2.0" section, click View Setup Instructions and scroll down to "Configuration Data".
Your X.509 certificate is what allows users signing in through a third-party identity provider to be authenticated by Mixpanel without supplying a username and password. Each identity provider account has a unique X.509 certificate that will need to be uploaded to Mixpanel during the single sign-on setup process.
Click Download Certificate in the second entry to download your certificate.
Your Authentication URL is in the third entry labeled “Redirect Login URL”.
You will find your Issuer URL in the third entry labeled “Identity Provider Issuer”.
From Mixpanel, navigate to your Organization Settings. From the SSO menu, insert your Public Certificate, Authentication URL, and Issuer URL.
Optionally toggle “Require Users to Log In using SSO” to prevent your users from using a username and password to log in. Click Enable. Organization owners and admins will still be able to log in using username and password if SSO is not set up correctly.
Configure SCIM Provisioning
SCIM provisioning uses the "Mixpanel" app within the OIN (Okta's app store).
The following prerequisites must be met to set up SCIM provisioning:
- You must have an active Enterprise plan subscription with Mixpanel.
- You must have Okta SSO set up with Mixpanel.
- The “Username” value in Okta must be an email address with a domain that you’ve claimed.
- You need to have generated a SCIM OAuth token to use with the app. This token is located in the “Access Security” tab of your organization settings. You will need to be an organization admin to access this.
The following provisioning features are supported:
- Push New Users: New users created through Okta and assigned to the application will be created in Mixpanel.
- Push Profile Updates: Updates made to the assigned user's supported profile attributes (First Name, Last Name, Email) through Okta will be pushed to Mixpanel.
- Push User Deactivation: Deactivating the user or removing the user from the application through Okta will deactivate the user in Mixpanel (or delete the account if specified).
- Reactivate Users: Reassigning a previously unassigned user to the application will reactivate the user’s account in Mixpanel.
Click the Configure API Integration button in Okta to begin.
Check the Enable API Integration box, then enter your SCIM token.
Select the supported features (Create/Update/Deactivate) you wish to enable:
The following profile attributes are required to be sent from Okta to Mixpanel:
- Given name
- Family name
- Primary email
Select and assign the users you wish to provision:
In Mixpanel, upon account creation, a SCIM-provisioned user will be added to the organization with the organization member role. The organization role for provisioned users can be changed by an organization admin within Mixpanel.
If a Mixpanel account has already been created with the Okta user’s email (their Okta Username) and that account is not a member of your Mixpanel organization, provisioning setup for that Okta user will fail. It will also fail if the domain of the user’s email has not been claimed by your organization.
To resolve this, manually invite the existing user to your organization.