A fast-growing online education provider offering technology courses partnered with Trevonix Technologies to implement a modern, secure identity platform. The organization sought to replace their basic registration and access control system hosted on SquareSpace with a more flexible and scalable solution.
The goal was to streamline the registration and login experience, enable progressive profiling, and enforce role-based access to purchased courses. Okta Identity Cloud was selected as the central identity provider for this implementation. The project also involved migrating 150,000 existing user identities from the legacy platform to Okta, including hashed password data to ensure a seamless login experience.
The education provider faced several key challenges as they scaled their platform:
- No structured user registration process on the existing SquareSpace-hosted site.
- Need for minimal upfront registration to reduce drop-off, with the ability to collect additional data later.
- Requirement for secure login and user authentication integrated with SquareSpace.
- Enforcing access control to allow users to view only the courses they have purchased or been assigned.
- Migrating a large volume of users while retaining their password credentials securely.
- Ensuring the solution was scalable, cloud-native, and easy to maintain with minimal operational overhead.
Building Seamless and Secure Course Access with Okta
Trevonix delivered a streamlined and extensible identity solution using Okta Identity Cloud:
User Migration: Successfully migrated 150,000 user identities into Okta, including securely importing hashed passwords to ensure users could continue logging in without resetting credentials
Progressive Registration Flow: Designed a user registration process that captured only essential fields initially (e.g., email, password), with follow-up prompts to gather more profile data over time (e.g., job role, industry).
Okta-SquareSpace Integration: Integrated Okta with the existing SquareSpace website, allowing users to log in and be redirected to their personalized course dashboard.
Role-Based Access Control (RBAC): Implemented RBAC in Okta to assign users specific roles based on course purchases or admin assignments. Each role maps to one or more course entitlements.
Secure Session Management: Ensured secure authentication using Okta-hosted login pages and token-based redirection back to the SquareSpace environment.
User Profile Management: Enabled end users to update their information over time, supporting a dynamic learning journey.
SquareSpace – Existing web platform for site and content hosting
Okta Identity Cloud – Central identity provider for registration, authentication, and RBAC
Okta APIs – Used to manage user sessions, roles, and attribute updates
Custom Scripts – Role assignment and post-login redirection logic
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