Subscription Required: Single Sign On with SAML is available on select subscription plans only. Contact our Support Team to learn more: Send an email to Support
Note: This guide provides common steps for setting up Okta as a SAML provider for Loopio Single Sign-On. While the defaults work in many situations, consult the Okta documentation for any company-specific details.
To activate SSO with SAML 2.0 in your Loopio account, please reach out to Support and check out our general SSO set up process.
- Navigate to the Admin dashboard in Okta and select Application > Applications and select Create App Integration
- Select SAML 2.0 as the sign on method
- On the General Settings tab, fill in the details of the new application and click Next
- Fill in the SAML Settings based on the values in the metadata and outlined in the table below:
Attribute
Value
EntityID
For Production accounts use: loopio-sp
For Sandbox accounts use: loopio-sp-int01
Single sign on URL
https://LOOPIO_URL/sso_saml/module.php/saml/sp/saml2-acs.php/loopio-sp
Default RelayState
https://LOOPIO_URL/home
NameID Format
EmailAddress
Application username
Email
Note: Replace ‘LOOPIO_URL’ with the domain of your Loopio instance. Learn more: What is my Company's Loopio URL?
When these configurations are completed you are ready to test out authentication in your Loopio account.
Read on to learn more about testing authentication and technical requirements for SAML 2.0 at: How Do I Set up Single Sign on (SSO) with SAML 2.0?