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.
- Navigate to the Admin dashboard and select Application > Applications and select Create New App
- Fill in the details of the new application, ensuring SAML 2.0 is selected as the sign on method
- Fill in the SAML Settings based on the values in the metadata and outlined in the table below:
Attribute
Value
EntityID
Production: loopio-sp
Sandbox: loopio-sp-int01
Single sign on URL
https://<YOUR_URL>.loopio.com/sso_saml/module.php/saml/sp/saml2-acs.php/loopio-sp
Default RelayState
https://<YOUR_URL>.loopio.com/home
NameID Format
EmailAddress
Application username
Okta username
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?