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Setting up Single Sign On (SSO) with Okta

Anjelica Tizon
  • Updated
 

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.

  1. Navigate to the Admin dashboard and select Application > Applications and select Create New App
  2. Fill in the details of the new application, ensuring SAML 2.0 is selected as the sign on method
    A_screenshot_of_Creating_a_new_Application_in_Okta.png
  3. 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?

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