Setting Up Okta SSO

This article walks you through the Okta Single Sign-On (SSO) setup process. Topics include:

Getting Started

Creating the Application

General Settings

Configuring SAML and General Settings

Providing Feedback

Completing SAML 2.0 Configuration

Getting Started

Step 1: In Okta, navigate to the Applications tab and click Create App Integration.

Okta_-_Step_1.png

Creating the Application

Step 2: On the Create a new app integration popup, select SAML 2.0 and click Next.

Okta_-_Step_2.png

General Settings

Step 3: On the Create SAML Integration page, under the General Settings tab, enter LeadIQ as the App Name, then right-click and download this LeadIQ logo. Click Browse and select the LeadIQ logo you just downloaded and click Upload Logo

Step 4: Click Next.

Okta_-_Step_3.png

Please Note: We recommend using the default App Visibility options. This will allow your users to log in using your identity provider's homepage. 

Configuring SAML and General Settings

Step 5: If you haven’t already done so, initiate SSO setup on the LeadIQ web app at https://account.leadiq.com/app/settings/4

Okta_-_Step_5.png

Step 6: On the Create SAML Integration page, under the Configure SAML tab, copy the string in the URL ACS Callback field (from Okta's configuration page) and paste it into the Single sign-on URL field provided. Then copy the string from the Entity ID field (from Okta's configuration page), and paste it into the Audience URI field provided. 

Step 7: Check Use this for Recipient URL and Destination URL.

Step 8: For Name ID format, select EmailAddress from the dropdown menu. Click Next.

Okta_-_Step_6_%2B_7.png

Providing Feedback

Step 9: Under the Feedback tab, select I’m an Okta customer adding an internal app, then check This is an internal app that we have created. Click Finish.

Okta_-_Step_9.png

Completing SAML 2.0 Configuration

Step 10: Under the Sign On tab on your application configuration on Okta, click Identity Provider metadata

Okta_-_Step_10A.png

Step 11: Copy the URL link.

Okta_-_Step_10B.png

Step 12: On the SSO Setup popup, under Metadata, paste the URL into the field provided.

Step_10B.png

You have now completed setting up Okta SSO.

If you have any questions about SSO, you can reach out to the LeadIQ Support Team by clicking Submit a Request at the top right of this page.

 

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