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Okta Integration (SAML)

How to integrate Okta using SAML with Endorsed

David Head avatar
Written by David Head
Updated over a month ago

Endorsed supports login via Okta if your organizations requires it. Below is the end to end steps for getting set up

I. Setting up the Application in Okta

Here are the steps to get set up and verify your Okta integration with Endorsed:

  1. Login into your Okta account as an Admin

  2. Navigate to Applications in the left side pane
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  3. Click Create App Integration
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  4. Select the new app integration configuration

    1. SAML 2.0 as the Sign-in method.
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    2. Name your SAML Integration App Name

    3. Upload the Endorsed Logo (see image below)
      Image Link: https://drpqnchqghvyvhxaowig.supabase.co/storage/v1/object/public/core_app/logo.png​

  5. Configure SAML

    1. Get the following from the Endorsed team

      1. Single sign-on URL. Example: https://endorsed-production.us.auth0/com/login/callback?connection=your-company-name

      2. Audience URI. Example: urn:auth0:endorsed-product:your-company-name

    2. Input your SAML Settings

      1. Enter the provided Single sign-on URL and Audience URI from above. Double check that these are exactly as they were provided as they are case sensitive

      2. Make sure to set the Attribute Statements to the following:

        1. email = user.email

        2. name = user.firstName + " " + user.lastName
          ​

  6. Provide details to Endorsed team to configure

    1. Download SAML Certificate

      1. Go to Sign On -> SAML Signing Certificates and download the active certificate to provide to the Endorsed team (ex: okta.cert)

    2. Get the following: Sign on URL, Signing Certificate, Sign out URL (optional), Issuer (Optional)

      1. Go to Sign On -> Settings -> More Details
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  7. Create Assignments: Ensure that all necessary members of the team are assigned

    1. Go to Assignments and for each person add their corresponding email
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II. Endorsed Side Configuration

Once you have provided the details, the Endorsed team will set up the Enterprise Connection to enable your organization to login using Okta once users enter the Endorsed application. Reach out to the Endorsed team directly, [email protected], or [email protected] and Endorsed will provide the following:

  1. Test Link: A test link for part III for quickly testing the integration

  2. Unique Organization Name: for users to login with SSO with.

III. Test the Integration

  1. Assign a user to test with to the Application created in Okta

    1. Go to Applications -> Applications on the left side panel in Okta

    2. Click the Endorsed application you recently created

    3. Click Assignments

    4. Assign users for testing purposes to the application

  2. The Endorsed team will provide a link to test the connection. Use the link to test the login


    1. ​

    2. If you see a success page like the following it indicates the test is working!
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IV. Onboard your Organization

  1. Assign any users to the application that should have access to Endorsed

    1. Go to Applications -> Applications on the left side panel in Okta

    2. Click the Endorsed application you recently created

    3. Click Assignments

    4. Assign users for who should have access to the Endorsed application
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  2. Have users login to Endorsed using SSO.

    1. Go to https://endorsed.ai and click "Sign In"
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    2. Sign in w/ SSO

    3. Enter your Organization Name (ex: endorsed-demo-org)
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    4. Authorize the Application by clicking Accept
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    5. Your user should now be logged in!


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