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Okta SAML Configuration Instructions
Okta SAML Configuration Instructions

Follow these steps to create your Five to Nine Okta SAML configuration.

Updated over a week ago

Step 1: Create App Integration

  • Log in to Okta Admin

  • Under the Applications dropdown menu, select Applications

Step 2: Creating the App Integration

  • Select Create App Integration

  • Select SAML 2.0 and Click Next

Step 3: General Settings

  • Name your SAML Integration Five to Nine

  • Upload Five To Nine logo (copy below)

  • Click Next

Step 4: Configure SAML Settings

  • Configure "Single sign-on URL" with "[subdomain]"

  • Check "Use this for Recipient URL and Destination URL"

  • Audience URI is the same as "Single Sign-on URL"

  • Set "Default Relay State" as "https://[subdomain]"

  • Set Name ID Format as "Email Address"

  • Set Application Username as "Email"

Step 5: Configure Attributes

  • Set "FirstName" configured to users first name

  • Set "LastName" configured to users last name

  • Set "Email" configured to users email

  • Click Next

Step 6: Finish

  • Check "I'm an Okta customer adding an internal app"

  • Check "This is an internal app that we have created" under App Type

  • Click Finish

Step 7: Copy OKTA SAML Metadata URL

  • Go to Your Okta App

  • Go to Sign On Tab

  • Go to "SAML Signing Certificates"

  • Go to the most recent active certificate β†’ click Actions and Select View IdP Metadata

  • This will open up a new tab. Copy this URL

Step 8: Configure in Five to Nine

  • Login into Five to Nine and head to Settings β†’ Integrations

  • Go to the OKTA Tile and click "Set Up Okta"

  • For Okta Style β†’ select "SAML"

  • For OKTA SAML Metadata URL β†’ paste in the URL from "View IdP Metadata" in the previous step.

  • Click "Set Up Okta"

  • Sign Out of Five to Nine (click name in the bottom left and then Sign Out in the top right)

Step 9: Provision and Test

  • Go to your created app in OKTA

  • Go to "Assignments" tab

  • Assign yourself to the App

  • Click the four-square icon in the top right corner and go to "My end user dashboard"

  • Click Five to Nine Tile

  • You should be signed in!

  • Go back to the Assignment Tab and assign whoever else needs access to Five to Nine

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