Setting up Okta SSO
ļ»æļ»æPackagesļ»æļ»æ: Basic | Standard | Premiumļ»æ
You can configure your ChartHop organization with Okta SSO.
To set up Okta SSO with ChartHop you will need to configure the Okta ChartHop app and download your Okta metadata file:
- Select + Add Integration.
- Log in with your Okta account.
- Select the Sign On tab for the ChartHop SAML app. Select Edit.
- Enter your ChartHop organization's {org-slug} in the Organization ID field.
- Select Save.
- Select View Setup Instructions.
- Scroll down to the Optional section, and save the metadata XML content as a text file named āokta.xmlā.
- Mark the task as DONE when complete.
Your organization's slug can be found in the Org nickname field under the General tab in Org settings.
ļ»æļ»æUpload Okta metadata to ChartHopļ»æ
Once you've set up your metadata configuration in Okta, you can return to ChartHop to enable Okta SSO and upload your metadata. Follow these steps to accomplish this:
- In ChartHop, select Org Settings from the options menu in the sidebar.
- Select the SSO tab.
- ToggleĀ Enable Okta SSO.
- UploadĀ your Okta metadata file.
- ConfirmĀ your metadata file content is present.
- Select Save settings.
ļ»æļ»æTest the new login with Okta SSO to ChartHop
After uploading your metadata file content to your Okta profile in ChartHop, test the integration by following these steps:
- Log out of ChartHop.
- Visit:Ā https://app.charthop.com/{org-slug}/account/login where {org-slug} is your ChartHop organization's unique slug.
Confirm that your Okta sign-in displays on the login screen.
If you encounter any issues during or after testing your SSO setup, please reach out toĀ support@charthop.com.
You can automatically update Okta profiles and groups using the Okta Integration. Learn more.
The following SAML attributes are supported:
Attribute name | Name format | Value |
org | unspecified | {org-slug-from-ChartHop} |
unspecified | user.email | |
first_name | unspecified | user.firstName |
last_name | unspecified | user.lastName |
