Setting up Okta SSO
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 “okta.xml”.
- 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.
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:
- From the left sidebar, select Access.
- From the sub-menu, select Settings.
- Scroll to the SSO section on the page.
- Toggle Enable Okta SSO.
- Upload your Okta metadata file.
- Confirm your metadata file content is present.
- Select Save settings.
After uploading your metadata file content to your Okta profile in ChartHop, test the integration by following these steps:
- Log out of ChartHop.
- Visit: 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 to [email protected].
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 |
