Okta SSO
Follow the Okta official guide to setup your ChartHop app
You can find the step by step directions here.
You'll need to contact support@charthop.com with your IDP Metadata XML. They'll enable SAML 2.0 for your account and provide your Organization ID (org-slug-from-ChartHop).
Acquire your Okta app metadata
Now that your ChartHop application is set up, let’s download your Okta SSO metadata.
- Select Sign On tab
- Select View Setup Instructions
- Scroll down to the Optional section, and save the metadata xml content as a text file named “okta.xml”
Upload the metadata to ChartHop
Login to https://app.charthop.com/settings/org/sso - Toggle on Enable Okta login - Click Save Settings - Upload the metadata file - Confirm your metadata file content
Test the new login with Okta SSO to ChartHop
Log out of ChartHop. You should now see a new option to sign in with Okta. Test it out and reach out to support@charthop.com if you have any issues.
Share your org URL with your team
In order to see the Okta SSO option, you'll need to redirect your team to https://app.charthop.com/{your-org-slug-from-ChartHop}/account/login
You can also automatically update Okta profiles and groups using the Okta Integration. Learn more about that here.
Note that 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 |