8min

Setting up 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).

Add the Default Relay State

The Default Relay State is the default login url used by your organization. To add the default relay state, enter your organization's url followed by your organization's slug and then the remaining login url information.

Example - https://app.charthop.com/your-org-slug/account/login

Your organization's slug can be found in the Org nickname section under the General tab in Org settings.

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”

To avoid potential formatting issues when uploading the metadata, try copying the xml content directly from the metadata section and upload it during the following section.

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 implementation@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 (Fix that)

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}

email

unspecified

user.email

first_name

unspecified

user.firstName

last_name

unspecified

user.lastName