ChartHop for Administrators
...
Access Settings
Configuring SSO options
Setting up Okta SSO
you can configure your charthop organization with okta sso generate the okta metadata file to set up okta sso with charthop you will need to configure the okta charthop app and download your okta metadata file go to okta's charthop integration page 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 upload okta metadata to cha rthop 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 f rom 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 test 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 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 support\@charthop com automatically update okta profiles and groups 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} email unspecified user email first name unspecified user firstname last name unspecified user lastname packages basic basic | | headcount planning headcount planning | compensation reviews compensation reviews | performance performance | engagement engagement