---
title: Setting up Okta SSO
slug: okta-sso
docTags: 
createdAt: 2021-05-25T14:03:12.000Z
---

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:

1. Go to Okta's [ChartHop integration page](https://www.okta.com/integrations/charthop/).
2. Select **+ Add Integration**.
3. Log in with your Okta account.
4. Select the **Sign On** tab for the ChartHop SAML app. Select **Edit**.
5. Enter your ChartHop organization's \{org-slug} in the Organization ID field.
6. Select **Save**.
7. Select **View Setup Instructions**.
8. Scroll down to the **Optional** section, and save the metadata XML content as a text file named “okta.xml”.
9. Mark the task as DONE when complete.

:::hint{type="info"}
Your organization's slug can be found in the **Org nickname** field under the **General** tab in **Org settings.**
:::

## Upload Okta metadata to ChartHop

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:

1. From the left sidebar, select **Access**.
2. From the sub-menu, select **Settings**.
3. Scroll to the **SSO** section on the page.
4. Toggle **Enable Okta SSO**.
5. Upload your Okta metadata file.
6. **Confirm** your metadata file content is present.
7. 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:

1. Log out of ChartHop.
2. Visit: `https://app.charthop.com/{org-slug}/account/login` where `{org-slug}` is your ChartHop organization's unique slug.
3. Confirm that your Okta sign-in displays on the login screen.

:::hint{type="warning"}
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](docId\:cX7KO0fOqgb7m5EeMKXcp) 

:::hint{type="info"}
[Packages](https://www.charthop.com/pricing/)**:&#x20;**<font color="#a9a9a9">Basic</font> <font color="#000000">|</font> <font color="#000000">**Headcount Planning** | </font><font color="#000000">**Compensation Reviews** | </font><font color="#000000">**Performance** | </font><font color="#000000">**Engagement** </font>
:::