Follow the steps below to integrate with Okta

Step: 1

Log in to Engagedly as a Site Administrator.

Go to Settings and click on SAML SSO.

Now click on ‘+Add’ and fill in your organization name. Once you’re done filling in, click ‘Save’.

Now select the edit icon on the page that appears next.

This page is divided into two sections:

  1. Information that you need to enter copy from here and input IN the Identity Provider
  2. Information that you need to copy from the Identity Provider and input into Engagedly

Step 2:

Now log in to Okta as an Admin. Click on Admin button at the top right corner.

Step: 3

Then go to Application and click on ‘Add Application’ button.

Step: 4

Now click on ‘Create New App’ button present on the top right section of the page.

A pop-up will appear with two options. Select SAML 2.0 and click on ‘Create’ button.

Step: 5

You will be redirected to ‘General settings’.

Input the “Application Name” as Engagedly and logo (optional).

If you choose to add the Engagedly logo please use the Engagedly logo from here: https://engagedly.com/wp-content/uploads/2015/03/Logo-Engagedly13.png).

Click on Next.

Step: 6

In the General Setting form you have to copy two links from Engagedly(Engagedly > SAML SSO) and paste it here.

  • Copy the settings called ‘ACS URL’ from Engagedly > SAML SSO page and paste this link beside the label ‘Single sign on URL’. Check the option ‘Use this for Recipient URL and Destination URL’.
  • Copy the link called ‘Entity ID’ from Engagedly > SAML SSO page and paste this link beside the label ‘Audience URI (SP Entity ID)’
  • Keep the ‘Default RelayState’ and ‘Name ID format’ empty.
  • For ‘Application username’ Select option Email.
  • Click on Next

Step 7:

In the next form for the 1st field ‘Are you a customer or partner?’ you will find two options. Select the first radio button ‘I’m an Okta customer adding an internal app’.

Enable ‘Contact app vendor’ field. Now click on Finish button

Step: 8

On clicking the button a page will appear on a new tab with the links that needs to be saved in Engagedly. Copy these links and paste it in Engagedly.

  • Copy setting ‘Identity Provider Single Sign-On URL’ from Okta page then got to Engagedly > SAML SSO and paste in beside ‘Identity Provider Single Sign-On URL’.
  • Copy setting ‘Identity Provider Issuer’ from Okta page then got to Engagedly > SAML SSO and paste in beside ‘Identity Provider Issuer’.
  • Copy setting ‘X.509 Certificate’ from Okta page then got to Engagedly > SAML SSO and paste in beside ‘Identity Provider X.509 Certificate’.
  • ‘Enable SAML’ on the SAML SSO page in Engagedly by clicking on the check-box> Click on Save button.

You have now finished SAML SSO integration of Engagedly with Okta. Now when users try to login from your custom Engagedly sub domain ( yourorganization.engagedly.com) they will get redirected to the standard Okta Login page.