If your organisation uses Okta to authenticate users, this can be incorporated into Humanforce Web. Follow the instructions below on how to configure Okta.
- Go to your Okta admin portal and sign in using your credentials.
- From the menu select Applications > Applications
- Select Create App Integration
- Select SAML 2.0 and click Next
- Enter an App name for your application (e.g. Humanforce Web) and select Next
- Navigate to your instance of Humanforce Web and login as an administrator and navigate to Admin > Security Config > SAML/SSO Admin
- Take note of the Service Provider Name and the Assertion Consumer Service Url
- Navigate back to the Okta admin portal, enter the following information for the; Single sign-on URL, Audience URL (SP Entity ID) and Name ID Format. Click Next and Finish
Single sign-on URL This will be the Assertion Consumer Service Url from the previous step. Audience URL (SP Entity ID) This will be the Service Provider Name from the previous step. Name ID format EmailAddress - You will automatically be taken to the Sign On page. Open the Metadata URL in a new tab and download the XML file.
- Back in Humanforce Web, Navigate to the Web - Identity Provider tab and import the metadata file.
For more details on this process see step 3 of the article How do I set up Single Sign-On (SSO) for Humanforce Web?
- Navigate to the Settings tab and set the value for SSO Mode to Dual Mode. Click Save Changes.
- Navigate back to the Okta admin portal, Click Assignments, then click Assign. Click either Assign to People or Assign to Groups
- Locate and select the People or Groups you want to give access and click Done.
- Now when loading the Humanforce Web login page there is an option to select Continue with SSO. Click this to login using your organisation's SSO provider.