ACCESS > How to configure Okta for SAML and SSO

General

In order to integrate Okta SAML/SSO with your Tallyfy organization, you will need to:

  • Set up and configure an Okta app with SAML support.
  • Use the Okta app's settings to configure SAML on Tallyfy.
  • Enable SAML for your organization on Tallyfy, to start SSO auth and user provisioning.

Create an Okta app for your Tallyfy organization

Preparing the new app

  • First make sure that you are using the Admin Console. Then in the top left header choose Classic UI:

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  • In the menu, go to Applications > Applications page, then click Add Application:

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  • Click Create New App:

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  • A modal will appear, select Web as the Platform and SAML 2.0 for the sign-on method, then click Create:

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General settings

  • Choose a name for your app, and upload your logo, then click next:

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Configure SAML settings

This section will likely not be exposed in public - and must be done by Tallyfy staff.

First we will need to get the default SAML values from our organization in Tallyfy:

  1. Select our Organization's profile from the Support page.
  2. Scroll to Org Settings tab:

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  1. Click on Add Configuration Details: Ignore the empty fields for now and scroll down to the existing default values.

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  1. Now, we will fill the SAML settings in Okta, using those values:
  • Single Sign On URL: In this field, copy the value from SP ACS URL (Single Sign On URL). (number 1 in the screenshot above)

  • Use this for Recipient URL and Destination URL: Leave this checkbox selected.

  • Audience URI (SP Entity ID): copy the value from SP Entity ID (Audience URI). (number 2 in the screenshot above)

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  • Now, click Show Advanced Settings, and change the value of Authentication context class to X.509 Certificate:

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  • Attribute Statements: Add three attributes just like the screenshot below:

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  • Click Next.

Configure Feedback:

  • Select I'm an Okta customer adding an internal app.
  • Check This is an internal app that we have created.
  • Click Finish:

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Configure SAML on Tallyfy:

  • Since you have an Okta app ready, First we will get the SAML data needed to configure SAML on Tallyfy.

  • Click on the Sign on tab in your Okta app page:

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  • Scroll down, and click View Set up instructions:

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  • Great, now it will lead you to the page containing the SAML configs of the identity provider:

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  • We will use the values in the above page as SAML configs to integrate this app to our Tallyfy organization.
  • Go back to our Tallyfy Support page where the SAML configs modal is still open, then we fill the values respectively, as shown in the screenshot below:

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  • After successfully saving the configs, you will need to enable SAML in this organization.
  • Click on the toggle button next to Add Configuration Details:

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Congratulations, now Single Sign-on and user provisioning using Okta will be working for this organizations' users!

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