Set up SAML SSO with Okta

Set up SAML SSO with Okta

This article explains how to set up SAML SSO with Okta for your workspace in Visily. This allows members to sign in to Visily using their Okta credentials.

Before you start

Before setting up SAML SSO with Okta, make sure that:
  1. You have administrator access to the Okta Admin Console.
  2. SAML 2.0 is enabled for your Okta organization.
  3. Your Visily workspace is on the Business plan.
  4. Your domain is verified in Visily.

Add the Visily app from Okta’s application directory

  1. Log in to Okta as an administrator, and go to the Okta Admin console.
  2. Navigate to the Applications tab, select Browse App Catalog, and search for “Visily” in the Okta app catalog.
  3. Select the Visily app and click Add Integration.
  4. In the General Settings view, review the settings and click Next.
  5. In the Sign-On Options view, select the SAML 2.0 option.
  6. Above the Advanced Sign-On Settings section, copy the Identity Provider metadata URL.

Configure SAML settings in Visily

  1. In Visily, open Workspace Settings and go to the SAML SSO tab.
  2. Toggle on Enable SAML Single sign-on (SSO) to open the SAML SSO configuration dialog.
  3. In the configuration dialog, choose the Identity Provider URL option and paste the Identity Provider metadata URL you copied from Okta. Click Save changes.
  4. Verify one or more domains when prompted.
  5. In the SAML SSO configuration dialog in Visily, copy the Workspace ID.
  6. Go back to the Visily app in Okta. Open the General tab and paste the Workspace ID into the Workspace ID field.
  7. In Credentials Details, set Application Username Format to Email. Click Done.

Assign users and groups to Visily

In Okta, open the Assignments tab for the Visily app and assign the users or groups who should have access to Visily.

Notes

  1. At the moment, Visily supports the following basic attributes for the Okta integration:
    1. firstName → user.firstName
    2. lastName → user.lastName
  2. Visily also supports the following features for the Okta integration:
    1. IDP-initiated SSO: Users can securely sign in through SAML 2.0 using their Okta credentials.
    2. SP-initiated SSO: Users can start the sign-in process directly from Visily.
    3. Group Assignments: Admins can assign specific users or groups to the Visily app in Okta.
    4. Just In Time (JIT) Provisioning: New users can be automatically added to the Visily application.
  3. SP-initiated SSO is currently limited to users with verified domains.

Sign in to Visily with Okta from the Visily login page

  1. Open the Visily SSO sign-in page.
  2. Enter your email address and click Log in.
  3. You will be redirected to the Okta sign-in page.
  4. Enter your Okta credentials.
  5. After authentication, you will be redirected back to the Visily dashboard.
Related articles
  1. How to set up SAML SSO for your workspace
  2. Set up SAML SSO with Google SSO
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