Okta - SAML Integration

Use these instructions to configure your Okta account with WhosOffice for single sign on.

If you require any assistance with this setup please contact support@whosoffice.com

Pre-requisites

  • You will need an administrator account to access the Okta administration area
  • You need to have an existing account with WhosOffice
  • You will need an Administrator role on WhosOffice to complete these steps

1. Identify your sub-domain from WhosOffice

  1. Login to your WhosOffice account
  2. From the Settings menu, go to Company
  3. Make a note of your sub-domain from this page, it will be in bold as shown below.

Your company sub-domain

2. Add WhosOffice to your Okta account

  1. Login to your Okta account
  2. Ensure you are in the Administration area
  3. Click on the Applications menu option
  4. Under the Applications title, click on the Add Application button
  5. Search for and click on "WhosOffice" in the application directory
  6. On the next page, click on the Add button under the WhosOffice logo
  7. On the next screen, leave the App name as WhosOffice
  8. You can upload a logo (save the image below for convenience) to identify WhosOffice to your users
    WhosOffice icon
  9. Click on the Next button, bottom right

3. SAML Settings

  1. Use the following SAML settings for your account:
    1. Single Sign On Url: https://{sub-domain}.my.whosoffice.com/int/okta/consume.aspx
    2. Ensure "Use this for Recipient URL and Destination URL" is ticked.
    3. Audience URI: https://{sub-domain}.my.whosoffice.com/
    4. Name ID format: EmailAddress
    5. Application Username: Email
      Configure your WhosOffice connector
  2. Click on the Next button, bottom right

4. Download your metadata file

  1. From the "Sign On" page, under the "SAML 2.0" heading, right click on "Identity Provider metadata" link and click "Save link as", then save the file on your pc with a memorable name, such as "whosoffice.xml".
    This will download the metadata file to your computer, which you will then need to upload to WhosOffice on the next step so make sure you know where this file is downloaded to.
    Download the SAML Metadata file

5. Configure your WhosOffice account

  1. Login to your WhosOffice account
  2. From the settings menu, go to Company
    Login to your WhosOffice account
  3. Click on the "Single Sign On" tab
    Enable the integrations
  4. Select "Okta" from the provider drop down and click on "Activate Login Provider"
  5. Using the form, browse to the SAML metadata file you downloaded in Step 4, click on Upload
    Upload your metadata file
  6. Click on Save Changes
    Note: If you would like to force users to Authenticate through Okta (for online logins only), make sure "Force SAML" is selected as "Yes" then click on "Save Changes".

6. Enable WhosOffice SAML connector

For details on how to specify which users are able to use the WhosOffice connector from your Okta account, refer to the support section within Okta.

7. Verify that SSO is working

  1. Ensure that you are logged out of your WhosOffice account
  2. Navigate to https://{sub-domain}.my.whosoffice.com
    Remember to replace {sub-domain} with your company's dedicated sub-domain from Step 1.
  3. If you have chosen to "Force SAML" you will be automatically redirected to the Okta sign-in page
  4. If you have chosen NOT to "Force SAML" you will see the WhosOffice login screen with an option to login through Okta
    Enable the integrations
  5. After you have authenticated your login with Okta you will be redirected to your WhosOffice account

 


Title: Okta - SAML Integration
Category: Integrations
Posted: Wednesday, 20th Jan 2021
By: Tony Bushell
Direct link: https://www.whosoffice.com/support/knowledgebase/okta-saml-integration


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