Integrate with Okta (SAML)

Users with the Manage District Settings user permission can set up single sign-on with Okta. This integration creates user accounts as users log in for the first time.

Step 1: In Okta, add a new SSO Connection.
 

Step 2: In Schedules, configure SAML

1. In Schedules, select Admin > Single Sign On > SAML Configuration. The SAML Integration Admin page appears.

   

2. Next to Okta, click . A pop-up appears.

   

3. Do the following:

   a.  Under Issuer, enter the desired URL.

   Note: You get this info from Okta.

   b.  Enter the Login Link, if desired.
   c.  Under Certificate, enter the certificate.

   Note: You download this from Okta, then enter here.

   d.  Select the Classification for Users Group.

4. Click Save.

Step 3: In Schedules, set default roles for users who login via Okta

1. Select Admin > Single Sign On > SAML Group Settings. The Manage SAML Groups page appears.

2. Click +Add SAML Group. A pop-up appears.

   

3. Do any of the following:

   a.  Enter a Group Name.

   Note: This will be the group name established in Okta.

   b.  Select the desired Roles.
   c.  Select the desired Sites.

   Note: To select All Sites, select the checkbox.

4. Click Save.
5. Repeat steps 2-4 for each group you want to add.