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Okta Integration

In This Article

SmarterSign supports Single Sign-On (SSO) through Okta, allowing your organization to manage access to SmarterSign through your Okta identity provider.

Benefits of Okta Integration

  • Centralized user management
  • Enhanced security with Okta's authentication policies
  • Simplified login experience for users
  • Automated user provisioning and deprovisioning

Prerequisites

Before setting up Okta integration, ensure you have:

  • An Okta administrator account
  • A SmarterSign Enterprise subscription
  • Administrator access to your SmarterSign account

Setting Up Okta SSO in SmarterSign

  1. Log in to your SmarterSign Manager as an administrator
  2. Navigate to "Administration" > "Integrations"
  3. Select "Single Sign-On" from the integrations list
  4. Click "Configure" next to the Okta option
  5. Copy the Entity ID and ACS URL for use in Okta configuration

Configuring SmarterSign in Okta

  1. Log in to your Okta administrator dashboard
  2. Navigate to "Applications" > "Applications"
  3. Click "Add Application" > "Create New App"
  4. Select "SAML 2.0" as the sign-on method
  5. Enter "SmarterSign" as the application name
  6. In the SAML settings, enter the Entity ID and ACS URL from SmarterSign
  7. Configure user attributes and role mappings as needed
  8. Save the configuration

Finalizing the Integration

  1. In Okta, download the Identity Provider metadata XML file
  2. Return to the SmarterSign SSO configuration page
  3. Upload the Okta metadata XML file
  4. Test the connection by clicking "Test SSO"
  5. Enable the integration by setting the toggle to "Active"

User Login via Okta

Once configured, users can log in through one of these methods:

From Okta dashboard:

  1. Log in to Okta
  2. Click on the SmarterSign tile
  3. Be automatically authenticated into SmarterSign

From SmarterSign login page:

  1. Navigate to SmarterSign login page
  2. Click "Sign in with Okta"
  3. Be redirected to Okta for authentication
  4. After successful Okta authentication, be redirected back to SmarterSign

Troubleshooting

If users encounter issues with Okta SSO:

  1. Check if the user is properly assigned to the SmarterSign application in Okta
  2. Verify that the user's email in Okta matches their SmarterSign email
  3. Ensure the integration is properly configured and active
  4. Check browser cookies and cache
  5. Contact SmarterSign support with specific error messages