{"id":7165,"date":"2022-03-21T08:00:13","date_gmt":"2022-03-21T08:00:13","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/enabling-okta-sso\/"},"modified":"2026-08-07T07:00:18","modified_gmt":"2026-08-07T07:00:18","slug":"enabling-okta-sso","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/enabling-okta-sso\/","title":{"rendered":"Enabling Okta SSO"},"content":{"rendered":"<p><strong><i>Note: SSO is available on our <a href=\"https:\/\/www.process.st\/pricing\">Enterprise plan<\/a><\/i><i>. If you are interested in enabling SSO for your company, <a href=\"https:\/\/www.process.st\/help\/docs\/support\/\">contact our support team<\/a>, or your Account Executive.<\/i><\/strong><\/p>\n<hr \/>\n<p>&nbsp;<\/p>\n<h4 id=\"there-are-three-steps-to-set-up-the-azure-active-directory-azure-ad-sso-connection\">There are three steps to set-up the Okta SSO connection:<\/h4>\n<ol>\n<li>Set-up Okta Application.<\/li>\n<li>Enter identity provider details in Process Street.<\/li>\n<li>Verify Okta SSO is working properly.<\/li>\n<\/ol>\n<h3><span style=\"font-weight: 400;\"><br \/>\nStep 1: Set-up Okta Application<\/span><\/h3>\n<ol>\n<li><span style=\"font-weight: 400;\"> On the general Okta dashboard, click <\/span><b>Admin<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">. This takes you to the Okta Admin Dashboard.<\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2826\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/1.png\" alt=\"\" width=\"1076\" height=\"690\" \/><\/li>\n<li><span style=\"font-weight: 400;\"> Using the list of shortcuts at the right-hand side of the page, click <\/span><b>Add Applications<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<li><span style=\"font-weight: 400;\"> On the Add Application page, select <\/span><b>Create New App<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"> button.<\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2835\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/2.png\" alt=\"\" width=\"1074\" height=\"554\" \/><\/li>\n<li><span style=\"font-weight: 400;\"> On the Create a New Application Integration pop-up window, select <\/span><b>Web<\/b><span style=\"font-weight: 400;\"> as the Platform for your application and choose <\/span><b>SAML 2.0<\/b><span style=\"font-weight: 400;\"> as the Sign on method. <\/span><span style=\"font-weight: 400;\">Click <\/span><b>Create<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"> to proceed.<\/span><\/span><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2834\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/3-1024x820-1.png\" alt=\"\" width=\"1043\" height=\"835\" \/><\/span><\/span><\/li>\n<li><span style=\"font-weight: 400;\">You will now create your SAML integration. On the General Settings page, provide the following:<\/span><\/li>\n<\/ol>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">App name: <\/span><b>Process Street<\/b><span style=\"font-weight: 400;\">;<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">App logo (optional);<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">App visibility: select whether you want your users to see your application icon and in what settings. <\/span>Click <b>Next<\/b> to proceed.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2833\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/4.png\" alt=\"\" width=\"1043\" height=\"754\" \/><\/p>\n<p>&nbsp;<\/p>\n<ol start=\"6\">\n<li><span style=\"font-weight: 400;\"> Next, you will see the SAML Settings page. Enter the following values into the appropriate fields:<\/span><\/li>\n<\/ol>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Single sign-on URL: <\/span><b>https:\/\/login.process.st\/login\/callback<\/b><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Audience URI (SP Entity ID): <\/span><b>Value Provided By Process Street<\/b><b><br \/>\n<\/b><span style=\"font-weight: 400;\">Example: <\/span><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">urn:auth0:process-street-prod:okta-test<\/span><\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2832\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/5-1024x747-1.png\" alt=\"\" width=\"1036\" height=\"756\" \/><\/li>\n<\/ul>\n<ol start=\"7\">\n<li><span style=\"font-weight: 400;\"> You will also need to add the following <\/span><i><span style=\"font-weight: 400;\">Attribute Statement<\/span><\/i><span style=\"font-weight: 400;\">:<\/span><\/li>\n<\/ol>\n<ul>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Name: <strong>name<\/strong><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Name format (optional): <strong>${user.firstName} ${user.lastName}<\/strong><\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Value: <\/span><b>${user.email}<br \/>\n<\/b>Click <b>Next<\/b> to proceed.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-3533 size-full\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/image-1.png\" alt=\"\" width=\"710\" height=\"242\" \/><\/p>\n<ol start=\"8\">\n<li><span style=\"font-weight: 400;\"> Lastly, answer <\/span><i><span style=\"font-weight: 400;\">Are you a customer or partner?<\/span><\/i><span style=\"font-weight: 400;\"> by selecting I\u2019m an Okta customer adding an internal app. Click <\/span><b>Finish<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">.<\/span><\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-2830 alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/7-320x126-1.png\" alt=\"\" width=\"591\" height=\"233\" \/><\/li>\n<li><span style=\"font-weight: 400;\"> You\u2019ll be directed to the Sign On page for your newly-created app. Click on <\/span><b>View Setup Instructions<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"> to complete the process.<\/span><\/span><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2829\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/8.png\" alt=\"\" width=\"740\" height=\"508\" \/><\/li>\n<\/ol>\n<h3>Step 2: Enter identity provider details in Process Street<\/h3>\n<p>Take note of the <b>Identity Provider Single Sign-On URL<\/b> and download a copy of the <b>X.509 certificate<\/b> from the Okta setup instructions page.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2828\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/9-920x887-1.png\" alt=\"\" width=\"1003\" height=\"967\" \/><\/p>\n<p>Then enter these details in Process Street:<\/p>\n<ol>\n<li>In Process Street, go to <b>Organization Settings<\/b> \u2192 <b>SSO<\/b>.<\/li>\n<li>In the <b>Identity provider<\/b> section, paste the <b>Sign-In URL<\/b> from Okta.<\/li>\n<li>Upload the <b>X.509 certificate<\/b> file.<\/li>\n<li>Click <b>Save<\/b>.<\/li>\n<\/ol>\n<p>After entering the identity provider details, go back to Okta and <strong>assign the application to people or groups<\/strong>.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2849\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/10-600x340-1.png\" alt=\"\" width=\"767\" height=\"435\" \/><\/p>\n<h3><span style=\"font-weight: 400;\">Step 3: Verify SSO is working<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">At this point, all users within your company will be required to sign-in with SSO.<\/span><\/p>\n<p>You will see this setting under the <a href=\"https:\/\/app.process.st\/organizations\/manage\/settings\">Settings<\/a> tab.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2672\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/03\/Screenshot-2018-08-09-17.42.47-1024x171-1.png\" alt=\"\" width=\"1518\" height=\"254\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Note: SSO is available on our Enterprise plan. If you are interested in enabling SSO for your company, contact our support team, or your Account Executive. &nbsp; There are three steps to set-up the Okta SSO connection: Set-up Okta Application. Enter identity provider details in Process Street. Verify Okta SSO is working properly. Step 1: [&hellip;]<\/p>\n","protected":false},"author":13,"template":"","meta":{"_acf_changed":false,"available_plan":"Enterprise","available_product":"Settings","footnotes":""},"ht_kb_category":[526],"ht_kb_tag":[527],"class_list":["post-7165","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-security-gdpr","ht_kb_tag-sso"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7165","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/13"}],"version-history":[{"count":13,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7165\/revisions"}],"predecessor-version":[{"id":10134,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/7165\/revisions\/10134"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=7165"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=7165"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=7165"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}