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How to configure (Okta) SSO on EasyRetro
How to configure (Okta) SSO on EasyRetro
Tchales avatar
Written by Tchales
Updated over a week ago

For now, you can only make SSO Integration if you have the Enterprise 15 or Enterprise Ultd Plan. If you don't have one of these plans, click here to subscribe/upgrade.

After setting up your SSO, you'll need to wait for our Tech Team to finish the SSO set up on our side. This procedure usually takes one or two weeks maximum to be completed.

Here are the steps you need to follow to create an Okta App for SAML login on EasyRetro

Step 1. You’ll need to create a SAML app on Okta.

Go to Applications > Applications, then click on the “Create App Integration” button:

A new window will show up. You must select the “SAML 2.0” option, then click on the “Next” button:

Step 2. You’ll be redirected to a new screen, where you’ll be able to configure the app.

On the first tab, add an App name. You can give your application the name “EasyRetro.” Click on the “Next” button.

Step 3. The second tab contains the SAML configuration.

You can set the Single sign-on URL fields to: On the field SP Entity ID, enter the data that we provided you.

Click on the “Next button:

Step 4. Finally, you just need to check the option “I’m an Okta customer adding an internal app,” and then click on the “Finish” button:

Step 5. After clicking on the “Finish” button, you’ll need to send us your SAML setup information that you can find on the Sign On tab > View Setup Instructions button:

Step 6. Your final configuration on the “General” tab should look like this:

Step 7. Now you just need to assign your users on the “Assignments” tab:

Step 8. In order to log in via Okta. First, you'll need to create a bookmark app on Okta (you have to create this app because we use SP-initiated authentication).

If you don't know how to create a bookmark app on Okta, click here to check out this step-by-step guide.

After creating a bookmark app on Okta, you can log in on EasyRetro through the SSO Login URL we sent to your Company.

After setting up SSO in your account, what to do next? Click here to check this article we made about it.

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