Configuring Single Sign-on (SSO)

Our web platform supports single sign-on (SSO) to integrate with your enterprise systems. We currently support SAML 2.0-based SSO methods that provide IDP XML, like Okta. To configure SSO:

1. Log in to the Account Portal with an admin account.

2. Navigate to the Security tab.

3. Follow the instructions from your identity provider (IDP) about how to create an app.

   • For example, you can follow Okta's page to create an app.

4. When prompted by your IDP, locate the "SSO Entity ID" on the Security page.

5. When prompted by your IDP, locate the "SSO URL" on the Security page.

   • The IDP will ask for a Single-Sign On URL. This is sometimes known as the ‘SSO URL’, ‘ACS URL’, or ‘SP URL’.

6. Once you have added the app in your IDP, they will provide you with a “SSO IDP Config XML”. Copy and paste that XML into the “SSO IDP Config XML” field on the Security page.

   • An example SSO IDP Config XML can be found here.

7. Click the “Save SSO IDP XML” button.

8. Click the "Save" button.