diff --git a/_docs/60_account/35_okta-saml-sso.md b/_docs/60_account/35_okta-saml-sso.md new file mode 100644 index 0000000..418cb99 --- /dev/null +++ b/_docs/60_account/35_okta-saml-sso.md @@ -0,0 +1,71 @@ +--- +title: Set up Okta SAML SSO +category: account +permalink: /okta-saml-sso +last_modified_at: 2026-06-16 +--- + +Use this guide to connect Okta to your Simple Analytics team with SAML SSO. + +Before you start, make sure you have admin access in Okta and access to the [team settings](https://dashboard.simpleanalytics.com/settings/team) in Simple Analytics. If you do not see the SSO settings in Simple Analytics yet, [contact us](https://dashboard.simpleanalytics.com/contact) and ask us to enable SSO setup for your team. + +## 1. Create a Simple Analytics account (if you don't have one) + +Create a Simple Analytics account if you do not have one yet. You need access to a team before you can connect Okta. + +## 2. Create the Okta application + +In Okta, create a new application integration and select **SAML 2.0** as the sign-in method. + +Use these settings for the application: + +1. Set the app name to **Simple Analytics**. +1. Optionally, add the Simple Analytics logo from our [media kit](https://www.simpleanalytics.com/media-kit). +1. For **Single sign-on URL**, use the SSO URL shown in the SSO section of your Simple Analytics [team settings](https://dashboard.simpleanalytics.com/settings/team). +1. Keep **Use this for Recipient URL and Destination URL** checked. +1. For **Audience URI**, use the SP Entity ID shown in the SSO section of your Simple Analytics [team settings](https://dashboard.simpleanalytics.com/settings/team). +1. Leave **Default RelayState** empty. +1. Set **Name ID format** to **EmailAddress**. +1. Set **Application username** to **Email**. +1. Set **Update application username on** to **Create and update**. + +Save the Okta application when you are done. + +## 3. Add Okta details to Simple Analytics + +In Okta, open the **Sign On** tab for the Simple Analytics application and click **View SAML setup instructions**. + +Then go to your Simple Analytics [team settings](https://dashboard.simpleanalytics.com/settings/team) and fill in the SSO setup form: + +1. For **Your domain(s)**, enter the email domain your team uses for SSO. For example, if your users sign in with addresses like `name@example.com`, enter `example.com`. +1. For **Identity Provider Single Sign-On URL**, copy the URL from Okta's setup instructions. +1. For **Identity Provider Issuer / Entity ID**, copy the issuer from Okta's setup instructions. +1. For **Signing certificate**, copy the X.509 certificate from Okta's setup instructions. +1. Leave the attribute mapping fields unchanged if you used the Okta settings from this guide. +1. Click **Save SSO draft**. + +Your Single sign-on status should now show **Draft**. + +## 4. Ask us to confirm the setup + +After saving the draft, [contact us](https://dashboard.simpleanalytics.com/contact) and let us know your Okta settings are ready for confirmation. + +We will check the setup and let you know when it is ready to test. + +## 5. Test SSO login + +Once we confirm the setup, test logging in from the Simple Analytics application in your Okta dashboard. + +You can also use the SSO login link shown in the SSO section of your Simple Analytics [team settings](https://dashboard.simpleanalytics.com/settings/team). + +When the login works, let us know if you want SSO to be required for your team. + +## 6. Add team members + +To add more people to your team: + +1. Assign them to the Simple Analytics application in Okta. +1. Invite them from your Simple Analytics [team settings](https://dashboard.simpleanalytics.com/settings/team). +1. Ask them to log in through Okta. + +After they log in, they can accept the invitation and join your Simple Analytics team.