These instructions are for reference only. Company-specific security policies and best practices should be considered when implementing a SAML integration. These instructions cover the configuration of SAML on the IdP's side and contain IdP-specific details. 

This article details how to set up an application on Okta for an SSO setup with Haiilo.

The general instructions for setting up SSO on Haiilo can be found in the Setting up Single Sign On on Haiilo article. Please follow those instructions for the Haiilo part of the setup.

Set up an application on Okta

You need admin rights in your Okta account to create an application.

Add the application

1. Log in to the Okta Platform.
2. Go to Applications > Browse App Catalog
3. Search for Haiilo and select Add integration
4. Give your app a name, e.g., Haiilo
5. Enter your Haiilo subdomain. This is the first part of the URL you use to access Haiilo, e.g., in acme.smarpshare.com, acme is the subdomain.
6. Optionally, choose if the application icon shouldn't be visible to your users
7. Select Done

Assign users to the application

To ensure that your users can log in to Haiilo using SSO, they must be assigned to the application in Okta. You can assign all users during the setup process or at a later time closer to your launch date. However, during setup, you must assign at least one Company Admin who will complete the SSO setup in Haiilo.

1. Go to Assignments > Assign
2. Select the people or groups that you want to assign to the application
3. Select Done

Download the metadata

1. Go to Sign On > SAML Signing Certificates
2. On the certificate row, select Actions > View IdP metadata
3. Right-click your mouse, select Save as..., and save the metadata in .xml format
4. Go back to Haiilo and finish setting up the connection. Instructions can be found in Setting up Single Sign On on Haiilo.