These instructions are for reference only. When implementing a SAML integration, consider company-specific security policies and best practices. 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.

Create the application

1. Log in to the Okta Platform.
2. Go to Applications > Applications > Create App Integration.
3. Choose SAML 2.0 as the Sign-in method.
4. Select Next.
5. Give your app a name, e.g., Haiilo, and upload a logo.
6. Select Next.
7. In the SAML Settings window, you need to configure the following fields. The information to input can be found in the metadata file downloaded from your Haiilo Advocacy platform. If there are additional fields in Okta that aren't mentioned here, you do not need to fill them out.
   
   • Single Sign-on URL: Enter the Location value from the metadata file. Check the option for "Use this for Recipient URL and Destination URL."
   • Audience URI (SP Entity ID): Enter the entityID value from the metadata file.
   • Attribute Statements: Enter these values exactly as displayed below.

     Name	Name format	Value
     EmailAddress	Unspecified	user.email
     FirstName	Unspecified	user.firstName
     LastName	Unspecified	user.lastName

8. Select Next.
9. The Feedback section is not relevant. Select Finish.

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 the Assignments tab
2. Select Assign.
3. Select the people or groups that you want to assign to the application.
4. Select Done.

Download the metadata

1. Go to the Sign On tab.
2. Copy the Metadata URL.
3. Open a new browser tab and paste the copied metadata URL to view the file. 
4. Download the file to your computer by selecting Save in your browser (Ctrl + S or Cmd + S). It should be saved as an .xml file.
5. Go back to Haiilo and finish setting up the connection. Instructions can be found in Setting up Single Sign On on Haiilo.