Prerequisites
Admin access to Okta.
Access to the Okta Admin Console.
Step-by-Step Instructions
Log in to Okta
Sign in to your Okta account with your admin credentials.
Navigate to Admin Console
Go to the Admin Console from the dashboard.
Create a New Application
Click on Create App Integration to start the process.
Select SAML 2.0
Choose SAML 2.0 as the sign-on method.
Configure Application Settings
Step 1: Enter Application Name
Enter "ProcureDesk" as the application name.
Step 2: Configure SAML Settings
Single Sign-on URL: Enter the URL provided by ProcureDesk.
Audience: Create as
https://myprocuredesk.comName ID format: Select "Email Address."
Application Username: Choose "Email."
Complete Configuration
Step 3: Finalize Settings
Review the settings and click on the Finish button.
View SAML Setup Instructions
Go to the landing page of the newly created application and click on View SAML setup instructions.
Copy and Send Information
Copy the following details:
Identity Provider Single Sign-On URL
Identity Provider Issuer
X.509 Certificate
Save this information in a text file and send it to ProcureDesk.
FAQs
1. What if I can't see the "Create App Integration" option?
Ensure you have the necessary admin permissions, or contact your Okta administrator.
2. Can I edit the SAML settings later?
Yes, you can update the settings anytime from the Okta Admin Console.
3. Where can I find the SAML setup instructions?
They are available on the application landing page under View SAML setup instructions.