Okta SSO Setup

Updated by Amy Thomas

If you use Okta as your Single Sign-On provider, here are the steps you or your IdP admin need to complete in order to create an integration between your Okta and Criteria accounts.

Create a SAML app in Okta

  1. Open the Admin Dashboard:

Important: You must be in the Admin Console (Classic UI) to create a SAML app.

  1. Under Shortcuts choose Add Applications. Or, choose Applications, and then choose Add Application.
  2. On the Add Application page, choose Create New App.
  3. In the Create a New Application Integration dialog, confirm that Platform is set to Web.
  4. For Sign on method, choose SAML 2.0.
  5. Choose Create.

Configure SAML integration for your Okta app

  1. On the Create SAML Integration page, under General Settings, enter Criteria_SSO as the app name.
  2. (Optional) Upload a logo and choose the visibility settings for your app.
  3. Choose Next.
  4. Under GENERAL, for Single sign on URL, enter https://app-au.auth.ap-southeast-2.amazoncognito.com/saml2/idpresponse
  5. For Audience URI (SP Entity ID, enter urn:amazon:cognito:ap-southeast-2_htcOeRF9C
  6. Under ATTRIBUTE STATEMENTS, add the 4 following name-value pairs:
    1. For Name, enter http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress 
      For Value, enter user.email
    2. For Name, enter http://schemas.xmlsoap.org/ws/2005/05/identity/claims/nameidentifier
      For Value, enter http://user.id
    3. For Name, enter http://schemas.xmlsoap.org/ws/2005/05/identity/claims/firstname
      For Value, enter user.firstName
    4. For Name, enter http://schemas.xmlsoap.org/ws/2005/05/identity/claims/lastname
      For Value, enter user.lastName

For all other settings on the page, leave them as their default values or set them according to your preferences.

  1. Choose Next.
    1. Choose a feedback response for Okta Support.
    2. Choose Finish.

Get the IdP metadata for your Okta application

On the Sign On tab for your Okta app, find the Identity Provider metadata hyperlink. Right-click the hyperlink, and then copy the URL.

Send the IdP Metadata URL or xml file to Criteria. (Idp Metadata URL is preferred so xml files will auto-update).

Click here for the next steps in the SSO integration setup process.

Parameters Needed

Here is a recap of the parameters required to set up an integration between Okta and Criteria.

Criteria Provided Parameters
  1. Entity ID (Audience URI): urn:amazon:cognito:ap-southeast-2_htcOeRF9C
  2. Assertion Consumer Service URL: https://app-au.auth.ap-southeast-2.amazoncognito.com/saml2/idpresponse
  3. First-Time Sign-On URL/BookMark: https://app-au.criteriacorp.com/?companyAccountId=<companyAccountId>
  4. Our Required SAML Attributes
    1. Idp Immutable Global Unique Identifier (Varies by Idp)
    2. First Name
    3. Last Name
    4. Email Address
  5. Optional Recommended SAML Attribute
    1. Job Title
Customer Provided Parameters
  1. Federation Metadata Document endpoint URL (Can also be an XML Document but URL preferred)

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