How to Configure SAML 2.0 for IPfolio - Staff

Contents

• Supported Features
• Configuration Steps
• Notes

Supported Features

The Okta/IPfolio - Staff SAML integration currently supports the following features:

• SP-initiated SSO
• IdP-initiated SSO

For more information on the listed features, visit the Okta Glossary.

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Configuration Steps

1. Contact the IPfolio Support team (https://www.ipfolio.com/support/) and request that they enable SAML 2.0 for your account.

2. Include the following Metadata URL with your request:

   Sign into the Okta Admin dashboard to generate this value.

3. The IPfolio Support team will process your request and provide you with Login URL and Entity ID values.

4. In Okta, select the Sign On tab for the IPfolio app, then click Edit.

   • Enter the Login URL and Entity ID values provided by IPfolio into the corresponding fields.
   • Click Save:

   

5. Done!

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Notes

SP-initiated SSO

Go to your Entity ID value.