Okta

How to Configure SAML 2.0 for CrossLead

Contents


Supported Features

The Okta/CrossLead SAML integration currently supports the following features:

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


Configuration Steps

  1. Contact the CrossLead Support team (support@crosslead.com) and request that they enable SAML 2.0 for your account.

  2. Save, then attach the following metadata file to your request:

    Sign into the Okta Admin dashboard to generate this value.

  3. The CrossLead Support team will process your request and will provide you with a Subdomain value. After receiving a confirmation email, you can start assigning people to the application.

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

    • Enter the Subdomain value provided to you by the CrossLead Support team into the corresponding field.

    • Click Save:

    crosslead_new1.png

  5. Done!



Notes

SP-initiated SSO

  1. Go to: https://[your-crosslead-subdomain].crosslead.com, then click Corporate SSO:

    crosslead1.png

  2. Enter your EMAIL, then click LOGIN:

    crosslead2.png