The Okta/Process Plan SAML integration currently supports the following features:
For more information on the listed features, visit the Okta Glossary.
Login to your Process Plan account.
Click on your icon, then select Administration > Account Information:
Select Enable SSO:
Click CONFIGURE SINGLE SIGN-ON:
Enter the following:
Provider Description: Enter Okta.
IDP Issuer/Entity ID: Copy and paste the following:
Sign into the Okta Admin Dashboard to generate this variable.
Name ID Formal: Copy and paste the following:
urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress
Sign on URL: Copy and paste the following:
Sign into the Okta Admin Dashboard to generate this variable.
Logout URL: Copy and paste the following:
Sign into the Okta Admin Dashboard to generate this variable.
Digest Method: Enter SHA-256.
Signature Method: Enter SHA-256.
Upload Certificate: Download and save, then upload the following certificate:
Sign into the Okta Admin Dashboard to generate this variable.
In the SAML attributes section, enter the following:
Make a copy of the Account Id value.
Email: Enter emailaddress.
Firstname: Enter firstname.
Lastname: Enter lastname.
In Okta, select the Sign On tab for the Process Plan SAML app, then click Edit.
Enter the Account Id value you made a copy of in step 5 into the corresponding field.
Click Save.
Done!
The following SAML attributes are supported:
| Name | Value |
|---|---|
| FirstName | user.firstName |
| LastName | user.lastName |
| user.userName | |
| accountid | accountid |
Go to the following URL: https://saml.processplan.com/saml/login.aspx?aid=(AccountID).