How to Configure SAML 2.0 for PitchBook

Contents

• Supported Features
• Configuration Steps
• Notes

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Supported Features

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

• IdP-initiated SSO
• SP-initiated SSO
• JIT (Just In Time) Provisioning

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

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Configuration Steps

1. Contact the PitchBook Support team (support@pitchbook.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 PitchBook Support team will process your request. After receiving a confirmation email, you can start assigning people to the application.

4. Done!

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Notes

The following SAML attributes are supported:

Name	Value
User.FirstName	user.firstName
User.LastName	user.lastName
User.Email	user.userName

SP-initiated SSO

1. Go to: https://my.pitchbook.com/loginAction.do?action=sso.

2. Enter your Email.

3. Click Log in: