How to Configure SAML 2.0 for Base CRM

Contents

• Supported Features
• Configuration Steps
• Notes

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Supported Features

The Okta/Base CRM SAML integration currently supports the following features:

• IdP-initiated SSO
• SP-initiated SSO

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

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Configuration Steps

1. Login to Base CRM as an administrator.

2. Navigate to Account > Settings > Single Sign On.

3. Click Configure.

   

4. Do the following (see screen shot at end of step for reference):

   • Make a copy of the UUID value.

   • Select the Automatic Setup checkbox.

   • Copy and paste the following Metadata URL:

     Sign into the Okta Admin dashboard to generate this value.

   • Click Save.

   

5. Click the Enable button:

   

6. In Okta, select the Sign On tab for the Base CRM app, then click Edit.

   • Enter the UUID value that you made a copy of in step 4 the corresponding field.

   • Click Save.

   

7. Done!

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Notes

SP-initiated SSO

1. Open the login URL: https://core.futuresimple.com/users/login.

2. Enter your Email.

3. Click Log in.