This short guide will explain how to create an SSO (Single Sign-On) integration for Trustifi with Okta using SAML. Creating this integration will allow your users to log into Trustifi using their Okta accounts.
Step 1 – Navigating to “Applications”
In your Okta admin portal, click on “Applications” on the left-side navigation bar and then click once again on “Applications” in the drop-down menu.
Step 2 – Creating an app integration
In the “Applications” page, click on “Create an app integration”.
Step 3 – App integration settings
Under “Sign-in Method” select “SAML 2.0”, and then click on “Next”.
Step 4 – App integration general settings
Give the app a name and click on “Next“.
Step 5 – Configure SAML
Perform the following steps:
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- Under “Single sign-on URL” add this URL: https://be.trustifi.com/api/o/v1/saml/callback
- Under “Audience URI” add this URL: https://trustifi.com
- For “Name ID Format” select “EmailAddress”
- For “Application username” select “Okta username”
- For “Update application username on” select “Create and update”
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- Scroll all the way down and click on “Next“
Step 6 – Saving the app integration
In the “Feedback” section select the relevant option for you and click on “Finish”. This will save the app integration.
Step 7 – Additional settings
After the app integration is saved, click on the “General” tab and scroll down to the “Federation Broker Mode” section. Click on the “Edit” link.
Then, click on “Enable Federation Broker Mode” and save the setting.
Enabling the integration in Trustifi
Step 8 – Opening the connection window
In the Trustifi admin portal, navigate to either “Outbound Management” or “Inbound Management“, and scroll down to the “Integrations” section.
There you will find the SAML icon, click on it and then click on the “Connect” button.
Step 9 – Adding the necessary information
The connection window will display instructions on how to create the SAML integration. To create the integration in Trustifi, you will need to input some information from your Okta admin portal.
Identity Provider Metadata XML: Here’s how to find this XML in your Okta admin portal:
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- Open the app integration you created for Trustifi
- Click on the “Sign on”
- Scroll down until you see a link on the left side that reads “View SAML setup instructions“. Click on this link.
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- Scroll all the way down to the “Optional” section
- Save the content in this section as an XML
Domains: Here you simply need to list the domains that will be used in this integration. If there is more than one domain, separate them with a comma.
Step 10 – Confirming and verifying
Confirm all the necessary information has been added and is correct, and click on “Confirm” at the bottom right to continue.
After clicking on “Confirm“, you will need to sign in with your Okta admin credentials to verify the connection.
After you’ve successfully logged in, the SAML integration should be displayed as “Connected“.
