Set up your SSO integration (Okta)

Learn how to set up our SSO integration with Okta

Ryan Turner avatar
Written by Ryan Turner
Updated over a week ago

In this article, you'll learn how to set up Legatics with Okta, allowing you to:

  • Control in Okta who from your organisation has access to Legatics

  • Enable your users to sign-in to Legatics with their Okta accounts (or automatically sign-in, if they have an active session with Okta).

  • Manage your accounts in one central location.

In this article

Requirements

Step 1: Add Legatics to your list of applications

  1. Log in to Okta, using either an account with an OKTA subscription or a free trial

  2. On the top navigation bar, select Admin

  3. Navigate to Applications and then select Applications.

  4. Add a new application by selecting Create App Integration.

  5. In the Create a new app integration screen, select SAML 2.0, then select Next

Step 2: Configure Legatics in Okta

  1. In the General Settings section that appears:

    1. Give the integration the name Legatics (or Legatics 2.0, if you already have Legatics 1.0 set-up for SSO)

    2. Add the image below as the app logo

  2. In the Configure SAML section, enter the following values for each fields.

    ⚠️ CUSTOMER-ID is your customer number with Legatics. Contact the Legatics integrations team (integrations@legatics.com) to obtain this

Field

Input

Single sign on URL

✅ Use this for Recipient URL and Destination URL should be checked

If you are using our EU instance

https://api.app.legatics.com/auth/v0/saml/CUSTOMER-ID/callback

If you are using our Australian instance

https://api.au.app.legatics.com/auth/v0/saml/CUSTOMER-ID/callback

Audience URI (SP Entity ID)

If you are using our EU instance

https://app.legatics.com/CUSTOMER-ID

If you are using our Australian instance

https://au.app.legatics.com/CUSTOMER-ID

Default RelayState

⚠️ Leave this field empty

Name ID format

EmailAddress

Application username

Email

Update application username on

Create and update

3. Scroll to the bottom of the page and select Next

4. In the feedback section, select I'm an Okta customer adding an internal app and It's required to contact the vendor to enable SAML, then select Finish

Step 3: Obtain configuration information

  1. In the Legatics application page (which you made in Step 1 and 2), find the Settings section and select View Setup Instructions.

  2. Copy the following information into a text file

    1. Identify Provider Single Sign-On URL (also known as the Login URL)

    2. Identity Provider Issuer (also known as the Entity ID)

    3. X.509 Certificate (make sure to copy all of the certificate)

Step 4: Send configuration and tester information to Legatics

Please send the following information to the Legatics integration team (integrations@legatics.com), so that they can connect your Okta account with Legatics

  1. Configuration information (see step 3)

  2. Tester information of the people in your organisation who should test the integration before it goes live. Please provide the following information for each tester

Tester Name

Tester Email

John Tester

john.tester@customer.com

Step 5: Connecting Okta with Legatics

The Legatics integrations team will connect your Okta account with your Legatics environment, and confirm when this is done.

You will now be able to test the integration with your specified testers. Once you are happy with the integration, please let the Legatics integrations team know and we will enable the integration for all of your users.

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