Pactsafe offers support for Single Sign-On (SSO) for customers using Okta with SAML 2.0.

What is Single Sign-On (SSO)?

Single Sign-On allows organizations to manage user access to third-party applications and streamlines user access to third-party applications by allowing users to log in to a single SSO provider, such as Okta, and log in to third-party systems via the SSO provider (thus eliminating the need for an end user to manage login credentials to each third-party system they access).

What is SAML 2.0?

SAML 2.0 is a standardized method for exchanging authentication and authorization data between security domains. It is the established industry standard used among both SSO providers, such as Okta, and a third-party system (i.e. Pactsafe) to facilitate managing user access and authentication from a centralized SSO provider to third-party systems.

Setting up Okta with Pactsafe

Follow the below instructions to create a new application within Okta to authenticate users to Pactsafe.

NOTE: Please note that the Pactsafe integration with Okta currently only supports authentication and does not support the auto provisioning of users from Okta to Pactsafe via SAML.

Create an Okta Application

Within the Okta Admin dashboard (Classic UI is shown below) go to Applications→ Applications

Click on the button to Add Application

Click on the Create New App button

In the Create a New Application Integration window select SAML 2.0 as the Sign on method and click Create

Under the General Settings tab for App name give the App a name such as Pactsafe and click Next

Under the Configure SAML tab in SAML Settings set the below values for the corresponding fields and click Next

• Single sign on URL: https://app.pactsafe.com/login/saml
• Audience URI (SP Entity ID): https://app.pactsafe.com/login/saml
• Application username: Email

Under Feedback select I’m an Okta customer adding an internal app and click Finish

Complete Setup Between Okta and Pactsafe

In the Pactsafe application settings on the Sign On tab under Settings click on the View Setup Instructions button.

On the How to Configure SAML 2.0 for Pactsafe Application copy the Identity Provider Issuer URL

Now log in to Pactsafe and go to Settings → Integrations and click the Enable button under Okta

Paste the Identity Provider Issuer URL in to the External Key and click the Enable button.

Congratulations, you’ve successfully set up Okta with Pactsafe and are now ready to assign users!!!

Assign Users to Pactsafe Application

Now that you have the Pactsafe Application configured in Okta, you’re ready to Assign users to the Application.

NOTE: Make sure the user already exists in Pactsafe before you assign them to the Pactsafe application you just created and that the email addresses for the user match between Pactsafe and Okta.