Set up SSO with Okta (SAML)

  • Only Admins can use this feature

Setting up a new SSO integration for Okta with SAML

You need to be an Admin on TravelPerk and Okta to configure a new SSO integration following these steps:

  1. Go to Account Settings
  2. Select Integrations
  3. Find the SSO integration and click Set up
  4. Select SAML and click New integration

Once you've created a New integration, you'll need to configure it:

  1. Open your Okta Admin Console, go to Applications, select Browse App Catalog and search for TravelPerk
  2. Click Add Integration and then click Next

    click_next.png
  3. Click View Setup Instructions

    view_setup_instructions.png

  4. From the View Setup Instructions page, copy the IdP entity ID, IdP SSO service URL and IdP x509 cert
  5. Go back to the SSO integration page on TravelPerk and paste the copied text from Okta into the relevant fields - IdP entity ID, IdP SSO service URL and IdP x509 cert
  6. Copy the SP Assertion Consumer Service URL - it should have the format https://tenantId.travelperk.com/accounts/saml2/callback/applicationid/?acs. - Take note of the bold parts - tenantid and applicationid
  7. Go back to your Okta App configuration. In the Advanced settings set the Tenant Id and the Application Id.

    advanced_settings.png

  8. Click Done
  9. On TravelPerk, click Create integration

In Okta, you must assign users or groups who need to access TravelPerk. If you don't add them, they won't be able to access TravelPerk using Okta.

For more information about customizing your SSO settings, see Customize SSO settings.

Was this article helpful?