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Okta SSO

How to set up SSO with Okta

Updated over 2 weeks ago

Setting Up SAML 2.0 SSO with Okta

This guide will walk you through the process of configuring Single Sign-On (SSO) via SAML 2.0 between Okta and Voxjar.

Prerequisites

Before you begin, make sure you have:

  • An Okta administrator account

  • Your Voxjar account ID (provided by your account manager)

  • SAML endpoints for Voxjar (request these from your account manager)

  • The Voxjar logo (provided by your account manager)

Step 1: Request SAML Integration Information

Contact your Voxjar account manager to receive:

  • The SAML SSO URL (Single Sign-On URL)

  • The Audience URI (SP Entity ID)

  • Your Voxjar account ID

  • The Voxjar logo for the application integration

Step 2: Create a New SAML Application in Okta

  1. Log in to your Okta Admin dashboard

  2. Navigate to the "Applications" section

  3. Click "Create a new app integration"

  4. In the dialog that appears, select the "SAML 2.0" option (the second option in the list)

  5. Click "Next"

Step 3: Configure General Settings

  1. Enter "Voxjar" as the App name

  2. Upload the Voxjar logo provided by your account manager

  3. Check "Do not display application icon to users"

  4. Click "Next" to proceed to SAML configuration

Step 4: Configure SAML Settings

  1. Enter the following information:

    • Single sign-on URL: Enter the URL provided by your Voxjar account manager

    • Use this for Recipient URL and Destination URL: Check this box

    • Audience URI (SP Entity ID): Enter the Entity ID provided by your Voxjar account manager

    • Default RelayState: Leave blank

    • Name ID format: Select "EmailAddress" from the dropdown

    • Application username: Select "Okta username" from the dropdown

    • Update application username on: Select "Create and update" from the dropdown

Step 5: Configure Attribute Statements

Add the following attribute statements:

  1. Required Attribute:

    • Name: account

    • Value: Your Voxjar account ID (provided by your account manager)

  2. Optional Attribute:

    • Name: role

    • Value: Set default role for new users (acceptable values: agent, evaluator, admin)

    • You can use Okta expressions for dynamic role assignment if needed

Step 6: Complete Setup and Share Information

  1. Click "Next" to finish creating the SAML application

  2. After saving the application, go to the "Sign On" tab

  3. Locate the "Metadata URL" in the SAML settings section (it will be a URL that looks similar to: https://XXXXXXX.okta.com/app/xxxxxxxxxxxxxxxx/sso/saml/metadata)

  4. Copy this URL and share it with your Voxjar account manager

  5. Also provide your company email domain(s) to your account manager (e.g., @yourcompany.com)

Important Notes for User Access

  • Direct sign-in from the Okta dashboard is not supported

  • Users must sign in through the Voxjar application by:

    1. Navigating to the Voxjar application: https://app.voxjar.com/signin

    2. Clicking "Sign in with SSO"

    3. Entering their email address

    4. Completing authentication through Okta

    5. Being redirected back to Voxjar

  • The “role” attribute is only read on a user’s first sign in. Managing users’ Vojxar roles can then be updated from https://app.voxjar.com/settings/team

Troubleshooting

If users encounter issues when signing in:

  • Verify the "account" attribute is correctly configured with your Voxjar account ID

  • Ensure the user's email domain matches what was provided to Voxjar

  • Check that roles are assigned correctly (agent, evaluator, or admin)

  • Confirm that the Metadata URL has been shared with your Voxjar account manager

  • Confirm that the username of those assigned are email addresses

For additional assistance, please contact your Voxjar account manager.

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