SSO Setup with Okta (or similar) using SAML
Thank you for your interest in setting up SSO with Reforge Insights via Okta using SAML. This guide will walk you through the setup process and help you collect the information needed to provide back to us. If you have any questions along the way, please reach out to your primary point of contact with our team.
Before beginning the setup process, you will need the following information from your Reforge Insights team:
Please reach out to your primary point of contact with our team to obtain these required values before proceeding with the setup.
Open the left-nav bar and navigate to “Applications” (inside “Applications” section)
Click “Create App Integration”
For Sign-in method, choose “SAML 2.0”
Click “Next”
Configure General Settings
Configure SAML Settings
Configure Attribute Statements (Optional)
email
, Value: user.email
given_name
, Value: user.firstName
family_name
, Value: user.lastName
Configure Group Attribute Statements (Optional)
Click “Next”
Configure Feedback
Assignments
Download Metadata
We suggest using secure methods, like temporary credentials through 1password, or other secure document sharing means in place with your organization.
The final set of details that need to be shared:
@company.net
or @company.com
Share these details with your point of contact at Reforge Insights
Once we receive your metadata file and email domains, we will complete the configuration on our end and notify you when SSO is ready for testing.