# SSO with Okta

### Overview

[Okta](https://www.okta.com) is an identity and access management platform that provides SSO solutions for organizations. It allows users to access multiple applications and services using a single set of credentials, aiming to simplify the user authentication experience. Okta operates on a **cloud platform** and **supports SAML 2.0**.

This guide outlines the steps to configure SSO using **Okta**.

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You must be an **Account Owner** or **Administrator** on ComplyCube and have **administrative permission** on Okta to set up SSO.
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{% hint style="info" %}
**ComplyCube** does not send an email confirmation when the SSO setup is complete.
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### Setup steps

{% stepper %}
{% step %}

#### Create an Okta account

The first step is to [create an account](https://www.okta.com) with Okta. When this guide was written, Okta offered a **free trial account** to assist with the initial setup.

You can follow their instructions to register an account and download their app on your phone to complete the setup.
{% endstep %}

{% step %}

#### Add integration to Okta and configure **SAML-based SSO**

Once your account is set up, log in and click **Admin** to switch to Admin mode.

<figure><img src="/files/e8ULB5fJIdIRShaNCYz9" alt="" width="563"><figcaption></figcaption></figure>

In admin mode, click **Applications → Create App Integration**.

<figure><img src="/files/zHuQfDy80xdY3JMosILd" alt="" width="563"><figcaption></figcaption></figure>

Select **SAML 2.0** as the sign-in method.

<figure><img src="/files/vtfbV6OhcLdwvIh9SaJT" alt="" width="563"><figcaption></figcaption></figure>

Add the App name "**ComplyCube**", then click **Next**.

<figure><img src="/files/0gGm2nwSrRCUGnR4LLaS" alt="" width="563"><figcaption></figcaption></figure>

Copy the **Audience** and **ACS Consumer URL** values from your ComplyCube [SSO settings page](https://portal.complycube.com/settings/sso) onto the SAML Settings of the application in Okta.

Also, as shown in the image below, please ensure the following **Attribute Statements** are mapped in Okta - '***firstName***', '***lastName***', and '***email***', as they will be used to update the user profile details in ComplyCube on every sign-in.

<figure><img src="/files/RhftNvpFevPjZrnYiR7m" alt=""><figcaption></figcaption></figure>

Click **Next**, then **Finish**.
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{% step %}

#### People and group assignments

Once the application is added, the next step is to assign **people** or **groups** to that application. We recommend that assignments be made at a group level.

First, add the individual user to your Okta directory, **Directory → People**. Upon adding your users, you can create a group, **Directory → Group**, and assign the individuals to the group.

Now, navigate to the application, **Applications → ComplyCube**, click on **Assignments**, and assign your group.

<figure><img src="/files/iuI8LCytLqZOeIOequHO" alt="" width="563"><figcaption></figcaption></figure>
{% endstep %}

{% step %}

#### Update SSO settings in ComplyCube

Finally, navigate to your ComplyCube [SSO settings page](https://portal.complycube.com/settings/sso), update the **Sign-In URL,** and upload your **Signing Certificate** (i.e., X.509 certificate).

You can find the **Sign-In URL** in Okta — **Applications → ComplyCube**. On the **General** tab, copy the **Embed Link** and paste it into ComplyCube.

Then click the **Sign On** tab and scroll to the bottom to find the **Signing Certificates**. Download the **SHA-2** certificate, upload it into ComplyCube, and save your settings.

<figure><img src="/files/gqDBUKErtD4Xy8LzK51F" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}

That's it. You can now sign in to the ComplyCube Web Portal using SSO through Okta.


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