This is a technical document that will help you with configuring SAML 2.0 SSO, if you use Okta as your SAML provider. Please see below instructions for configuration.
ContactMonkey supports both Service Provider and Identity Provider Initiated SAML 2.0 Support.
Note: you should have an open ticket/correspondence with our Technical Support team at this point. They will provide you with the relevant information needed (Application Callback URL, and your SP Entity ID) in order to complete your setup.
Okta Configuration Instructions
1. Go to your Okta dashboard, and click Applications -> Applications from the sidebar.
2. Click on Create App Integration
3. Select SAML 2.0 and click Next
4. In General Settings, enter the App name and click Next. You may also upload a logo.
5. In Configure SAML → SAML Settings → General:
- Set Single sign-on URL to your ContactMonkey organization's Application Callback URL (Your ContactMonkey organization's Application Callback URL will be provided to you by our Technical Support Team).
- Set Audience URI (SP Entity ID) to your ContactMonkey organization’s SP Entity ID (Your ContactMonkey organization's SP Entity ID will be provided to you by our Technical Support Team).
6. In Configure SAML → SAML Settings → Attribute Statements:
- Set email with Basic format to user.email
- Set first_name with Basic format to user.firstName
- Set last_name with Basic format to user.lastName
- Click Next at the bottom of the page
7. In Feedback, check the This is an internal app that we have created option and click Finish
8. From Sign On → Settings, open the metadata URL and save it as an XML file. (e.g. SAML-metadata.xml) (Please provide the Metadate file that you download to our Technical Support team)
9. From Assignments, click on Assign to select the users that are allowed to log in to ContactMonkey using this application. Note that only the selected users can log in.