Setup SAML Authentication With Okta SSO

Updated 4 days ago by James Dunn


To add Okta to your SmartFile account:

On Okta:

  1. Sign into your Okta account.
  2. Click on the Admin button in the top left.
  3. Click on the Applications Tab.
  4. Search for “SmartFile SAML” and add.
  5. Add your base url. This will be your custom domain.
  6. On the next page, click the “Assign” button.
  7. Add the users you would like to be able to use Okta to sign in with.
  8. Go to the “Sign On” tab and click on “View Setup Instructions.”
  9. Copy the information in the “IDP Metadata” section. Save this as “sitename_saml_okta.xml.”

On SmartFile:

  1. Sign into your SmartFile account.
  2. For each user assigned to Okta sign in, create a user with their username and email being the email used in Okta and the sign on method set to “SSO”.
  3. Send “sitename_saml_okta.xml” in a support ticket to
  4. SmartFile will add this file to your account.
  5. When you go to your site’s sign in page, there should now be a “Single Sign-On” button. Users will click on this button and be signed into SmartFile through Okta to their given account.
  6. If a user gets a page saying that the account does not exist, ensure that the user’s email is set as the SmartFile user’s username and email.

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