> ## Documentation Index
> Fetch the complete documentation index at: https://docs.plerion.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Okta single sign-on

> Set up Okta single sign-on (SSO) with Plerion using SAML and role-based access control (RBAC).

With the **Okta single sign-on (SSO)** integration, you can enable secure authentication to Plerion through Okta. This setup uses SAML and role-based access control (RBAC) to map Okta users and groups to Plerion roles.

<Tip>
  We recommend using two different browser sessions (or two separate browsers) while configuring Okta and Plerion. This prevents conflicts caused by sharing the same login session.
</Tip>

## Steps to configure Okta SSO

<Steps>
  <Step title="Log in to Okta">
    Sign in to your Okta account with the required roles and permissions.
  </Step>

  <Step title="Create a new Okta application">
    * Go to `Applications` and click `Create App Integration`.
    * Select `SAML 2.0` and click `Next`.
    * Enter an app name and click `Next`.

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/fJI95sGNdPDJ0pYK/images/onboarding/sso/okta-sso/okta-sso-app-name.png?fit=max&auto=format&n=fJI95sGNdPDJ0pYK&q=85&s=ffc860dce8e19a19f76ba88eda5a65e4" alt="Okta create SAML application screen" width="2312" height="1184" data-path="images/onboarding/sso/okta-sso/okta-sso-app-name.png" />
    </Frame>
  </Step>

  <Step title="Configure SAML settings">
    * In Plerion, go to `Admin` > `Security` > `Single sign-on` and copy the **SSO URL**.
    * In Okta, paste this URL into the **Single sign-on URL** and **Audience URI (SP Entity ID)** fields.
    * Set `Name ID format` to `EmailAddress`.
    * For `Attribute statements`, provide the required values and continue.

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/fJI95sGNdPDJ0pYK/images/onboarding/sso/okta-sso/okta-sso-name-id-format.png?fit=max&auto=format&n=fJI95sGNdPDJ0pYK&q=85&s=fcb60da648212dec6a7757a23e7f4ea3" alt="Okta SAML settings showing Single Sign-On URL and Audience URI fields" width="2300" height="1518" data-path="images/onboarding/sso/okta-sso/okta-sso-name-id-format.png" />
    </Frame>
  </Step>

  <Step title="Finish Okta application setup">
    Review your settings, select your preferences, and click `Finish`.
  </Step>

  <Step title="Add users to the Okta application">
    * In Okta, go to `Directory` > `People` and click `Add person`.
    * Enter the user details and click `Save`.
    * Open your application, go to the `Assignments` tab, click `Assign` > `Assign to people`, and assign the new user.
    * Click `Done` to confirm.

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/fJI95sGNdPDJ0pYK/images/onboarding/sso/okta-sso/okta-sso-add-person.png?fit=max&auto=format&n=fJI95sGNdPDJ0pYK&q=85&s=502fee1d4f60df00c13fafce86c7cca8" alt="Okta assignments page with user role selection" width="2284" height="688" data-path="images/onboarding/sso/okta-sso/okta-sso-add-person.png" />
    </Frame>
  </Step>

  <Step title="Copy identity provider details">
    * In your application, go to the `Sign-on` tab and click `View SAML setup instructions`.
    * Copy the **Single sign-on URL**, **Identity provider issuer**, and **X.509 certificate**.

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/fJI95sGNdPDJ0pYK/images/onboarding/sso/okta-sso/okta-sso-copy-details.png?fit=max&auto=format&n=fJI95sGNdPDJ0pYK&q=85&s=07719a9767e0c4d64faa4ea6a4171621" alt="Okta SAML setup instructions with SSO URL and certificate" width="2136" height="1496" data-path="images/onboarding/sso/okta-sso/okta-sso-copy-details.png" />
    </Frame>
  </Step>

  <Step title="Configure trust in Plerion">
    * In Plerion, go to `Admin` > `Security` > `Single sign-on`.
    * Paste the following values into the matching fields:
      * **Single sign-on URL**
      * **Identity provider issuer**
      * **X.509 certificate**
    * Save the configuration.

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/fJI95sGNdPDJ0pYK/images/onboarding/sso/okta-sso/okta-sso-configure-sso.png?fit=max&auto=format&n=fJI95sGNdPDJ0pYK&q=85&s=ea77facae256723251510760d1b1cbd2" alt="Plerion SSO trust configuration screen" width="2610" height="1490" data-path="images/onboarding/sso/okta-sso/okta-sso-configure-sso.png" />
    </Frame>
  </Step>

  <Step title="Test your Okta SSO connection">
    * Click `Test` in Plerion. A new window will open where you can sign in with the user you added in Okta.
    * Verify that you can log in to Plerion using Okta SSO.

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/fJI95sGNdPDJ0pYK/images/onboarding/sso/okta-sso/okta-sso-test-connection.png?fit=max&auto=format&n=fJI95sGNdPDJ0pYK&q=85&s=5d968e0e2a5556063f6c74c70f3a37f4" alt="Plerion authentication test for Okta SSO" width="1838" height="1412" data-path="images/onboarding/sso/okta-sso/okta-sso-test-connection.png" />
    </Frame>
  </Step>
</Steps>

## Attribute mapping and roles

<Steps>
  <Step title="Create and assign Okta groups">
    * In Okta, go to `Directory` > `Groups` and click `Add group`.
    * Enter a name (for example, **testOrgAdmin**) and click `Save`.
    * Open your application, go to the `Assignments` tab, click `Assign` > `Assign to groups`, and assign your new group.
    * Add the previously created user to this group.

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/fJI95sGNdPDJ0pYK/images/onboarding/sso/okta-sso/okta-sso-group-configuration.png?fit=max&auto=format&n=fJI95sGNdPDJ0pYK&q=85&s=e8927502c94fb6d44846f64614f1cfcf" alt="Okta groups configuration screen" width="1374" height="518" data-path="images/onboarding/sso/okta-sso/okta-sso-group-configuration.png" />
    </Frame>
  </Step>

  <Step title="Configure group attribute statements in Okta">
    * In your application, go to the `General` tab.
    * Under `SAML settings`, click `Edit` and go to `Configure SAML`.
    * Add a **Group attribute statement**.

    <Info>
      Example: Set the attribute name to **group** and use your group name (**testOrgAdmin**) as the filter.
    </Info>

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/fJI95sGNdPDJ0pYK/images/onboarding/sso/okta-sso/okta-sso-group-attribute-mapping.png?fit=max&auto=format&n=fJI95sGNdPDJ0pYK&q=85&s=43ca5873be852070c3bdca7ca2771c18" alt="Okta group attribute mapping configuration" width="1458" height="512" data-path="images/onboarding/sso/okta-sso/okta-sso-group-attribute-mapping.png" />
    </Frame>
  </Step>

  <Step title="Map attributes in Plerion">
    * In Plerion, go to `Admin` > `Security` > `Single sign-on` > `Attribute mapping`.
      * For **Email**, select **Use SAML Name ID**.
      * For **Display name**, leave unchecked to let users choose their own, or map the Okta user’s first and last name.
      * For **Roles**, add a mapping with the SAML attribute name **group**.
      * Map **testOrgAdmin** to the **Organization Admin** role.
    * Save the configuration.

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/fJI95sGNdPDJ0pYK/images/onboarding/sso/okta-sso/okta-sso-plerion-attribute-mapping.png?fit=max&auto=format&n=fJI95sGNdPDJ0pYK&q=85&s=de7a93b7ff540cd6d8c2ae5ca488bc1d" alt="Plerion attribute mapping with role assignment" width="2516" height="1130" data-path="images/onboarding/sso/okta-sso/okta-sso-plerion-attribute-mapping.png" />
    </Frame>
  </Step>

  <Step title="Test the attribute mapping">
    * Click `Test` in Plerion.
    * Verify that the attribute mapping works as expected.

    <Frame>
      <img src="https://mintcdn.com/pleriondocs/fJI95sGNdPDJ0pYK/images/onboarding/sso/okta-sso/okta-sso-success.png?fit=max&auto=format&n=fJI95sGNdPDJ0pYK&q=85&s=3d59c439b48be79b7216859de8770f38" alt="Plerion attribute mapping test confirmation" width="1820" height="1406" data-path="images/onboarding/sso/okta-sso/okta-sso-success.png" />
    </Frame>
  </Step>
</Steps>

## Create users at first sign-in

`Create users at first sign-in` controls just-in-time provisioning. When it is on, a person who signs in through Okta and has no Plerion user gets one created for them, with the display name and roles your attribute mappings produce. Find it in Plerion under `Admin` > `Security` > `Single sign-on`.

It is **on by default**, and it is the only thing that decides whether sign-in may create a user. Turn it off when something else already provisions them, such as [SCIM](/guides/administration/scim/overview) or your own calls to the organization API. Leaving it on alongside either one lets a successful sign-in create a user your directory never meant to give access to.

With it off, someone who signs in but has no Plerion user is stopped with this message:

> Your account has not been set up in Plerion. Ask your administrator to create it.

## Accessing Plerion through Okta

You can access Plerion using the **App Embed link** from your Okta application (`General` tab > `App embed link`).\
Log in with your Okta user credentials, and you will be signed in with the mapped Plerion role.

<Frame>
  <img src="https://mintcdn.com/pleriondocs/fJI95sGNdPDJ0pYK/images/onboarding/sso/okta-sso/okta-sso-embed-link.png?fit=max&auto=format&n=fJI95sGNdPDJ0pYK&q=85&s=6c90f0c55d05b1806dde71f7ecf40447" alt="Okta app embed link with URL for accessing Plerion" width="1430" height="934" data-path="images/onboarding/sso/okta-sso/okta-sso-embed-link.png" />
</Frame>


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