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Single Sign-On (SSO) SAML Integration Guide

SAML-based Single Sign-On (SSO) integration between Formulayt and your identity provider, including specific steps for Okta implementation.

Updated over 8 months ago

What is SSO?

Single Sign-On (SSO) allows your users to access Formulayt through your central authentication platform. This eliminates the need for separate Formulayt login credentials and streamlines the user experience.

Formulayt supports SSO via SAML 2.0, which includes compatibility with Okta and other SAML-based authentication providers.
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Integration process overview

Setting up SSO with Formulayt involves four main steps:

  1. Configure your SAML platform using Formulayt's integration details

  2. Provide your SAML platform details to Formulayt

  3. Formulayt activates SAML support on your account

  4. Your users begin accessing Formulayt via your SSO solution

Configuring your SAML platform

While the exact configuration process varies between SAML providers, you'll need the following information from Formulayt to complete this step:
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Basic SAML information:

  • SAML version: 2.0

  • App name: Formulayt

  • Single sign-on URL: Request from Formulayt support

  • Audience URI (SP Entity ID): Request from Formulayt support

  • Name ID format: EmailAddress

Required attribute statements:

Name

Value

first_name

user.firstName

last_name

user.lastName

email

user.email

gcdc_secret

Request from Formulayt support

Important security note: Never share the value of the gcdc_secret attribute with anyone. This is a security-critical piece of information.
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To request the required Formulayt information, please contact your account manager.
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Providing your SAML details to Formulayt

After configuring your SAML platform, submit the following information to Formulayt via a support ticket:

  1. Identity Provider Single Sign-On URL

  2. Identity Provider Issuer

  3. X.509 Certificate

Additionally, specify your preferences for these options:

  • Allow provisioning of new users: Enables automatic creation of Formulayt accounts for new SSO users

  • Allow SSO users to also sign in using a password: Gives users the option to log in with a password directly to Formulayt

Okta-Specific integration steps

If you're using Okta as your SSO platform, follow these detailed steps:

  1. In Okta, navigate to: Classic UI → Applications → Add Application → Create New App

  2. Set initial configuration:

    • Platform: Web

    • Sign on method: SAML 2.0

  3. Configure general settings:

    • App name: Formulayt

  4. Configure SAML settings:

    • Single sign on URL: [Provided by Formulayt]

    • Audience URI (SP Entity ID): [Provided by Formulayt]

    • Name ID format: EmailAddress

    • Application username: Okta username

    • Update application username on: Create and update

  5. Add attribute statements as detailed in the table above

    • Set Name format to "Unspecified" for all statements

  6. Optional: Use this logo for the Formulayt tile

  7. Complete the integration by providing the required details to Formulayt support

Activation and usage

Once Formulayt receives and implements your SAML configuration details, we'll notify you that the integration is active. Your users can then access Formulayt through your SSO platform using their existing credentials.

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