About This Document:

This document details the configuration of Okta SSO Authentication for Prendio and enabling SSO authentication for a Prendio User.


Prerequisites:

  • This configuration requires that a SSO application, such as Okta, is available to your company. The company IT Department normally sets this up and provides the technical details
  • A Prendio user with the Admin role is required to complete this process
  • If the SSO radio button is not available for an Admin to select, then the feature must be requested for the Company account. Contact Prendio Technical Support at support@prendio.com
  • Before selecting SSO authentication for a Prendio user, the user must first have an Active user profile using Prendio Authentication


Notes:


After the Okta configuration is complete, the Company Admin should first test the configuration by selecting SSO for a different Prendio User. This way in the event of a mistake, the Admin is not locked out and the test user can be configured for Prendio Authentication while the issue is resolved.


Enabling SSO Integration for Your Prendio Company


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1. Go to [Admin > General] and click the User Authentication section

2. Select the Single Sign-On radio button, select "SAML 2.0" in the the Single sign-on authentication field, and select "Okta" in the Identity Provider field

3. The Company IT and Prendio Admin then need to input the SAML Metadata URL in that field and click the Load URL button. After clicking that button, the Identity Provider Login Url, Identity Provider entity ID, and the Identity Provider Certificate fields will automatically populate.

4. "Email Address" is the Default User Mapping used with Prendio SSO.

5. Click the Save button.

Whenever the Save button is clicked on this page, a prompt appears asking how to proceed with initial user configuration:

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You can apply SSO authentication to all users or configure each user manually. See the next section for information on manually configuring authentication for each user.


Enabling SSO Authentication for a User

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6. Edit an account under [Admin > Users] and click the Authentication section

7. Select "SSO" in the Auth Metod field

8. Enter the user's email address in the IdP Username field. Note that the email address for this field is case sensitive depending how Okta is configured

9. Click the Save button