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Okta SSO Setup

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Step 1

Access Okta Admin Dashboard

  1. Log in to your Okta Admin Console
  2. Your URL will look like: https://your-domain.okta.com/admin or https://your-domain.oktapreview.com/admin
  3. Ensure you have Super Admin or Application Admin privileges
💡 Tip: If you don't have admin access, contact your Okta administrator to set up this integration.
Step 2

Create SAML 2.0 Application

  1. In the Okta Admin Console, navigate to Applications → Applications
  2. Click Create App Integration
  3. Select SAML 2.0 as the sign-in method
  4. Click Next
  5. Enter the following information:
EQS Platform

You can upload your company logo or skip this step

  1. Check the box "Do not display application icon to users" if you want to hide it from the Okta dashboard
  2. Click Next to proceed to SAML configuration
💡 Note: Don't worry about configuring SAML settings yet - we'll do that in the next step.
Step 3

Configure SAML Settings

On the SAML Settings page, enter the following values:

General Settings

https://your-company.eqs.com/saml/acs

✓ Check "Use this for Recipient URL and Destination URL"

https://your-company.eqs.com/saml/metadata
Leave empty
EmailAddress
Email
⚠️ Important: Replace "your-company" with your actual EQS subdomain. For example, if you log in at acme.eqs.com, use acme as your company identifier.

Advanced Settings (Optional)

Select: Signed

Select: Signed

Select: RSA-SHA256

Step 4

Configure Attribute Statements

Scroll down to the Attribute Statements section and add the following attributes:

Name Name format Value
email Basic user.email
firstname Basic user.firstName
lastname Basic user.lastName
username Basic user.login
💡 How to add attributes:
  1. Click "Add Another" for each attribute
  2. Enter the Name exactly as shown (case-sensitive)
  3. Select "Basic" as the Name format
  4. Enter the corresponding Value from the table

Group Attribute Statements (Optional)

If you want to pass user groups to EQS for role-based access control:

groups

Select: Basic

Select: Matches regex and enter .* to include all groups

  1. After adding all attributes, scroll to the bottom
  2. Click Next to proceed to feedback
  3. Select "I'm an Okta customer adding an internal app"
  4. Click Finish
Step 5

Download Metadata & Assign Users

Download SAML Metadata

  1. You should now be on the Sign On tab of your EQS application
  2. Scroll down to the SAML 2.0 section
  3. Right-click on "Identity Provider metadata" link
  4. Select "Save link as..." and save the XML file
  5. Alternatively, click "View SAML setup instructions" and download from there
💡 Alternative method: You can also copy the metadata URL and send it directly to EQS Support.

Send Metadata to EQS

Email the downloaded XML file to:

support@eqs.com

Include your company name and EQS subdomain in the email for faster processing.

Assign Users to the Application

  1. In your EQS application in Okta, go to the Assignments tab
  2. Click Assign and choose:
    • Assign to People - for individual users
    • Assign to Groups - for entire groups (recommended)
  3. Select the users or groups that should have access to EQS
  4. Click Assign for each selection
  5. Click Done when finished
⚠️ Important: Users must be assigned to the application in Okta to access EQS via SSO. Unassigned users will not be able to log in.

Testing the Integration

  1. Wait for EQS Support to confirm they've configured your SSO settings (usually within 24 hours)
  2. Once confirmed, have a test user navigate to your EQS URL: https://your-company.eqs.com
  3. They should see an "SSO Login" or "Sign in with Okta" option
  4. Click that option to be redirected to Okta for authentication
  5. After successful login in Okta, the user should be redirected back to EQS and logged in
✅ Congratulations! Your Okta SSO integration is complete! Your users can now access EQS using their Okta credentials.
Complete Setup ✓

📚 Additional Resources

Okta Documentation

Official Okta guide for SAML app integration

View Documentation →

EQS Support Center

Get help with your EQS platform

Contact Support →

Video Tutorial

Watch step-by-step Okta SSO setup

Coming Soon →

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