Set up OKTA Single Sign On (SSO)

Set up OKTA SSO so your employees can log into Bob using their OKTA account credentials.


Note: For any SSO integration to work, the employee email set in Bob must match exactly the email as defined by the SSO provider.

How to set up OKTA Single Sign-On 

Step 1: In Bob

  1. From the left menu, select Settings > Integrations.
  2. Select SSO (Single Sign-on) from the menu.
  3. Click Connect on the OKTA tile.
  4. Click Copy Customer ID.

Step 2: In OKTA

  1. Select Admin dashboard,
  2. Search for Bob
  3. Click Add.
  4. Paste the customer ID from Bob
  5. Click Next.
  6. Assign your employees.
  7. From the Sign On tab, copy the Identity Provider metadata.

Step 3: In Bob

  1. On the Bob OKTA configuration, paste the Identity Provider metadata in the Identity Provider metadata URL field.
  2. Click Enable.

Note: When using SSO, employees also need to be invited to access Bob. To learn more, see Part 3: Invite an employee, launching Bob.