SAML SSO Setup for Okta

With SAML SSO for Okta, your users will be able to login with their Okta login, simplifying and securing their login to the Localize dashboard.

Click here for a general overview of the SAML SSO setup and login processes.

Setting up SAML SSO

The setup is similar for different IdPs. Below we provide the detailed steps for setting up a SAML SSO application using Okta.

Step 1: Enable SAML SSO in Localize

First you'll need to enable the use of SAML SSO across your Localize Organization.

1. Navigate to the Settings page under the Manage Organization menu item.
2. Check the box next to Enable SAML SSO and click Save.

This will display important information for Localize as the Service Provider (SP). You'll use this info later in the process.

Step 2: Create your SAML Application in Okta

Next you'll need to use the information provided by Localize in the SSO Settings panel to create and set up your SAML application at Okta.

1. Open a new browser tab and login to your Okta admin account.
2. Navigate to the Applications tab or area (you may need to switch to Classic mode).
3. Click on Add Application.
4. Click Create New App.
5. Select Web for the Platform.
6. Select the SAML 2.0 option for the Sign on method.
7. Click Create.
8. Enter a name for the app.
9. Set any other options as desired (or keep the defaults).
10. Click Next.
11. The SAML Settings window is displayed.

Step 3: Enter the SAML Settings in Okta

1. Switch to the Localize browser tab.
2. Copy the ACS URL from the Localize SAML settings page.
3. Switch back to the Okta tab.
4. Paste the ACS URL into the Single sign on URL field.
5. Make sure that the Use this for Recipient URL and Destination URL checkbox is selected.
6. Switch to the Localize browser tab.
7. Copy the Entity ID.
8. Switch back to the Okta tab.
9. Paste the Entity ID into the Audience URI field.
10. Update any other settings as required or just leave the defaults.
11. Click Next.
12. Copy the IdP URL from Okta by clicking on your avatar in the upper-right corner of the screen, just below your name.

Step 4: Enter Settings in Localize

1. Switch to the Localize browser tab.
2. Paste the IdP URL into the field at the top of the form.
3. Switch back to the Okta tab.
4. Open and copy the contents of IdP's metadata.xml file.
5. Switch to the Localize browser tab.
6. Paste the contents of IdP's metadata.xml file into the Metadata field.
7. You can optionally select the Enable SAML Encryption checkbox.
8. Click Save.

Step 5: Okta Support Settings

1. Switch to the Okta tab.
2. Select the I'm an Okta customer adding an internal app option.
3. Check the box for This is an internal app that we have created.
4. Click Finish.

Step 6: Assign the App

1. Switch to the Okta tab.
2. Select the Assignments tab.
3. Click on the Assign: Assign to People option and assign the app to the appropriate people in your organization.
4. Do the same for Groups as required (eg. Everyone or specific ones).

Your team members can now log in to their Localize accounts using their Okta logins.