Guide

How to setup SSO
with Okta

BlueTally lets you save time and headaches with our Single Sign-on integration with Okta that lets your team members log in and use the app without the need to manually create accounts and new passwords.

Log in to your Okta account

1
Click on "Applications", then on "Applications"
SCIM with Okta Integration | BlueTally
2
Click on "Create App Integration"
SSO with Okta integration | BlueTally
3
Select "SAML 2.0"
SSO with Okta integration | BlueTally
4
Enter a name for the application (such as 'BlueTally SAML SSO'), upload our App Icon and click "Next"
SSO with Okta integration | BlueTally
5
Enter

"https://app.bluetallyapp.com/users/auth/saml_SSOID/callback" in the Single sign on URL field,"https://app.bluetallyapp.com/users/auth/saml_SSOID/metadata" in the Audience URI field,"https://app.bluetallyapp.com/" in the Default RelayState and scroll down(replace SSOID with the SSO ID from your BlueTally account settings)

SSO with Okta integration | BlueTally
6
Change the Application Username to "Email" and scroll down
SSO with Okta integration | BlueTally
7
Add an attribute with the name "first_name" and value "user.firstName", another attribute with the name "last_name" and value "user.lastName" and scroll down
SSO with Okta integration | BlueTally
8
Click on "Next"
SSO with Okta integration | BlueTally
9
Select the first option, and scroll to the bottom of the page
SSO with Okta integration | BlueTally
10
Click on "Finish"
SSO with Okta integration | BlueTally
11
Now enter the "Webhook URL" you copied earlier into your BlueTally settings under Slack
SSO with Okta integration | BlueTally
12
Copy the "Identity Provider Single Sign-On URL" and note it down for later.
SSO with Okta integration | BlueTally
13
Go to your BlueTally account settings and paste in the "Identity Provider Single Sign-On URL", upload the certificate and decide on which role you'd like new users to have by default.
SSO with Azure Active Directory | BlueTally

That's it! Once you upload these details into your account settings, we'll complete the setup on our end - this can take up to 24 hours. You'll receive an email when everything is ready.

Once SSO has been setup on your account, giving new users access to BlueTally will be done in the Okta application you just created. The same goes for removing user access. New users will only appear in the Account User list in BlueTally after they've signed in for the first time.

If you have any questions regarding this integration, send us an email to support@bluetallyapp.com and we'll assist you with your setup!

You can also receive notifications directly to Microsoft Teams and Slack, integrate BlueTally with Intune, or into your existing workflows by using our powerful API.