---
title: "SSO Configuration: Okta"
description: This article will walk through how to set up Casebook Single Sign On with Okta.
---

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# SSO Configuration: Okta

## This article will walk through how to set up Casebook Single Sign On with Okta.

### Step 1: Create new App Integration

In this step, you will integrate Casebook as an application in Okta to establish a trust relationship between the applications. 

#### To add a new application in Okta

1. Select **Create new App Integration.**
2. Select **SAML 2.0**, then select **Next.** ![1-Sep-12-2022-06-57-45-92-PM](https://gohub.casebook.net/hs-fs/hubfs/1-Sep-12-2022-06-57-45-92-PM.png?width=688&name=1-Sep-12-2022-06-57-45-92-PM.png)
3. Enter **App Name**, then select **Next**.  (Logo is optional)![2-Sep-12-2022-06-58-25-43-PM](https://gohub.casebook.net/hs-fs/hubfs/2-Sep-12-2022-06-58-25-43-PM.png?width=688&name=2-Sep-12-2022-06-58-25-43-PM.png)
4. In Casebook, copy the **Reply URL** under Step 2.![Screen Shot 2022-09-29 at 11.57.43 AM 2](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202022-09-29%20at%2011.57.43%20AM%202.png?width=688&name=Screen%20Shot%202022-09-29%20at%2011.57.43%20AM%202.png)
5. Back in Okta, in the **Single Sign On URL** field, enter the **Reply URL** you copied previously from Casebook, as shown below. Select **Save**. ![3-Sep-12-2022-07-01-21-16-PM](https://gohub.casebook.net/hs-fs/hubfs/3-Sep-12-2022-07-01-21-16-PM.png?width=688&name=3-Sep-12-2022-07-01-21-16-PM.png)
6. In Casebook, copy the **Identifier** **Entity ID** under Step 1. ![Screen Shot 2022-09-29 at 11.57.43 AM](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202022-09-29%20at%2011.57.43%20AM.png?width=688&name=Screen%20Shot%202022-09-29%20at%2011.57.43%20AM.png)
7. Back in Okta, in the **Audience URI (SP Entity ID)** field, enter the **Identifier** **Entity ID** you copied previously from Casebook, as shown below. Select **Save**.![3 2](https://gohub.casebook.net/hs-fs/hubfs/3%202.png?width=688&name=3%202.png)
8. Leave **Default RelayState** blank.
9. Change the **Name ID Format**  from **Unspecified** to **EmailAddress.![3 2 2](https://gohub.casebook.net/hs-fs/hubfs/3%202%202.png?width=688&name=3%202%202.png)**
10. Change **Application Username** from **Okta Username** to **Email**.![3 2 3](https://gohub.casebook.net/hs-fs/hubfs/3%202%203.png?width=688&name=3%202%203.png)
11. Select **Show Advanced Settings** 
      1. Change **Assertion Signature** to **Unsigned.**
      2. Leave all other settings as they are.![3 2 4](https://gohub.casebook.net/hs-fs/hubfs/3%202%204.png?width=688&name=3%202%204.png)
12. Under the **Attribute Statements** section, add the following values:  
      1. Name = email
      2. Name format = unspecified
      3. Value = user.email ![4-Sep-12-2022-07-08-59-29-PM](https://gohub.casebook.net/hs-fs/hubfs/4-Sep-12-2022-07-08-59-29-PM.png?width=688&name=4-Sep-12-2022-07-08-59-29-PM.png)
13. Select **Next.**
14. On the next step (Feedback) select the following:  
      1. **I'm an Okta customer adding an internal app.**
      2. **This is an internal app that we've created.![5-Sep-12-2022-07-10-52-44-PM](https://gohub.casebook.net/hs-fs/hubfs/5-Sep-12-2022-07-10-52-44-PM.png?width=688&name=5-Sep-12-2022-07-10-52-44-PM.png)**
15. Select **Finish**.
16. Navigate to the **Sign On** tab.
17. Under **SAML Signing Certificates**, select **Actions** in the **SHA-2** row, select **View IdP Metadata**, as shown below. ![6-3](https://gohub.casebook.net/hs-fs/hubfs/6-3.png?width=688&name=6-3.png)
18. Selecting **View IdP Metadata** will automatically open a new tab. Copy the **URL (**keep this handy for a later step) of the new tab.

### Step 2: Assign Users to Application

1. Navigate to the **Assignments** tab.
2. Select **Assign** to add Users or Groups. ![7-3](https://gohub.casebook.net/hs-fs/hubfs/7-3.png?width=688&name=7-3.png)

### Step 3: Add Metadata URL to Casebook

1. Paste the **Metadata URL** (previously copied) into **Step 3 Casebook Metadata.** ![Screen Shot 2022-09-29 at 11.57.43 AM 3](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202022-09-29%20at%2011.57.43%20AM%203.png?width=688&name=Screen%20Shot%202022-09-29%20at%2011.57.43%20AM%203.png)
2. Type **"email"** into **Step 4 Map Your SSO Email Field** in Casebook.
3. Select **Turn on Single Sign On**.![Screen Shot 2022-09-29 at 11.57.43 AM 4-1](https://gohub.casebook.net/hs-fs/hubfs/Screen%20Shot%202022-09-29%20at%2011.57.43%20AM%204-1.png?width=688&name=Screen%20Shot%202022-09-29%20at%2011.57.43%20AM%204-1.png)

 

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