Setting Up Single Sign-On with Okta

This article will run you through how to set up SSO between Okta and Holistiplan

Okta Admin Setup

2. Next set the Sign-in method as SAML 2.0

3. On the first setup page, give the app a name and add a logo if desired.

4. Next in the SAML Settings page, you will want to fill in the Entity ID and the Assertion Consumer Service URL as written and shown below. Please reference the screenshot below as well for all additional configuration settings.

Entity ID: https://app.holistiplan.com

Assertion Consumer Service URL: https://app.holistiplan.com/sso/complete/saml/

5. Finally, once the configuration is complete, download your IDP metadata file as you will need it for the Holistiplan Firm Admin Setup next.

This concludes the Okta portion of the SSO configuration. Now please log in to your Holistiplan app, where the rest of the set up will take place. 

Holistiplan Firm Admin Setup

1. Open your Holistiplan Application and navigate to Settings > Security Settings. Scroll to the bottom of the page and make sure that SSO Self Serve is enabled as seen below.

2. Once this has been enabled scroll back up where you should now see the SSO configuration box where you can begin your configuration.

3. Select Okta as your Identity Provider

4. Click on the Okta Settings button

5. Next click on Import from XML and upload the xml metadata file we downloaded from Entra ID in step 9 of the Entra ID Setup section

This will auto-populate the following fields, and should look something like this afterwards. Then press Submit.

6. Finally either select Enable SSO or SSO Only (no passwords) based on your firms preference

After this your setup is complete! Feel free to log out and log back in via SSO.

If you're still experiencing any issue or having any trouble with this setup, reach out to support@holistiplan.com