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Enable SSO With Okta as the Identity Provider

Enabling single sign-on (SSO) for your domain within Help Scout allows your Users to easily and securely log in to their accounts. This article will help you get set up if your IdP is Okta. For more general information on adding and using SSO with Help Scout, check out Enable SSO in Your Account. The SSO feature is available on the Pro plan or as an add-on to the Plus plan.

In this article

What is SSO?

Single sign-on (or SSO) is a way to authenticate and log in to an application with just one set of credentials, rather than having to set up multiple usernames and passwords across different platforms. It's a more secure process and prevents potentially losing or forgetting log in credentials since it's stored through another service. 

SAML is an open standard for allowing single sign-on between 2 systems: A Service Provider (that's Help Scout) and an Identity Provider (that's the system storing your organization's user database e.g. Okta, OneLogin etc.).

Set up SSO with Okta

This section explains step by step how to configure SAML Single Sign-On between Help Scout and Okta as the Identity Provider. 

Note: Service Provider (Help Scout) provisioning is not supported. Accounts should be created first in the IdP or Help Scout, and then authenticated via the IdP prior to logging in to Help Scout. 

You'll need to be the Account Owner or an Administrator to get this setup for your account.

Manage > Company > Authentication.

Do not toggle Enable SAML just yet! Take note of the Post-back URL and the Audience URI at the bottom of the page in your Help Scout account. You will need to copy and paste this information into Okta. You'll come back to this page to Enable SAML before the end.

Admin Applications (menu) > Applications (item) Add Application Create New App Web SAML 2.0 Create Help Scout Browse Upload Logo Next Post-back URL Single sign on URL Audience URI Audience URI (SP Entity ID)

Scroll down to the ATTRIBUTE STATEMENTS (OPTIONAL) section on this same page. Add 3 attributes here as shown below, then click Next.

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Name Name Format Value Are you a customer or a partner? I'm an Okta customer adding an internal app Finish Assignments Sign On View Setup Instructions Identity Provider Single Sign-On URL X.509 Certificate Manage > Company > Authentication Enable SAML Force SAML Sign-in always Save

Single-sign on with Okta is now configured! Your users can now log in to Okta to connect to Help Scout. 

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