Step 1: Log in to your Okta account > Click 'Applications' as shown in Image 1
Step 2: Click 'Add Applications' and as shown in Image 2
Step 3: Type Humanity in the 'Search bar', Humanity Application will pop up, click 'Add' as shown in Image 3
Step 4: The general settings page will open, copy the sub-domain and paste into 'Sub-domain' field on Okta side > Click 'Next' as shown in Image 4 Note: Sub-domain is the first part of the URL, in this case, it is 'samltest1', this varies from case to case.
Now, you would need to assign Okta users to this application in order to enable them for SSO login to Humanity.
Step 1: Click 'Assign' Icon, then Assign to People or Assign to Groups (depending on your organizational structure on Okta) as shown in Image 10.
Note: In this tutorial, we will assign it to specific people, then a new popup window with a list of Okta users will open.
Step 2: Click 'Assign' for users you want to give an access to Humanity from Okta as shown in Image 11.
Note: An option to set/change Okta User Name will show. It is important to keep the User Name in email format as Humanity SSO is using email to match user profiles between Identity Provider (like Okta) and Service Provider (like Humanity).
Step 3: Click 'Save and Go Back' as shown in Image 12. Repeat these steps for all users you want to assign to the Humanity Application.
Step 4: Click 'Done' when you have finished assigning as shown in Image 13.
Now, you would need to add corresponding users on Humanity.
Step 5: Go to Staff Module, click 'Add Employees' as shown in Image 14.
Step 6: Enter their First Name, Last Name (optional) and Email address as Okta User Name into Email field > Click 'Save Employees' as shown in Image 15. You may also import employees by creating a.CSV file/.XLSX.