If your business supports SAML2 providers, then you can leverage Automatic Sign-up so any user that belongs to your organisation is able to automatically create a Screenloop account.
Navigate to Settings > Authentication and choose the SAML2 provider for automatic sign-up.
Setup SAML2 using OKTA provider
If you want your organization to sign in with a SAML2 Identity Provider, select the SAML2 Setup and follow the next steps:
1. Create Okta Application
In Admin > Applications, click on the “Create App Application” button:
A popup will show up and in the Sign-in method choose “SAML 2.0” as shown below, and click Create:
It will redirect you to a form for creating the SAML integration. In the first step, General Settings, fill the App Name field with “Screenloop” and click Next (you may optionally include an App logo).
In the next step, SAML Settings, fill the form with the following settings (the fields not mentioned below should be left with their default values):
Single sign-on URL: https://app.screenloop.com/auth/saml/auth
Audience URI (SP Entity ID): https://app.screenloop.com/auth/saml/metadata
Name ID format: Transient
Application username: Email
Update application username on: Create and update
The General section should look like the screenshot below:
The Attributes Statements section should be filled up to match the screenshot below:
Finally, scroll to the bottom of the page and click on Next to continue. On the Feedback section select, “I'm an Okta customer adding an internal app” and press Finish.
You will be redirected to the Screenloops Application page in the Sign On section. Click on the link Identity Provider metadata and save the Metadata XML (File > Save As).
2. Setup SSO in Screenloop
Sign in to your Admin account in Screenloop and navigate to Settings > Authentication.
In the SSO via SAML2 page, click on Upload File and upload the Metadata XML from the previous step.
Once uploaded, in the Provisioning section, click on the toggle to enable Just In Time Provisioning, so that provisioned accounts are created for users whenever they try to sign in for the first time using this authentication method.
And you have now enabled users to sign into Screenloop with Okta. Congratulations!