If you are a customer of Okta, you can use the Funnel Okta Integration from the Okta Integration Network (OIN) for easily setting up SAML SSO.
Before you begin
Make sure that Single Sign-On is included in your Funnel price plan. If you have any questions, contact Funnel Support from the Help menu in the Funnel app.
Supported features
SP-initiated SSO, from app.funnel.io
IdP-initiated SSO
For more information on the listed features, visit the Okta Glossary.
Set up Okta SSO
In the Funnel Subscription overview, go to Authentication and click Generate setup link to get a link to the configuration portal and the Connection Name you need when you set up the App Integration in Okta.
2. In Okta, find Funnel.io in the App Catalog and paste the Connection Name under General Settings:
3. In Okta, copy the Metadata URL from Sign On > Settings:
4. Use the link you generated in the Funnel app to open the configuration portal. Choose Custom SAML as your Identity Provider:
5. Skip Step 1: "Create Application" in the configuration flow, because you don't need it when you use the Okta App Integration. Instead, go to Step 2: "Configure Connection" and paste the Metadata URL:
6. Click Test Connection to make sure the integration was set up successfully, then click Enable Connection:
7. Once the connection has been enabled, contact Funnel Support from the Help menu in the Funnel app to finalize the setup. Funnel Support needs the following information from you before you can use the connection in Funnel: * Do you want to enable IdP-initiated SSO? * Do you want to enable SP-initiated SSO with Home Realm Discovery? If so, for which domain(s) would you like this enabled?
What to expect
After Funnel Support finalizes the setup, you can use the Okta connection to sign in to Funnel.
If you have any questions, contact Funnel Support from the Help menu in the Funnel app.