Single Sign-On (SSO) Setup Guide

Prerequisites

• Active Pro Plan subscription
• Team owner permissions
• Okta administrator access

Definitions

• Identity Provider (IdP) - This is your Identity Provider (Okta).
• Service Provider (SP) - This is businesscards.io

Supported Features

• IdP initiated SSO (Through Okta)

  This method should be utilized by all new users signing into businesscards.io for the first time.

• SP initiated SSO

  If you have previously logged in using the IdP-initiated flow, you can directly log in to BusinessCards.io through our SSO sign-in page.

• JIT (Just-In-Time) Provisioning

  A SAML-based method of creating a user's account the first time that they sign in.

Available Authentication Methods

Steps to setup SSO on your account:

1. You need to be subscribed to our Pro plan to use SSO.
2. You need to be the owner of the team to set up SSO.
3. Sign in to your Okta administrative portal.
4. Once signed in, click Applications in the left-hand sidebar, and then Browse App Catalog near the top of the resulting page.
5. Search for businesscards in the search bar, and then click the businesscards integration from the results.
6. Click the Add Integration button to add the businesscards.io integration to your Okta instance.
7. When the app integration is added to your Okta instance, you will be redirected to the applications assignments page. Click on the Sign On tab and copy the metadata URL.
8. Sign in to your businesscards.io account, click on integrations on your team page.
9. Click on settings under Okta SSO integration.
10. To create a new SSO setting, paste the metadata URL you copied from Okta admin portal. Adding XML metadata is not required. Save the settings.
11. Go to assignment tab of your okta application to assign the app to your team members.
12. You and your team members can now log in to your businesscards.io team account. To sign in, simply click on the SSO sign-in page on businesscards.io, or you can also sign in directly from Okta. New users must initially sign in via Okta, but after their account is created, they can choose either sign-in method.