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🔐 SAML via Okta

🤔 What Is SAML?

SAML is an important security standard that allows Taskade users to log in securely without remembering and managing multiple passwords. SAML can be set up with Okta, Azure, Google Workspace, and other identity providers. Follow the instructions below to configure SAML for your organization.

💡 Note: If your team is already using Taskade, your identity provider will take ownership of those accounts. Please inform your team before enabling SAML.

 

🛠️ Configure with Okta

  • Requirements

    • The main account must be set up with a company email address.
    • Personal email accounts are not allowed.
    • Your email must be verified.
    • This feature is only available on our Ultimate and Enterprise plans.

 

🔵 Okta Setup

Go to Applications on your Okta dashboard and select "Create App Integration."

saml-okta-1a.png

 

Choose SAML 2.0 and click"Next."

saml-okta-1.png

 

In General Settings, Enter "Taskade" under "App name" and upload a logo (optional).

saml-okta-2.png

 

On the "Configure SAML" screen (section A), enter the following information:

  • Single sign-on URL: https://www.taskade.com/saml/sso/login/callback

    • Important: Keep "Use this for Recipient URL and Destination URL" checked.

  • Audience URI (SP Entity ID): https://www.taskade.com/saml/sso/metadata

  • Name ID format: EmailAddress

saml-okta-3.png

 

Go to "Attribute Statements (optional)" and add the following details:

    • Name: email
    • Value: user.email

saml-okta-4.png

 

Once you're done, scroll down and click "Next." When prompted, select "I'm an Okta customer adding an internal app".

💡 Note: When asked "Which app pages did you consult to configure SAML?", use the following link: https://help.taskade.com/hc/en-us/articles/12080350070547. Repeat the step for "Did you find SAML docs for this app?"

Once you're done, scroll down and click "Finish."

 

On the following page, find "SAML Setup" on the right and click "View SAML setup instructions." Keep this page open.

saml-okta-5.png

 

🟢 Taskade Setup

💡 Note: Make sure you've read the requirements before completing these steps.
  1. Visit https://taskade.com/settings and navigate to the Organization tab
  2. Enter the following information on the security screen: Domain: Enter your company's domain, e.g., company.com without "https://" or "www."
    • SSO URL: Paste the "Identity Provider Single Sign-On URL" from the Okta setup instructions page.
    • IDP ISSUER: Paste the "Identity Provider Issuer" from the Okta setup instructions page.
    • IDP PUBLIC SIGNING CERT: Paste the "X.509 Certificate" from the Okta setup instructions page.
  3. Next, select one or more workspaces you'd like people to SSO into.
      • Important: Selected workspaces must be upgraded to the Unlimited Plan. ; you must select at least one workspace. If you'd like to add or remove a workspace from SSO, contact support@taskade.com.
  4. Finally, click on "Configure" when you're done.

     

Once you've configured SAML for your organization, ensure that Taskade is assigned to individuals or groups in your directory inside the Okta Dashboard.

 

Congratulations! 🥳 Anyone with an email address in your business's domain can now go to https://taskade.com/login and choose "Sign In with Single Sign-On" to sign in with Okta.

 

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