Set up SSO with Okta (SAML)

Only available for Premium and Pro accounts.
Only account admins can perform this task.

You need to be an account admin on Perk and Okta to configure a new SSO integration.

  1. Go to Settings > Integrations.
  2. Find the SSO integration and click Start set up.
  3. Select SAML and click New integration.
  4. Open your Okta Admin Console, go to Applications, select Browse App Catalog, and search for Perk.
  5. Click Add Integration and then click Next.

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  6. Click View Setup Instructions.

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  7. From the View Setup Instructions page, copy the IdP entity ID, IdP SSO service URL, and IdP x509 cert.
  8. Go back to the SSO integration page on Perk and paste the copied text from Okta into the relevant fields - IdP entity ID, IdP SSO service URL and IdP x509 cert.
  9. Copy the SP Assertion Consumer Service URL - it should have the format https://tenantId.perk.com/accounts/saml2/callback/applicationid/?acs. - Take note of the bold parts - tenantid and applicationid.
  10. Go back to your Okta App configuration. In the Advanced settings, set the Tenant Id and the Application Id.

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  11. Click Done.
  12. On Perk, click Create integration.

Note: In Okta, you must assign employees or groups who need to access Perk. If you don’t add them, they won’t be able to access Perk using Okta.

For more information about customizing your SSO settings, see Customize SSO settings.

 

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