SAML with Okta
This guide will help you enable SSO from your Okta so your users can securely log into Rely.io without creating new credentials.
Create a new SAML application in the Okta Admin Console
Sign-in to your Okta Admin Console.
On the sidebar, navigate to Applications -> Applications
On the main view, click "Create App Integration" button

In the Modal Dialog, select SAML 2.0 and click Next

Configure SAML Application
Under the General Settings tab
Choose a name of the connection (that name will appear on your Okta apps)
Add application logo (optional)
Click Next
Under the Configure SAML tab
Single sign-on URL set https://auth.rely.io/login/callback/login/callback?connection={CONNECTION_NAME}
Audience URI (SP Entity ID) set
urn:auth0:relyio:{CONNECTION_NAME}
Scroll down to the Attribute Statements section:
Add an attribute statement for
https://app.rely.io/email
with Value set touser.email
Click Next and then Finish to create the application.

Share the Sign on URL and X509 Certificate with Rely.io
To secure the SAML connection, share a certificate with Rely and the Sign-in URL
Share the Sign on URL with Rely.io
Navigate to the previously created SAML application
Select the Sign On tab
On Metadata details, click More details to expand the Sign-on URL
Copy the Sign-on URL and share it with Rely

Share X509 Certificate with Rely
Scroll down to find the SAML Signing Certificates section.
Generate a new certificate via the Generate new certificate button
Find the Active certificate and click Actions
Click Download certificate
Share the certificate with Rely

There you go! You can now use Single Sign-on with Okta and Rely.io.
Sync Okta Groups with Rely (Optional)
You can expose Okta groups with the Rely app. This will allow your Rely users to have their Okta groups in sync with Rely teams. Follow the steps below to expose Okta groups:
In the Okta Admin Console, navigate to Applications and select the newly created SAML application.
Select the General tab
Scroll down to SAML Settings -> Edit
At the Configure SAML tab, scroll down to Group Attribute Statements (optional)
Add groups as names, and filter: Matches regex:
.*
Save

When your users log in to Rely using this SAML connection, the user's groups will be imported into Rely as teams out of the box, allowing your users to communicate, share resources and manage tasks efficiently within a group.
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