Planned Maintenance: Please be advised that our platform is temporarily unavailable for maintenance on May 29th 2:00 AM EDT - 7:00 AM EDT.

Setting up Okta for Firmex SSO

Create an application with SSO options

  1. Log in to Okta as an administrator.
  2. Select Applications.
  3. Click Add Application.
  4. Click Create New App.
  5. Select Web as Platform and SAML 2.0 as your Sign on method and click Create.
  6. Name your application and click Next.

Enter the following details:

  • For Single sign on URL enter the Reply URL
  • For Audience URL enter
  • Leave Default RelayState blank.
  • Select Name ID format as x509SubjectName.
  • For Application username choose Email.
  • Click Next.
  • In the Feedback section s elect first option and click Finish.

Enable access to the application to users

  1. Select Assignments.
  2. Select Groups.
  3. Click Assign and select Assign to  Groups.
  4. Assign to Everyone.

Get data to setup SSO on Firmex side

  1. Select Sign On.
  2. Click View Setup Instructions.
  3. Copy the value for Identity Provider Single Sign-On URL as it will be used as Identity Provider URL.
  4. Copy the value for Identity Provider Issuer as it will be used as Entity ID.
  5. Copy the value for X.509 Certificate as it will be used as Public Key Certificate

Proceed to configure the Firmex side.

From the Blog

More Virtual Data Room Insights

Can't find what you're looking for?

Get instant answers to the most common questions and learn how to use Firmex like a pro. If you need immediate help, reach our support team 24/7 using the link below:

Submit a Request