Before getting started:

To configure this integration you'll need to have an Okta account with admin privileges. If you don’t have admin privileges, please contact your account administrator.

Step 1 - Log in to Okta and click on the ‘Admin’ button in the top right corner.

Step 2 - Make sure you’re on the admin dashboard.

If you’re in the Okta Developer Console, please switch to classic UI by selecting ‘Classic UI’ via the dropdown in the top left corner.

Step 3 - Click on ‘Applications’ in the main menu and selectApplications’.
Next, click on the green ‘Add application’ button and then ‘Create New App’.

Step 4 - Select the option ‘Web’ from the platform menu, and select ‘SAML 2.0’ as your sign on method. Then, click ‘Create’.

Step 5 - Enter ‘Turtl’ in the ‘App name’ field and click ‘Next’.

Step 6 - Input these values in SAML Settings

Input the following values, replacing {tenantName} with the name of your Turtl tenant in each case:

Single sign on URL - https://{yourTenant}

Audience URI (SP Entity ID) - https://{yourTenant}

If you're using a custom domain (CNAME), for example, https://turtl.{yourCompany}.com, input the following instead:

Single sign on URL – https://turtl.{yourCompany}.com/user/login/callback

Audience URI (SP Entity ID) https://turtl.{yourCompany}.com

Next, select the following from each dropdown menu:

Name ID format - ‘EmailAddress’.

Application username - ‘Email’.

Leave all the other fields blank and click ‘Next’.

Select ‘I'm an Okta customer adding an internal app’ and clickFinish’.

Step 7 - Setup instructions

You should now be on the ‘Sign On’ tab of the new app.

Before you continue to the setup instructions, make sure to assign access to everyone who needs to use Turtl under the 'Assignments' tab. Anyone who isn't on the list will not be able to access the Turtl app.

Next, go back to the ‘Sign on’ tab and click ‘View Setup Instructions’ further down the page, under ‘SAML 2.0’.

Step 8 - Send this information to and we'll finish the integration for you.

We'll check the details, configure the rest of the integration, and let you know once everything's complete.

Please note:

Only users who already have access to Turtl (i.e. are on the Turtl users list) will be able to log in to Turtl via Okta SSO and will have full access as defined by their role.

Anyone who isn't a Turtl user, but has been assigned access to Turtl via Okta, will be able to view Turtl Docs that are set to the ‘Anyone at my company’ access control.

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