--- title: How to set up Single Sign-On (SSO) with Okta for Avoma description: Use Avoma's SSO with Okta for streamlined access management and unified login experience for your users --- [Skip to content](https://help.avoma.com/setup-up-single-sign-on-sso-with-okta-oidc-for-your-avoma-accounts#main-content) English Show submenu for translations ![Avoma-Logo](https://help.avoma.com/hs-fs/hubfs/Product%20Newsletter%20Asset/Pricing%20email%20groups/Avoma-Logo.png?width=160&height=37&name=Avoma-Logo.png) - [Blog](https://www.avoma.com/blog) - Product Show submenu for Product - [AI Meeting Assistant](https://www.avoma.com/ai-meeting-assistant) - [Scheduler and Lead Router](https://www.avoma.com/scheduler-lead-router) - [Conversation Intelligence](https://www.avoma.com/conversation-intelligence) - [Revenue Intelligence](https://www.avoma.com/revenue-intelligence) - [Schedule a Demo](https://www.avoma.com/demo) Open main navigation Close main navigation - [Blog](https://www.avoma.com/blog) - Product Show submenu for Product - [AI Meeting Assistant](https://www.avoma.com/ai-meeting-assistant) - [Scheduler and Lead Router](https://www.avoma.com/scheduler-lead-router) - [Conversation Intelligence](https://www.avoma.com/conversation-intelligence) - [Revenue Intelligence](https://www.avoma.com/revenue-intelligence) - [Schedule a Demo](https://www.avoma.com/demo) - English Show submenu for translations - [Home](https://www.avoma.com/) [Home](https://www.avoma.com/) How can we help you today? - There are no suggestions because the search field is empty. 1. [Avoma Help Center | Documentation, Guides & Support](https://help.avoma.com/?hsLang=en) 2. [Avoma Configuration (Admins)](https://help.avoma.com/avoma-configuration-admins?hsLang=en) 3. [Authentication](https://help.avoma.com/avoma-configuration-admins?hsLang=en#authentication) # How to set up Single Sign-On (SSO) with Okta for Avoma ## Use Avoma's SSO with Okta for streamlined access management and unified login experience for your users Avoma supports Single Sign-On (SSO) using Okta to help you manage access across your organization securely. You can configure SSO using either the OIDC or SAML 2.0 protocol, based on your organization’s preference. This guide walks you through the steps to integrate Okta with Avoma using both options. Once SSO is enabled, users will only be able to log in using SSO. Other login methods — including Google or Microsoft sign-in, will be disabled. ### **Prerequisites** Before you begin: - You must be on the **Organization plan or higher** in Avoma - You must have **Admin privileges** in Avoma to request SSO setup - You must be an **Admin in Okta** to configure the integration - Your users should be provisioned in Okta and assigned to the Avoma app - You’ll need to share configuration values (Client ID, Secret, or Metadata) with Avoma Support or your Customer Success Manager **Note:** Once SSO is enabled for your organization: - Users will only be able to log in using SSO - Other login methods (e.g. Google or Microsoft) will be disabled While we recommend Okta Open ID Connect (OIDC) as the preferred authentication protocol for SSO with Avoma, we also support SAML 2.0 authentication protocol.  1. [Setting up SSO for Avoma with Okta OIDC](https://help.avoma.com/setup-up-single-sign-on-sso-with-okta-oidc-for-your-avoma-accounts#oidc-okta) 2. [Setting up SSO with Okta SAML 2.0](https://help.avoma.com/setup-up-single-sign-on-sso-with-okta-oidc-for-your-avoma-accounts#okta-saml) You can choose either ways to setup SSO.  ### **Option 1: Set up SSO using Okta with OIDC (Recommended)** If your organization uses Okta as its identity provider, we recommend setting up SSO with **OpenID Connect (OIDC)**. This modern authentication protocol is fully supported by Avoma and offers enhanced security and performance. The setup includes two steps: 1. Create an OIDC app in Okta 2. Share your configuration details with Avoma #### **Step 1: Create an OIDC app in Okta** 1. Log in to your **Okta account > Admin > Applications section**. ![Screenshot 2025-08-23 at 12.02.01 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.02.01%20PM.png?width=291&height=599&name=Screenshot%202025-08-23%20at%2012.02.01%20PM.png) 2. Click on **Create App Integration** ![Screenshot 2025-08-23 at 12.03.30 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.03.30%20PM.png?width=670&height=212&name=Screenshot%202025-08-23%20at%2012.03.30%20PM.png) 3. Choose: - **Sign-in method**: OIDC – OpenID Connect - **Application type**: Web Application Click **Next** 4. **In General Settings choose: ** - **App name: Avoma (OIDC)** - **Grant type: Authorization Code (with PKCE)** ![Screenshot 2025-08-23 at 12.16.41 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.16.41%20PM.png?width=670&height=345&name=Screenshot%202025-08-23%20at%2012.16.41%20PM.png) 5. In the Login section, 1. Enter **https://app.avoma.com/okta/oidc** in the **Sign-in redirect URIs** field. If you also use mobile app , Add additional URI  "**com.avoma:/callback**" in the **Sign-in redirect URIs** field 2. Enter **https://app.avoma.com/login** in the **Sign-out redirect URIs** field ![Screenshot 2025-08-23 at 12.19.26 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.19.26%20PM.png?width=670&height=298&name=Screenshot%202025-08-23%20at%2012.19.26%20PM.png) 6. In the controlled access section, choose “**Skip group assignment for now**“ ![Screenshot 2025-08-23 at 12.20.30 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.20.30%20PM.png?width=670&height=369&name=Screenshot%202025-08-23%20at%2012.20.30%20PM.png) 7. Click **Save**. A custom OIDC Okta app will be created. Continue to configure the app and assign users to it. 8. **Make note of the Client credentials** - *Client ID* and *Client Secret*. 9. Go back to the new app and  look for the **LOGIN** in the **General** tab. 10. In the “**Login initiated by**” section, select “**Either Okta or app**”. 11. For **Application Visibility**, select “Display application icon to users“ 12. For **Login flow**, select **Redirect to app to initiate login (OIDC Compliant)**. 13. For **Initiate login URI**, enter: **https://app.avoma.com/oidc/login** ![Screenshot 2025-08-23 at 12.07.08 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.07.08%20PM.png?width=670&height=592&name=Screenshot%202025-08-23%20at%2012.07.08%20PM.png) 14. Click **Save**. 15. Click the **Sign On** tab and go to the **Open ID Connect ID Token** section. 16. For the **Issuer URL**, select Okta URL. Make a note of it. The URL usually appears in the following format: https://.okta.com. ![Screenshot 2025-08-23 at 12.33.12 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.33.12%20PM.png?width=670&height=202&name=Screenshot%202025-08-23%20at%2012.33.12%20PM.png) 17. Now go to the **Assignments** tab and assign the app users and/or groups that should have access to Avoma. ![Screenshot 2025-08-23 at 12.33.54 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.33.54%20PM.png?width=670&height=274&name=Screenshot%202025-08-23%20at%2012.33.54%20PM.png) #### **Step 2: Share your OIDC details with Avoma** Currently, Avoma sets up an SSO on your behalf for your organization. Please contact **Avoma Support** or your **Customer Success Manager** and provide the following details: 1. Client ID 2. Client Secret 3. Issuer URL Once Avoma has configured SSO for you, you will receive a confirmation. Avoma will also terminate the existing sessions for all your users so that they can freshly log in using SSO. Your users can then start using the SSO option on the Avoma login screen to access their accounts.  --- ### **Option 2: Setting up SSO with Okta SAML 2.0** #### Setting up SSO for Avoma with Okta SAML is a two step process. 1. Create an Avoma app in Okta with SAML 2.0 option 2. Provide details to set up Okta SAML SSO in Avoma. #### **Step 1 : Create an Avoma app in Okta with SAML 2.0 option** **Prerequisite :** You must be an admin in Okta to be able to set up Avoma app in Okta for SSO 1. Log in to your Okta account > Admin > Applications section. ![Screenshot 2025-08-23 at 12.02.01 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.02.01%20PM.png?width=381&height=785&name=Screenshot%202025-08-23%20at%2012.02.01%20PM.png) 2. Click on Create App Integration ![Screenshot 2025-08-23 at 12.03.30 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.03.30%20PM.png?width=670&height=212&name=Screenshot%202025-08-23%20at%2012.03.30%20PM.png) 3. Select "SAML 2.0" as the Sign-In Method and "Web Application" as the Application Type. Then click on the "Next" button. ![](https://help.avoma.com/hs-fs/hubfs/image-png-Jul-31-2024-05-52-14-2753-AM.png?width=670&height=396&name=image-png-Jul-31-2024-05-52-14-2753-AM.png) 4. Enter the **App Name** on the next screen and hit Next.  ![Screenshot 2025-08-23 at 12.36.32 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.36.32%20PM.png?width=670&height=300&name=Screenshot%202025-08-23%20at%2012.36.32%20PM.png) 5. In the SAML settings section , enter "**https://prod-api.avoma.com/saml2/acs**" in the **Single sign-on URL **and enable the checkbox .  6. In the **Audience URI** and **Default Relay state** enter "**https://app.avoma.com**" .  7. Select "Email Address" for the **Name ID format**  **,** 8. Select "Email" for **Application User Name** 9. Select  "Create and Update" for **Update Application Username on** setting.  ![Screenshot 2024-08-05 at 3.02.40 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202024-08-05%20at%203.02.40%20PM.png?width=670&height=551&name=Screenshot%202024-08-05%20at%203.02.40%20PM.png) 10. In the **Attribute Statements section**, enter values as shown below ![](https://help.avoma.com/hs-fs/hubfs/image-png-Jul-31-2024-06-00-37-1617-AM.png?width=670&height=373&name=image-png-Jul-31-2024-06-00-37-1617-AM.png) 11. Scroll down to click Next. 12. Select "**It's required to contact vendor to enable SAML**" and click Finish.  ![Screenshot 2025-08-23 at 12.39.50 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.39.50%20PM.png?width=670&height=484&name=Screenshot%202025-08-23%20at%2012.39.50%20PM.png) 13. Your SAML app creation is complete. You will be shown a screen with details about the **Metadata URL and Issuer.** Copy the Metadata URL and Issuer.  ![](https://help.avoma.com/hs-fs/hubfs/image-png-Oct-29-2024-06-19-38-2520-AM.png?width=670&height=545&name=image-png-Oct-29-2024-06-19-38-2520-AM.png) 14. Now go to the **Assignments** tab and assign the app users and/or groups that should have access to Avoma. ![Screenshot 2025-08-23 at 12.42.22 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-08-23%20at%2012.42.22%20PM.png?width=670&height=286&name=Screenshot%202025-08-23%20at%2012.42.22%20PM.png) 15. SAML Settings should look like this when you click on the "General" Tab in the UI ![Screenshot 2025-09-12 at 11.45.30 PM](https://help.avoma.com/hs-fs/hubfs/Screenshot%202025-09-12%20at%2011.45.30%20PM.png?width=670&height=841&name=Screenshot%202025-09-12%20at%2011.45.30%20PM.png) #### **Step 2: Provide details to set up Okta SAML SSO in Avoma** Currently, Avoma sets up an SSO on your behalf for your organization. Please contact **Avoma Support** or your **Customer Success Manager** and provide the following details: - **Metadata URL copied in Step 1** - **Issuer copied in Step 1** Once Avoma has configured SSO for you, you will receive a confirmation. Avoma will also terminate the existing sessions for all your users so that they can freshly log in using SSO. 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