Before you start
- An Operata account with admin permissions.
- A SAML 2.0 identity provider (IdP) you administer — for example Okta, Azure AD, OneLogin, or Auth0.
- The list of email domains your users sign in with. Operata routes all listed domains to the same SSO connection.
Operata supports SAML 2.0 only. For non-SAML identity providers, contact your Customer Success Manager.
Steps
1. Email Operata Support
Send a request to Operata Support stating that you want to enable SSO. Specify the Operata Group IDs you want SSO on — production, development, test, or all three. Operata replies with a connection name and the SAML configuration values you need to set on your IdP side.2. Create a SAML 2.0 application on your IdP
Create a SAML 2.0 application in your identity provider using the connection name, sign-in URL, and audience restriction Operata supplies. The IdP-specific steps live in:- Configure Okta as an SSO identity provider — the only IdP with a step-by-step Operata guide today.
3. Export the SAML metadata
Export the SAML metadata XML from your IdP. If your IdP does not support XML export, capture the following values instead:- Sign-in URL.
- X.509 signing certificate in PEM or CER format.
- The email domains that sign in through this connection.
4. Send the metadata to Operata
Reply to the support thread from step 1 with the metadata XML (or the three values from step 3). Operata creates the SSO connector and replies when it is ready to test.5. Joint test with Operata
Operata schedules a call to switch your platform IdP over to the new connector and verifies SSO sign-in end to end with you on the call. Once the test passes, your users sign in through your IdP from then on.Result
A user whose email matches one of the domains you listed visitshttps://app.operata.io, enters their email, and is redirected to your IdP. After authenticating with corporate credentials, the user lands in the Operata console without entering an Operata password.
Related
- Configure Okta as an SSO identity provider — the IdP-specific steps for Okta.