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.
This guide covers SAML 2.0. For an OpenID Connect (OIDC) identity provider, see Configure an OIDC identity provider for SSO.
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.
- Configure an OIDC identity provider for SSO — SSO through Okta, Microsoft Entra ID, or PingFederate over OpenID Connect.