To set up Okta SAML you will need to follow the below process:

Prerequisite: Before starting this setup please reach out to Beamery Support to get the metadata for your SSO 

1. Sign-in to the Okta Admin site. 

2. Select the “Applications” page

3. Above the search bar, click the green “Create App Application” button

5. In the “Create New App Integration” view, leave “Platform” as “Web” and for “Sign on method” select “SAML 2.0”

6. On the bottom right, click the “Create” button

7. Go to “General Settings” page

8. Set the App name as Beamery and logo as below image:

9. Set any App visibility setting you wish, click "Next"

10. In the “SAML Settings” Page, fill in the details as provided by Beamery Support

• Single sign-on URL = https://api.sandbox.beamery.com/sso/v1/assert/CLIENTNAME
• Audience URI (SP Entity ID) = https://api.sandbox.beamery.com/sso/v1/metadata?lp=CLIENTNAME&xcp=20250925
• Name ID format = EmailAddress
• Application username = the user's named email address (i.e. name@company.com)
  • Often the user's email address is the "Okta username", other times it could be the "EmailAddress", if it is not either of those then you can select the "Custom" option and add the expression "user.email"

11. Click "Next" and complete the feedback form. You should then be taken to the Sign On settings page for the newly created app.

12. In the middle of the page, click the “Copy” button under the Metadata URL and provide the metadata URL to the Beamery team.

15. Provide these three things to Beamery to complete the integration!