Okta Single Sign-On via SAML

Rather than signing into Dialpad with your Google or Microsoft productivity suite, our Okta integration allows your team to access Dialpad via Okta's single sign-on option (SSO) via SAML.

Let's dive into the details.

To get started, you'll need to access certain URLs and IDs from Okta + Dialpad.

Let's take a look at the steps required using our example domain (lojackphone.com)

Step 1 - Add the application

1. Log into Okta
2. Navigate to Applications
3. Select Browse App Catalog 
4. Search for “Dialpad” and select the Dialpad (SAML, Provisioning) integration
5. Select Add, enter an Application Label 
6. Select Done

That's it! You'll now see the Dialpad application instance created for your org.

Step 2 - Configure Dialpad service provider attributes into Okta

Next, it's time to configure your Dialpad service provider attributes into Okta. 

1. Select Company Settings
2. Select Authentication 
3. Select SAML 
4. Select Okta from the provider drop-down

In the Okta admin tab of the browser, where the Dialpad application was previously configured, navigate to Sign On and click on Edit

Navigate to Advanced Sign-On Settings, and paste the SP (Service Provider) related attributes in the corresponding fields:

Navigate to Credentials Details, choose the Application username format as Email, and click on Save.

Step 3 - Configure Okta identity provider attributes into Dialpad

Now it's time to configure the Okta identity provider attributes into Dialpad. 

From the Okta admin tab of the browser, where the Dialpad application was previously configured:

1. Navigate to the Sign On tab 
2. Select View Setup Instructions                                                                                  
3. Take note of the IDP Entity ID(Issuer), IDP SSO URL, and Certificate
   1. That the actual values would differ, reflecting your org URL in Okta
4. Navigate back to your Okta SAMLConfiguration page on the Dialpad web portal to paste in your values and save your changes.

Step 4 - Login with Okta

To make life nice and easy, Users can log in with Okta right from their Dialpad app (desktop + mobile), or web portal. 

Login with another provider                                                                                  

1. Enter the domain of your Company      
2. Enter your Okta credentials 
3. Select Sign In