--- title: How do I set up an Okta Integration? description: This guide will walk you through how to set up an Okta integration for identity management & security upon logging in to Tradable Bits. --- [Skip to content](https://resources.tradablebits.com/support/okta-integration#main-content) English Show submenu for translations ![tradable-bits-long-logo-for-download.png\]](https://resources.tradablebits.com/hs-fs/hubfs/tradable-bits-long-logo-for-download.png?height=40&name=tradable-bits-long-logo-for-download.png) Open main navigation Close main navigation - English Show submenu for translations How can we help? - There are no suggestions because the search field is empty. 1. [Resources](https://resources.tradablebits.com/support?hsLang=en) 2. [Integrations](https://resources.tradablebits.com/support/integrations?hsLang=en) # How do I set up an Okta Integration? ## This guide will walk you through how to set up an Okta integration for identity management & security upon logging in to Tradable Bits.   ### ![Okta Login](https://resources.tradablebits.com/hs-fs/hubfs/Okta%20Login.png?width=688&height=398&name=Okta%20Login.png) #### What you will need: - Someone with an account that has access to add Applications to your Okta back-end. ### Part 1: Adding Tradable Bits as an Application #### Step 1:Go to your Admin Dashboard. Go to **Applications \> Applications**. ![Step 1 for Okta Integration](https://resources.tradablebits.com/hs-fs/hubfs/Step%201%20for%20Okta%20Integration.png?width=688&height=277&name=Step%201%20for%20Okta%20Integration.png) #### Step 2: Click on **Browse App Catalog** #### ![Okta Integration Step 2](https://resources.tradablebits.com/hs-fs/hubfs/Okta%20Integration%20Step%202.png?width=688&height=276&name=Okta%20Integration%20Step%202.png) #### Step 3: In the Search Bar, search for **Tradable Bits** ![Okta Integration Step 3](https://resources.tradablebits.com/hs-fs/hubfs/Okta%20Integration%20Step%203.png?width=688&height=277&name=Okta%20Integration%20Step%203.png) #### Step 4: **+ Add Integration** ![Okta Integration Step 4](https://resources.tradablebits.com/hs-fs/hubfs/Okta%20Integration%20Step%204.png?width=688&height=276&name=Okta%20Integration%20Step%204.png) #### Step 5: Click on your app. Then, click on the **Sign On** tab. #### ![Okta Integration Step 5](https://resources.tradablebits.com/hs-fs/hubfs/Okta%20Integration%20Step%205.png?width=688&height=277&name=Okta%20Integration%20Step%205.png)Step 6: Scroll down to the SAML Signing Certificates section and click on SAML Setup - **View SAML setup instructions** button. ![Okta Integration Step 6](https://resources.tradablebits.com/hs-fs/hubfs/Okta%20Integration%20Step%206.gif?width=688&height=323&name=Okta%20Integration%20Step%206.gif) ### Part 2: Configuring SSO with Tradable Bits To configure your SSO please follow [Configuration Steps 1-5 listed on the View SAML setup instructions button](https://saml-doc.okta.com/SAML_Docs/How-to-Configure-SAML-2.0-for-Tradable-Bits.html?baseAdminUrl=https://dev-876315-admin.okta.com&app=tradablebits&instanceId=0oa93p10fQfRr4gFH4x6). > The most important step to share with your Customer Success Manager is your Metadata file. Please copy and paste the following to your CSM. > ![The most important step to share with your Customer Success Manager is your Metadata file. Please copy and paste the following to your CSM.](https://resources.tradablebits.com/hs-fs/hubfs/The%20most%20important%20step%20to%20share%20with%20your%20Customer%20Success%20Manager%20is%20your%20Metadata%20file.%20Please%20copy%20and%20paste%20the%20following%20to%20your%20CSM..png?width=688&height=276&name=The%20most%20important%20step%20to%20share%20with%20your%20Customer%20Success%20Manager%20is%20your%20Metadata%20file.%20Please%20copy%20and%20paste%20the%20following%20to%20your%20CSM..png) > If clicking on the "View SAML setup instructions" button doesn't redirect you correctly, you can also view your Metadata file by choosing "**Actions \> View IdP metadata**. > > ![If clicking on the "View SAML setup instructions" button doesn't redirect you correctly, you can also view your Metadata file by choosing "Actions > View IdP metadata."](https://resources.tradablebits.com/hs-fs/hubfs/If%20clicking%20on%20the%20%22View%20SAML%20setup%20instructions%22%20button%20doesn't%20redirect%20you%20correctly%2c%20you%20can%20also%20view%20your%20Metadata%20file%20by%20choosing%20%22Actions%20%3E%20View%20IdP%20metadata.%22.png?width=688&height=210&name=If%20clicking%20on%20the%20%22View%20SAML%20setup%20instructions%22%20button%20doesn't%20redirect%20you%20correctly%2c%20you%20can%20also%20view%20your%20Metadata%20file%20by%20choosing%20%22Actions%20%3E%20View%20IdP%20metadata.%22.png) Once you supply your Metadata file to your CSM, they will get back to you with your Customer ID value. ### To input your customer ID value: 1. Go back to your Tradable Bits Application 2. Go to the Settings section and click **Edit** ![Okta Integration: Input your customer ID value Step 2](https://resources.tradablebits.com/hs-fs/hubfs/Okta%20Integration:%20Input%20your%20customer%20ID%20value%20Step%202.png?width=688&height=278&name=Okta%20Integration:%20Input%20your%20customer%20ID%20value%20Step%202.png) 3\. Scroll down to Advanced Sign-on Settings. In the field beside Customer ID **enter the customer ID provided to you by Tradable Bits.** ![Scroll down to Advanced Sign-on Settings. In the field beside Customer ID enter the customer ID provided to you by Tradable Bits.](https://resources.tradablebits.com/hs-fs/hubfs/Okta%20Integration:%20Input%20your%20customer%20ID%20value%20Step%203.png?width=688&height=275&name=Okta%20Integration:%20Input%20your%20customer%20ID%20value%20Step%203.png) 4. **Click Save.** **Still need assistance? 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