Want to connect Okta with Tallyfy? You’ll be setting up SAML-based Single Sign-On (SSO) that handles user authentication and creates accounts automatically. Takes about 30 minutes.
Requirements
Okta administrator account
Tallyfy Professional or Enterprise plan
SAML configuration values from Tallyfy Support
Implementation process overview
Here’s what you’ll do:
Create an Okta SAML application
Configure settings in both systems
Turn on SSO and test it works
Phase 1: Create Okta SAML application
Step 1: Access application management
Sign in to the Okta Admin Console
Switch to Classic UI from the dropdown in the top left header
Navigate to Applications > Applications
Click Add Application
Select Create New App
In the modal dialog, select Web for Platform.
Select SAML 2.0 for Sign-on method.
Click Create.
Step 2: Configure general settings
Enter “Tallyfy” as the application name
Optionally upload the Tallyfy logo
Click Next
Phase 2: Configure SAML settings
Step 1: Obtain Tallyfy SAML values
First, you’ll need to grab Tallyfy’s SAML values - these tell Okta where to send login information:
Contact Tallyfy Support to access your organization’s profile
Navigate to the Org Settings tab
Click on Add Configuration Details
Locate the default SAML values section
Step 2: Enter SAML settings in Okta
Time to configure Okta with those values you just got:
Single Sign On URL: Enter the value from Tallyfy’s “SP ACS URL” field
Keep Use this for Recipient URL and Destination URL checkbox selected
Audience URI (SP Entity ID): Enter the value from Tallyfy’s “SP Entity ID” field
Click Show Advanced Settings
Change Authentication context class to X.509 Certificate
Step 3: Configure attribute statements
Next, tell Okta which user information to send to Tallyfy:
Name
Name Format
Value
email
Unspecified
user.email
FirstName
Unspecified
user.firstName
LastName
Unspecified
user.lastName
After adding the attributes, click Next.
Step 4: Complete Okta configuration
Select I’m an Okta customer adding an internal app
Check This is an internal app that we have created
Click Finish
Phase 3: Configure Tallyfy with Okta information
Step 1: Obtain Okta SAML information
Navigate to the Sign On tab in your Okta application
Scroll down and click View Setup Instructions
The page will display the SAML configuration details for the identity provider
Step 2: Provide information to Tallyfy Support
Send the Identity Provider Single Sign-On URL to Tallyfy Support.
Send the Identity Provider Issuer to Tallyfy Support.
Send the X.509 Certificate to Tallyfy Support.
Tallyfy Support will configure these values in your organization’s SAML settings.
Step 3: Enable SAML authentication
After Tallyfy Support confirms they’ve configured your settings:
Toggle the SAML activation switch to enable SSO for your organization
User provisioning and access
Once everything’s set up:
Get the Tallyfy login URL from the SAML configuration modal (Tallyfy Support provides this)
Share this URL with your users who have access to the Okta application
Here’s how it works for your users:
Already have a Tallyfy account? They’ll log in automatically
Don’t have an account yet? Tallyfy creates one on their first login
SSO authentication flow
This shows the complete authentication process from setup to user access.
What to notice:
Steps 1-6 show the one-time setup collaboration between your Admin and Tallyfy Support
Steps 7-14 demonstrate the actual user authentication flow that happens every login
Tallyfy automatically creates accounts for new users (step 13) using the email and name attributes from Okta
Troubleshooting
Can’t log in? Check these things first:
Is the user assigned to the Okta application?
Are the attribute mappings exactly right? (names and formats matter)
Are users using the SSO URL - not the regular Tallyfy login page?
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