Setting up Okta SSO (Single Sign On) with Hub Planner

Estimated reading time: 3 min

In this article we will take you through step by step instructions of setting up Okta SSO (Single Sign On) with Hub Planner.

Add Hub Planner to Okta SSO

A direct link to adding Hub Planner: Integrating Hub Planner

  1. Login to Okta
  2. Admin Console
  3. Applications
  4. Applications
  5. Add Applications
  6. Create New App
  7. Platform = Web
  8. Sign on method = SAML 2.0

Configure Hub Planner in Okta to activate SAML SSO

  1. Login to Okta
  2. Admin Console
  3. Hub Planner App ‘General’ tab
  4. Company ID: Paste your Hub Planner URL
  5. Save
  6. SSO tab
  7. Ensure SAML 2.0 is ticked
  8. Login: Enter your login URL for Hub Planner

For more help: Integrating Okta with Hub Planner

Configure Hub Planner

  1. Settings
  2. System Settings
  3. Authentication
  4. SSO
  5. SAML 2.0 – Paste from Login URL in Okta
  6. Identity Provider Issuer – Paste from Okta Identifier
  7. Upload Base 64 Certificate from computer to X.509 certificate field
  8. Click ‘Save’ within Hub Planner – now it is possible to log in only with SSO (Account Owner will be able to log in with SSO,
    password & Google)

SSO Hub Planner Sign Sign On Authentication

What happens now that I’ve activated SSO?

Once activated. To test. You can logout and log back in again to see the difference.

Login to Hub Planner whilst logged into Okta

As you are logged in, all you need to do is enter your email address. Save the domain as a bookmark for faster access the next time.

Hub Planner Login SSO

Hub Planner Login SSO

Login without Okta

  1. Enter email address
  2. A pop up will appear for you to choose your Okta account

Save domain for faster access

Save your Hub Planner URL as a bookmark. Once you do, this will then take you directly through to your homepage. Meaning you don’t have to enter in your email address.
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