Okta setup guide

Single Sign-on is a useful feature to increase security and user adoption of new tools. It means that your employees can login to connected applications using their default company password. Small Improvements integrates directly with Okta.

  • Okta is a web based middleware that connects the cloud applications you use with your internal Active Directory or LDAP servers. Okta has tons of features, but the one you need to enable is the Small Improvements app, so that your SI users can log in via Okta (using SAML 2.0 behind the scenes)
  • Once configured, your staff can either access Small Improvements from the Okta dashboard or, if they access Small Improvements via your subdomain (e.g. https://mycompany.small-improvements.com) then we’ll rely on Okta to ask for the password (if they aren’t logged in already)

Important: The Okta integration is only for SSO. We do not automatically synchronize your user accounts between systems. You must keep your Small Improvements user accounts in sync with your directory service. If a user doesn’t have an account in SmalI Improvements, they won’t be able to log in. You can create user accounts manually, through an import, or by syncing with several HRIS services.

How to set it up

First, log in into Okta as an administrator. Locate the “add application” entry, and search for Small Improvements in the Application Directory. 

Next, type in your Small Improvements subdomain. If you’re using https://mycompany.small-improvements.com, then type in “mycompany” here. If you don’t have a Small Improvements subdomain yet, please contact the support team to set this up for you.

Continue with the Okta setup. On the subsequent details screen, select SAML 2.0. Leave the default relay state empty, it does not apply in SI.

The button ‘View Setup Instructions’ will take you to a documentation page that lists all the settings you’ll need to enter into Small Improvements now.

Follow the comprehensive Okta documentation, and then you’ll be done with the basics within minutes.

Add user-accounts

A user needs to be created in Small Improvements before they can log in. Now add user-accounts to Small Improvements via Administration -> Company Directory or import them from an Excel worksheet.

Adjusting the welcome email

Important: You must adjust some notification emails to avoid confusion.

Whenever you invite staff into Small Improvements, they receive an email telling them about Small Improvements. This email also explains how to define their new password. But since they will use Okta’s password instead, you’ll need to update that information.

Click Settings > Emails, then expand the Users & Administration section. Edit the following templates:

  • Welcome email with password setting instructions
  • Informs employee how to reset password

Our recommendation is that you replace the text with instructions to log in to your Okta system to access Small Improvements.

Updated on December 7, 2023

Related Articles

Need Support?
Can't find the answer you're looking for?
Contact Support