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Set up Okta SSO for Reachdesk

Overview

Reachdesk supports SAML sign-in with Okta to streamline your team's access. Once SSO is enabled, password authentication is automatically disabled for all users in your organization.

Reachdesk is available in the Okta app catalog. You can find the integration here.

 

Before you start

To ensure a smooth setup and prevent your team from being locked out, make sure you have:

  • An Okta Admin account.

  • A Reachdesk Admin account.

  • Users assigned to the Reachdesk app within Okta.

    • Critical: Do not enable SSO in Reachdesk until your users are assigned in Okta.

 

Step-by-Step

Step 1: Install the Reachdesk integration in Okta

  1. In Okta, go to Applications > Applications.

  2. Click Browse App Catalog.

  3. Search for Reachdesk and click Add Integration.

  4. In General Settings, leave the default values and click Done.

 

Step 2: Download the Okta metadata file

  1. In Okta, open the Reachdesk application you just added.

  2. Go to the Sign on methods tab.

  3. Scroll down to Metadata details.

  4. Copy the Metadata URL.

  5. Open that URL in a new browser tab.

  6. Right-click anywhere on the page and select Save As. Save the file to your computer as metadata.xml.

    • Note: Ensure the file extension remains .xml so the Reachdesk platform can read it.

 

Step 3: Configure SSO in Reachdesk

  1. Sign in to Reachdesk as an Admin.

  2. Go to Organization > Settings > Single Sign On.

  3. On the SAML2 Settings page, click Upload File.

  4. Upload the metadata.xml file you saved from Okta.

  5. ⚠️ Stop: Double-check that you have already assigned your users to the Reachdesk app in Okta.

  6. Under Enable SSO For Organization, turn on the toggle.

 

Manual Configuration (Optional)

If your organization’s security policy requires manual SAML configuration instead of using the App Catalog, use the following values:

  • ACS URL: https://app.reachdesk.com/sso/saml/acs

  • Entity ID: https://app.reachdesk.com/sso/saml/metadata

 

Frequently Asked Questions

What happens to password sign-in after I enable SSO? 

Password authentication is disabled immediately for the entire organization once the toggle is turned on. Users must sign in via Okta from that point forward.

What if I get locked out? 

If you enable SSO before assigning yourself or your team in Okta, you will not be able to log in. If this happens, please reach out to support@reachdesk.com to have SSO temporarily disabled so you can fix your Okta assignments.

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