This is an Enterprise feature on Novu Cloud. Configure it as the organization Owner from Settings > Organization > Security after we enable self-serve, or email [email protected] and we will do the Novu side with you. Domain verification and activation are covered in SAML SSO & SCIM.
Before you start
- An Enterprise organization on Novu Cloud.
- One or more email domains verified on the Security tab. The connection cannot be finished until a domain is verified. For SAML,
[email protected]matches a connection foracme.com.[email protected]does not, unless we have enabled subdomain matching. Ask us if you need that. The domain has to be a registrable domain, such asacme.com, before subdomain matching can be turned on. - An Okta admin who can create app integrations and assign users or groups.
- The two values in the next section. They appear on the Security tab when Okta Workforce is selected. If we are configuring the connection, we send them to you.
Values to paste into Okta
Paste them exactly. A trailing slash, or the two values swapped, makes the test sign-in fail.
Create the SAML application
1
Start a SAML 2.0 app
In the Okta Admin Console, go to Applications. Select Create App Integration, then SAML 2.0.
2
Name the app
On General Settings, enter an app name your employees will recognize, such as Novu. The name is required. Select Next. This opens Configure SAML.
3
Paste the Novu URLs
Paste the Single sign-on URL and Audience URI (SP Entity ID) from Novu into the fields with those names.
4
Add attribute statements
The SAML response has to include the email address. First and last name are optional, and they are what Novu stores on the account. In Attribute Statements, select Add Expression for each row. The attribute name is what Novu reads. The expression is the Okta profile field.
The email attribute name is
mail. An attribute named email is not read on this Okta connection. If user.profile.email is empty for a person, that person cannot finish sign-in even when Okta accepts their password.5
Finish the wizard
On the Feedback page, select This is an internal app that we have created, then Finish.
6
Assign users or groups
Open the Assignments tab. Open Assign, then Assign to people or Assign to groups. Search for the user or group, select Assign, then Done.People who are not assigned cannot sign in, even if they know the Novu URL and their email is on the verified domain. Assignment here is who may use SSO. It is not SCIM provisioning. You can assign a group now and push that group later if you turn on directory sync.
7
Copy the metadata URL
Open the Sign On tab. Under Sign on methods, copy the Metadata URL.That URL is how Novu loads Okta’s sign-on URL, entity ID, and signing certificate. Paste it into the Security tab, or send it to us. Keep the URL rather than a screenshot or a one-time certificate download. When Okta rotates the signing certificate, the connection needs the current metadata before the old certificate stops being used.
Test it, then turn it on
On the Security tab, run a test sign-in with a person who is assigned to the app and whose email is on a verified domain. For a new connection, that test does not change sign-in for anyone else. The connection is not live until you activate it. If we are configuring the connection, send us the metadata URL and a time when you can try a sign-in with us. We turn it on after that test.What your users experience
- They start on the Novu sign-in page, enter their work email, and are sent to Okta. Okta checks their password and any MFA Okta requires, then sends them back.
- An existing Novu account with that email is linked to the Okta login. They keep the same account. They are not asked to create a second one.
- If they also have multi-factor authentication on the Novu account, they still complete that step after Okta accepts them.
- Starting from an Okta app tile (IdP-initiated SAML) is not part of this setup. Ask us if you have a reason to allow it.
- Removing the connection does not delete Novu accounts. Those people need another sign-in method that is still available, such as a password, Google, or GitHub.
- Without directory sync, a person is created in Novu the first time they sign in. Directory sync creates and deactivates them from Okta itself.
If Okta sign-in fails
Okta accepts the password and Novu reports no email
Okta accepts the password and Novu reports no email
The attribute name is not
mail, or user.profile.email is empty. Confirm the three expressions in Attribute Statements, then run the test again.The user exists in Okta but cannot open the app
The user exists in Okta but cannot open the app
They are not assigned on the Assignments tab. Group membership only counts if that group is assigned to the app.
The test works and the rest of the company is unchanged
The test works and the rest of the company is unchanged
The connection is not activated yet. Activate it when you are ready for the domain to use Okta.
A subdomain address is rejected
A subdomain address is rejected
[email protected] does not use a connection for acme.com unless we enabled subdomain matching. The address also has to sit on a domain you verified with the TXT record.Sign-in fails just after an Okta certificate change
Sign-in fails just after an Okta certificate change
The connection still has the previous signing certificate. Update it from the current Metadata URL, or send us that URL, before Okta stops using the old certificate.