Before you can start setting up Single Sign On (SSO) for Zoho SAML and Okta, we need to check the following:
Log in to your Okta account as an administrator (with administrator access).
Under Applications> Applications, search for the Wrike app in the Okta Integration Network (App Integration Catalog).
Add Wrike app in.
Fill in the Wrike options and click Next.
On the Sign On Options, you are presented Sign on methods.
Select SAML 2.0.
After clicking on SAML 2.0, you are presented with Identity Provider metadata link. We need the details from the "Identity Provider metadata" link.
So we can choose one of two ways to save our "Identity Provider metadata" details.
I find the "Copy Link Address" as the easiest option, but it's up to you which approach you prefer.
Click Done.
In a new browser tab, log in to your Wrike account as an administrator (with administrator access).
In Wrike, open your Single Sign-On (SSO) settings.
Wrike> Admin > Account Management > Security > SAML SSO
If you have trouble finding it, you can try this direct link to SAML settings, https://www.wrike.com/accounts.htm#account/yourwrikeaccountnumber/security
You should see something like this "SAML SSL" section.
Click on "Setup SAML SSO".
In the popup "SAML SSO Setup", select "Okta" from the dropdown menu.
Then click Next.
You are then presented with options to help you with set up. Click Proceed.
SAML SSO SetupSet up your OKTA account to work with WrikeYou need to set up Wrike's application with your OKTA account.
Help article on SAML setupIf you remember from earlier, we saved these details in a temporary place like a textpad. Copy and paste these details into the appropriate field here now. That is,
Click Next.
You will then be prompted with the following. When you are ready, click "Enable SAML settings".
"Enable SAML SSO for the account?
Once SAML SSO is enabled all users will be able to use corporate credentials to log into Wrike. After clicking Enable, you'll need to confirm your email address."
You are now prompted to verify your email as part of the SAML SSO Setup.
An email will be sent to you with the code to confirm the implementation of SSO.
Copy and paste the code from the email.
Enter the code in Wrike and click Confirm.
You are now presented a completion message. When you're ready, click "Save SAML Settings".
SAML SSO will now be active with Wrike now.
When you are ready, let's test that it works.
In Okta Admin Console, let's assign a user to the application. (Applications> Applications> Wrike app)
Go to "Assignments" tab. (Applications> Applications> Wrike app> "Assignments)
Select "Assign" and "Assign to People".
Select our test user, click "Assign" and then "Done".
Now let's log into our Okta instance as a test user. You may need to refresh your browser if you had the browser window already open.
Then click on "Wrike" application icon (chiclet).
Success, you will be logged in successfully to your Wrike account!
We couldn't find the proper XML using the provided link. Check your link or contact support.
Solution:
Check your Okta identity provider metadata XML link used here.
It should look like the following, but with your own specific customer details.
https://youroktadomain.okta.com/app/oktaentityname/sso/saml/metadata
If you not too sure where to find your "Identity Provider metadata" link.
Go to your application via Applications> Applications> Wrike app.
Click on the "Sign On" tab.
Click on "Identity Provider metadata".
You will then be sent to your own specific "Identity Provider metadata" for Wrike.