Advice and answers from the Lattice Team

With Okta is a SAML identity provider that will authenticate your Lattice users trying to sign in. By using Okta your users will no longer need to remember an extra password to sign into Lattice and you can quickly remove their access to Lattice from a centralized control panel.

Important: The Okta integration is only for SSO. We do not automatically synchronize your user accounts between systems yet. This is planned for the future, but right now you will have to keep your Lattice user accounts in sync with your directory service. If a user doesn't have an account in Lattice, then they won't be able to log in. You can create user accounts manually, or send us a CSV spreadsheet.

5 minute setup guide

1. First go to Okta org -> Admin -> Applications -> Add Application -> Search for "Lattice" in the search bar, above Create new app button, you will see the Lattice app

2. Configure the application in Okta. Remember to type in your Lattice subdomain in the settings

3. After creating the application, go to the "Sign On" settings. Then click "View Setup Instructions"

4. Follow the setup instructions on how to connect the new application to your Lattice account.

You're all set! If you sign out of Lattice you should see a new Single Sign On button. Clicking on it will first take you to Okta where you will be authenticated then Okta will redirect you back to Lattice where your will be automatically signed in.

Please reach out to your account representative if you have any trouble with the integration.

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