Icon
Okta can manage both authentication (SAML SSO) and user provisioning (SCIM) for Actuals. Okta is the source of truth for identity and access.

How it works

  1. SCIM — Okta creates / updates / deactivates users in Actuals via the SCIM API (email-based; deletes are soft deletes).
  1. SAML SSO — User is redirected to Okta, authenticates (including MFA policies), SAML response returns to Actuals, login matched on email.
Both should be configured for a complete integration.

Okta app setup (summary)

  1. In Okta: Applications → Applications → Browse App Catalog.
  1. Add SCIM 2.0 Test App (OAuth Bearer Token) (or the Actuals catalog app if your tenant has it), name it, finish creation.
  1. Sign-on (SAML) values Actuals expects:
      • ACS URL: https://backend.actuals.io/v5.4/auth/sso/acs
      • Audience / Entity ID: https://backend.actuals.io/saml/sp
      • Application username: email
  1. Provisioning → Integration:
      • SCIM URL: https://backend.actuals.io/scim
      • Auth: OAuth Bearer Token (token from Actuals support)
  1. Enable To App provisioning and keep attribute mappings lean — extra unexpected attributes can break the integration.
  1. Sign On: send a signed SAML response and assertion. Assertion encryption is not supported today. Map email, firstName / first_name, lastName / last_name (share exact attribute names with Actuals if you diverge).

Share back with Actuals

Send your implementation / support contact:
  • IdP Issuer (SAML Issuer ID)
  • IdP metadata URL (preferred) or metadata XML
  • Any non-default attribute names
Actuals configures the platform side and may ask for a temporary test user. Assign users in Okta after that. Groups are not supported in the current integration.

Related in the new app

  • Administration › Users
  • Profile settings — SCIM-managed fields may be read-only
  • Getting started › Sign in