SSO is available on the Pro and Enterprise plans.
If your team is using Okta as its identity provider, it's easy to set up SAML single sign-on with Float in just a few minutes.
The Account Owner can set up SSO from the Security tab in Team Settings.
To Configure the SSO, they will need to complete the setup with your Okta account details and click Save.
To complete the form, you'll need to access your Okta account. From there:
Navigate to the Admin section, select Add Application
Search and select Float SAML from the app directory
You'll be prompted for a Float Company Name. This is your Float subdomain. e.g., if you log in to Float using https://okta-test.float.com it will be "okta-test"
Select Next
Assign the Float app to the team members who are registered with the Float account
You'll have the option of confirming or updating their Float username (email) in the next step:
Once complete, select the Sign On tab, and View Setup Instructions. This will provide the information to include in the Float SAML authentication module and finalize the process.
Once the setup is complete, your team can log into Float from Okta or by clicking the Sign in with Okta directly from your Float subdomain (i.e., yourteamname.float.com).
The Account Owner can decide whether SSO is required for sign-in or whether password sign-in is also allowed.
Troubleshooting
If you are seeing an issue with SSO login or it stops working for everyone on the team, this could be due to these two possible reasons:
SSO stopped working for everyone: In most cases, this is due to an expired certificate. Please update your certificate in Team Settings > Security.
SSO is not working for some users: It might be caused by a mismatch between the team member's email in Okta and Float. Please review the team member's email address to ensure it matches.
If this didn't help or if you are seeing other issues with your SSO, please contact us for further assistance.
Additional notes
User provisioning is not currently supported. Before your team can authenticate via Okta, they must already have account access to Float.
To remove your authentication, select Configure from your Team settings > Security and delete the values.
If you change your email address, please let us know so we can update the SSO email for you.