Article Summary
Configure IDP-initiated SSO by creating an Okta Bookmark App that allows users to launch AutoRFP directly from their Okta dashboard. This provides seamless access without requiring users to navigate to AutoRFP first.
Estimated Time
< 5 minutes
Prerequisites
Okta SAML SSO already configured and enforced for your organization
Administrator permissions in both AutoRFP.ai and Okta
Access to AutoRFP.ai Integrations settings
Understanding of Okta application management
‼️ Important: You must complete Okta SSO setup before configuring IDP-initiated SSO. See How to Configure SAML SSO with Okta article if not yet configured.
Step-by-Step Instructions
Step 1: Locate IDP SSO URL in AutoRFP
Navigate to Organizational Settings > Integrations in AutoRFP.
Locate the Okta SSO section.
Find the IDP SSO URL field.
Copy the URL to your clipboard.
Note: This URL is unique to your organization and enables IDP-initiated authentication.
Step 2: Access Okta Application Catalog
Log in to your Okta admin console.
Navigate to the Applications page.
Click Browse App Catalog.
Step 3: Find Bookmark App
Type "Bookmark App" into the search bar.
2. Select the Bookmark App tile from the results.
3. Click Add Integration.
Step 4: Configure Bookmark App
Complete the application configuration:
Application Label: Enter a descriptive name (e.g., "AutoRFP.ai" or "AutoRFP Portal")
URL: Paste the IDP SSO URL you copied from AutoRFP
Review other optional settings as needed
Click Done or Save
Step 5: Assign Users to Bookmark App
In the Okta Bookmark App settings, navigate to the Assignments tab.
Click Assign > Assign to People or Assign to Groups.
Select the users or groups who should have access to AutoRFP.
Click Assign and then Done.
Step 6: Verify User Access
Log in to Okta as a test user (or have a user test).
Check the Okta dashboard for the AutoRFP bookmark app.
Click the bookmark app icon.
Verify it redirects to AutoRFP and triggers Okta sign-on flow.
Confirm successful authentication and access to AutoRFP.
💡 Tips & Best Practices
Assign all AutoRFP users to the Bookmark App
Use Okta groups for easier management of large user bases
Sync user assignments between the SAML app and Bookmark App
✋🏼 Common Mistakes to Avoid
Configuring IDP SSO before completing SAML SSO setup—IDP URL won't be available
Copying incorrect URL from AutoRFP.ai—authentication will fail
Not assigning users to the Bookmark App—users won't see app in Okta dashboard
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en