Main workspace and governance app
The SSO Configuration page has two tabs, each configuring sign-in for a different part of Oleria independently:- Main Workspace - how everyone with a workspace role signs in to your Oleria workspace.
- Governance App - how reviewers sign in to the governance app to complete access reviews, request and approve access requests, and review workflows.
Both tabs show the same Oleria details (Entity ID, ACS URL, and Single logout URL) while you add an identity provider, because they share a single service provider. This is expected - copy the same details into whichever identity provider you connect to either tab.
SAML certificates
Connecting a SAML identity provider can involve up to three certificates. Each has a different owner and purpose, and only two of them ever need to be downloaded from Oleria and uploaded to your identity provider:
See Set up common identity providers below for exactly where each identity provider expects the request signing and response encryption certificates.
Connect a SAML identity provider
Adding a SAML identity provider is a two-step exchange: you copy Oleria’s service provider details into your identity provider first, then tell Oleria how to reach that identity provider. This order matters: most identity providers only generate the SAML metadata Oleria needs once you finish creating the SAML app on their side, so Oleria gives you its own details first rather than asking for metadata it knows you can’t have yet.Always start sign-in from Oleria’s own sign-in page: https://www.oleria.com/sign-in
Launching from the identity provider’s side fails with a generic error from Oleria’s SAML service provider, even when the identity provider is configured correctly.
1
Open the SSO configuration page
Go to Settings → SSO Configuration and select the Main Workspace or Governance App tab, depending on who should sign in through this provider.
2
Start adding an identity provider
In the SAML IdP card, click Add IdP.
3
Copy the Oleria details into your identity provider
On the Oleria details step, copy the Entity ID, ACS URL, and Single logout URL into your identity provider’s SAML application configuration. These values identify Oleria as the service provider and tell your IdP where to send responses. Copy or download the Request signing certificate shown on this step too - if you enable Sign requests on the next step, your identity provider must have this certificate uploaded so it can verify the signed requests Oleria sends it, or sign-in through that provider will fail. See Set up common identity providers below for where to upload it for your provider.
4
Enter the SAML IdP details
Complete the SAML IdP details step:
- Name - a label for the provider. Use 3-32 characters. The name must be unique across your entire workspace, including both tabs, cannot contain spaces, and cannot be
google,microsoft, orcognito. You cannot change the name after you create the provider. - Sign requests - select to sign the SAML authentication requests Oleria sends to your identity provider. Your identity provider must have the Request signing certificate from the previous step uploaded before you enable this, or it will reject Oleria’s requests.
- Encrypt SAML responses - select if your identity provider requires Oleria to encrypt SAML responses. using a certificate Oleria generates specifically for this identity provider (separate from the request signing certificate, and not available until after you save the provider). If enabled, the certificate will be provided after the new identity provider config is saved. This is optional - SAML sign-in already runs over HTTPS - so only turn it on if your organization’s security policy or your identity provider requires it. Not every identity provider supports response encryption; see Set up common identity providers below for which ones do.
- Metadata - provide your IdP’s SAML metadata in exactly one of two ways: enter a metadata URL (must start with
https://), or paste the metadata XML document’s contents. Provide one or the other, not both. Your identity provider generates this metadata once you finish creating the SAML app there with the Oleria details from the previous step.
5
Save the identity provider
Click Add identity provider. Users can now sign in through this provider.
6
Download the response encryption certificate (optional)
If you selected Encrypt SAML responses, you will see a prompt to download its Response encryption certificate - this certificate is generated specifically for this provider. Upload it to your identity provider and configure it to encrypt SAML responses; see Set up common identity providers below for more detailed steps.
7
Confirm sign-in works
Sign out of Oleria, select the provider on the sign-in page, and confirm you land back in Oleria.
Set up common identity providers
Each identity provider has its own steps for creating a SAML app and generating metadata. Use these quick references alongside Connect a SAML identity provider above - create the SAML app with your provider first, then come back here to finish adding it to Oleria.- Okta
- Microsoft Entra ID
- Google Workspace
- OneLogin
- Ping Identity
- In the Okta Admin Console, go to Applications -> Applications -> Create App Integration, then select SAML 2.0.
- On the Configure SAML step, enter Oleria’s ACS URL as the Single sign-on URL and Oleria’s Entity ID as the Audience URI (SP Entity ID).
- Set Name ID format to Persistent. Oleria’s service provider requests a persistent NameID policy, and Okta rejects sign-in with a 400 error (
NameIDPolicy ... is not the configured Name ID Format ...) if this doesn’t match. - Set Application username to Email. This is what determines the actual value Okta sends as the NameID - it must be the user’s email address regardless of the Name ID format label above.
- Add an Attribute Statement with Name
email, Name formatUnspecified, and Valueuser.profile.email. Oleria requires this attribute to identify the signed-in user; without it, sign-in is denied even if the NameID itself contains the email. - Add a second Attribute Statement with Name
name, Name formatUnspecified, and Valueuser.profile.firstName + " " + user.profile.lastName. Without it, sign-in succeeds but Oleria rejects the resulting session for missing the user’s full name. Useuser.profile.$property(not the bareuser.$propertyform) - that’s the syntax Okta’s SAML attribute statements require for referencing profile properties. Avoiduser.profile.displayNamehere: Okta only auto-derives it from first/last name until an admin ever explicitly edits it for a user, after which it becomes a static value that no longer tracks name changes and can’t be reset back - Okta’s own documentation recommends the explicit concatenation instead. - On Okta Identity Engine (OIE) orgs, Attribute Statements aren’t part of the app creation wizard - configure both attributes above afterward on the app’s Sign On tab, under Attributes Statements (Okta’s federated/custom claims), using the same
user.profile.$propertyexpressions. - Assign the app to the users or groups who should sign in through Oleria.
- On the Sign On tab, copy the Identity Provider metadata URL into Oleria’s Metadata URL field.
- If you selected Sign requests in Oleria, go back to the app’s General tab, open SAML Settings -> Edit, and click Show Advanced Settings. Download Oleria’s Request signing certificate in pem format and upload it next to Signature Certificate, then set Signed Requests to Validate SAML requests with signature certificates.
- If you selected Encrypt SAML responses in Oleria, in that same Show Advanced Settings view set Assertion Encryption to Encrypted and upload the Response encryption certificate, downloaded in pem format, next to Encryption Certificate.
Edit or remove an identity provider
In the identity providers list, use the actions next to a provider:- Edit (pencil) - update the provider’s settings. Every field except Name can be changed.
- Remove (trash) - delete the provider. Removal takes effect immediately. Users can no longer sign in through it, so make sure another sign-in method is available first.
Troubleshoot identity provider errors
If adding or editing a SAML identity provider fails, Oleria shows the specific reason as part of the error. Look for one of these messages:Any other failure shows a generic error message. Contact us if it doesn’t clear up after you retry.
Troubleshoot sign-in failures
The errors above cover adding or editing an identity provider. Once a provider is saved, common SAML sign-in failures can be caused by certificate mismatch between Oleria and your identity provider:Your identity provider’s own admin console or sign-in logs usually show the specific SAML error (for example, an invalid signature or a decryption failure) in more detail than Oleria can. Check there first if a specific provider stops working.
Enable Microsoft social sign-in
You can let users sign in with a Microsoft account instead of, or in addition to, a SAML provider.1
Open the tab you want to configure
Go to Settings → SSO Configuration and select the Main Workspace or Governance App tab.
2
Select Microsoft account
Select Enable Microsoft account.
3
Save your changes
Save the settings. Microsoft is now available on the sign-in page.
Automatically provision reviewers
On the Governance App tab, automatic user provisioning creates an Oleria account for people the first time they sign in through a SAML provider or a social connection. You do not have to add each reviewer by hand. Automatically provisioned users are added as reviewers.Automatic user provisioning is available for the governance app only. It is not available on the Main Workspace tab.
- Allowed domains - up to 10 email domains (for example,
acme.com). A domain must match exactly;acme.comdoes not include subdomains such aseu.acme.com. Only people whose email domain is on this list can be provisioned. - Blocked emails - up to 50 individual email addresses (for example,
name@acme.com). People on this list are never provisioned, even if their domain is allowed.
1
Open the Governance App tab
Go to Settings → SSO Configuration and select the Governance App tab.
2
Enable automatic user provisioning
Select Enable automatic user provisioning.
3
Add at least one allowed domain
Under Allowed domains, add the email domains that should be provisioned automatically. Optionally, add addresses to Blocked emails to exclude specific people.
4
Save your preferences
Click Save preferences. The new settings apply to the next sign-in. They do not change accounts that already exist.
When automatic user provisioning is off, someone who signs in through SSO but does not already have an Oleria account is denied access. Either select Enable automatic user provisioning or add the person in Manage Users first.

