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Follow these steps to enable Okta SSO for your Valimail for Twilio SendGrid account:

  1. Login to your Okta account as an administrator and click on the Admin button in the top menu bar.a blue screen with white text

  2. Click on the Applications link in the top menu bar and then click the Add Application button.a screenshot of a computer

  3. Enter Valimail for Twilio SendGrid into the search field and hit enter.  Then click on the Valimail for Twilio SendGrid search result.a screenshot of a computer

  4. Click the Add button.a screenshot of a email

  5. Click the Done button.a screenshot of a computer

  6. Click on the SSO tab and then right click on the Identity Provider metadata link and save the link as okta_metadata.xml which will then download the Okta IDP metadata xml file to your computer.a screenshot of a computer

  7. Now login to your Valimail for Twilio SendGrid account at https://sendgrid.valimail.com

  8. Click on Account Settings in the left side menu:

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  9. Click on the Single Sign-on Setup button:

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  10. Scroll down and enter the following information:

    • Okta Identity Provider (IDP) Metadata File: Click Choose File and upload the Okta IDP metadata file you downloaded to your computer in Step 6 above.a white rectangular object with blue lines

    • Enable JIT Provisioning (optional): Check this option to enable Just-In-Time (JIT) Provisioning.

    • Provisioning Domains (optional, but required for JIT): Add one or more JIT provisioning domains.

    • Click Enable Single Sign-On.a blue rectangle with white text

  11. Go back to your Okta account and assign the Valimail for Twilio SendGrid app to the appropriate users.

Service Provider (SP) initiated Single Sign-On (SSO)

  1. Go to: https://sendgrid.valimail.com

  2. Enter your Email address.
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  3. Click Log In with SSO.a blue rectangle with white text

  4. If you are already authenticated to Okta and have been assigned the Valimail for Twilio SendGrid app, you will be automatically logged into your Valimail for Twilio SendGrid account - otherwise you will first be prompted to authenticate to Okta.


Identity Provider (IDP) initiated Single Sign-On (SSO)

  1. Login to your Okta account as a user that has been assigned the Valimail for Twilio SendGrid app.

  2. Click on the Valimail for Twilio SendGrid app in the Okta portal and you will be automatically logged into your Valimail for Twilio SendGrid account.a screenshot of a computer