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SSO Integration

How to integrate SSO with Toolio using OIDC

This guide walks you through integrating Single Sign-On (SSO) with Toolio using OpenID Connect (OIDC). You can connect your identity provider (such as Okta or Microsoft Entra ID) to Toolio so your users authenticate seamlessly with their existing credentials.

This article covers setup for:

Generic SSO via OIDC

Parameters Needed to Create an SSO via OIDC App

If you don't know your tenant name, reach out to your CSM.

Parameters Needed by Toolio

Providing SSO Information to Toolio

Upload your Client ID, Client Secret, and Configuration URL to:

Okta Setup

Follow the steps below to configure Okta SSO with Toolio.

  1. Navigate to your Okta Admin Console.

  1. Go to Applications and click Create App Integration.

  1. Select OIDC - OpenID Connect and Web Application.

  1. Fill out the required fields as shown, then click Save.

  1. Click Edit in General Settings.

  2. Navigate to the Login section and update the Initiate Login URI.

  1. Copy your Client ID, Client Secret, and Configuration URL, then upload them to https://toolio.sendsafely.com/dropzone/integrations.

Toolio User Role Groups

Ensure that user role groups are created in your Okta integration and assigned to users. Toolio uses them during the authorization step.

Default groups:

  • Toolio Admin

  • Toolio Editor

  • Toolio Reader

For more details, see Okta's guide on creating groups.

Assign Groups to Integration

Assign the groups to the Toolio integration so users can access Toolio after login:

Microsoft Entra ID Setup

Follow the steps below to configure Microsoft Entra ID SSO with Toolio.

  1. Open Azure Portal in your browser.

  2. In the left sidebar, click Azure Active Directory (formerly Microsoft Entra ID).

  1. From the left menu, select App registrations.

  1. Click New registration at the top of the page.

  1. Configure the application details:

  2. Name: Enter a name for your application (e.g., "Toolio").

  3. Redirect URI: Select Web from the platform dropdown and enter https://<tenant>.toolio.com/api/openid/callback.

  4. Click Register. You will be redirected to the application overview page.

Providing SSO Information to Toolio

  1. On the overview page, locate the Application (client) ID and copy it.

  1. Create a client secret:

  2. In the left sidebar, click Certificates & secrets.

  3. Click New client secret.

  4. Enter a description (e.g., "Toolio Secret") and click Add.

  5. Copy the Value shown β€” this is your Client Secret.

  6. Get your Configuration URL:

  7. In the left sidebar, click Overview.

  8. From the top menu, click Endpoints.

  9. Locate the OpenID Connect metadata document URL and copy it.

  10. Upload the Application (client) ID, Client Secret, and Configuration URL to:

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