Before starting the integration process, you must have requested, and been approved for, an Onshape Enterprise account or trial, and have an Onshape Enterprise domain name.

An example of an Enterprise domain name might be: MyCompanyName.onshape.com.

Note that you are only able to use one SSO provider at a time.

This configuration process might fail without parameter values customized for your organization. Use your custom SSO identity provider (for example: Okta, PingOne, or ClassLink) dashboard to add Onshape as an application and record the values that are specific for your organization. You need those values for the following procedure.

Onshape signs all outgoing SAML certification requests. You are not required to upload any certificates (for example, a SAML signing certificate), except in the case of ADFS integration because ADFS validates incoming SAML requests. Note that Microsoft also recommends migration from the latest version of ADFS to Microsoft Entra ID. See ADFS Overview for more information.

Adding Onshape to your Okta single sign on account

To enable single sign on for your company, you must first add Onshape to your Okta account:

  1. Sign in to your Okta account.
  2. Click Applications in the menu ribbon.
  3. Click the Add Application button.
  4. Type ‘Onshape’ in the search field.
  5. When Onshape appears, click the Add button.
  6. The ‘Add Onshape’ page appears.
  7. Enter your domain prefix for your Enterprise. (For example, MyCompanyName from the URL mentioned above.)
  8. Click Next.

At this point, you may assign Onshape to users in your account. On the Assign Onshape to People page, follow your usual procedure to add more users to the Onshape application.

Download the single sign on file

Once you are finished adding users to the Onshape application in your Okta account, download the Identity Provider metadata file (referred to in Onshape as the configuration file):

  1. From the Onshape application page within your Okta account, click Sign On from the menu ribbon.
  2. In the SAML Signing Certificates section, click the Actions button to the right of the active SHA-2 certificate. and then click View IdP metadata. When the page opens, right-click and save this information as an .xml file.

Configure the SSO Provider in Onshape

Once Onshape is configured in the identity provider and you have downloaded the identity provider's metadata file (referred to in Onshape as the configuration file), the SSO provider can be configured in Onshape.

The example images below shows a generic identity provider being configured, but the steps are the same for all identity providers.

  1. Sign in to your Onshape Enterprise account, using your specialized domain name, as an administrator. Select Enterprise settings from your account:

    Going into My Account menu and clicking the Enterprise settings button

  2. Select Authentication from the left navigation menu:

    Seleting Authentication from the left side navigation menu

  3. In the Single sign-on (SSO) subsection, click the Configure SSO provider button:

    Clicking the Configure SSO provider under the Single sign on (SSO) settings

  4. The Create SSO provider dialog opens:

    Create SSO Provider dialog

    1. In the Name field, enter name, such as Custom SSO

    2. In the Provider type dropdown, select your SSO provider from the list.

    3. Leave Enable SSO provider checked.

    4. Leave Disable Onshape password sign in unchecked for the moment.

      Disable Onshape password sign in disables the typical Onshape password sign in for you and your users. Only the SSO provider sign in prompt is displayed for the Onshape URL. Before checking this option, ensure you can sign in to Onshape yourself (as administrator). You can return here later and enable it once sign in through your SSO provider is verified to work correctly.

      Choosing to enforce signing in to Onshape via SSO also results in users not being able to sign in to non-enterprise domains directly, such as cad.onshape.com.

    5. Click the Upload configuration file button:

  5. Locate and select the metadata configuration file you downloaded previously, and click Open:

    Opening the previously downloaded XLM metadata file

  6. Click OK:

    Finalizing the creation of the SSO Provider by clicking OK

  7. The file is uploaded. A notification appears when the upload is completed:

    Notification showing the SSO Configuration file was successfully uploaded

  8. Sign out of both your Onshape and SSO provider accounts. Be sure to do a hard refresh of both accounts. When you reach the Onshape sign-in page once again, the page has a new Sign in link at the bottom, for your SSO provider.

    Onshape Sign-in screen

In order to sign in to Onshape, administrators must provision their users (in their single sign on account) to use the Onshape application.