- Getting started with sequence diagrams 🎥
- What is Whimsical?
- Getting started with docs
- What can you do with Whimsical?
- Getting to know Whimsical - video guide 🎥
- Working with Whimsical's infinite canvas - video guide 🎥
- 5 ways to create a new file
- Getting started with flowcharts
- Getting started with mind maps
- Getting started with wireframes
- Creating tasks in docs and boards
- How to create a new workspace
- How to use AI-assisted mind mapping
- Getting started with Whimsical AI
- Customizing file and folder icons
- Mentions in Whimsical files
- Customizing diagram shapes
- Getting started with Posts
- Getting started with sequence diagrams 🎥
- Commenting in Whimsical files
- Using sections on the Whimsical canvas
- Mentions in Whimsical files
- Customizing diagram shapes
- Sketch on the canvas with freehand drawing
- Annotating files for more detail
- Text-to-object pasting options
- Adding and displaying links in Whimsical files
- Linking to sections and objects
- How to draw a line
- How to filter by selected objects
- Presenting in Whimsical
- Voting on task cards and sticky notes
- Using the timer in boards
- Working with the grid and auto-alignment
- Working with connectors
- Does Whimsical have cloud architecture icons?
- Using tables in Whimsical
- Using sticky notes in boards
- Optimizing performance in larger files
- Embedding external content into Whimsical
- Using spellcheck
- Setting custom thumbnails
- How overlays work in Wireframe mode
- Hiding cursors while collaborating
- Getting started with sequence diagrams 🎥
- Customizing file and folder icons
- How to draw a line
- How to filter by selected objects
- Does Whimsical have cloud architecture icons?
- How overlays work in Wireframe mode
- Moving and copying files
- Using Whimsical on mobile
- Does Whimsical have a dark mode?
- File version history
- Why are the colors of some elements toned down?
- Does Whimsical support offline mode?
- Teams, workspaces & sections explained
- Does Whimsical work on iPad?
- Free viewers commenting in workspaces
- Syntax highlighting in code blocks
- Whimsical desktop app
- Is Whimsical available in other languages?
- Inverting the zoom direction in Whimsical so it works more like Sketch
- Troubleshooting issues and reporting bugs
- How to add emojis
- Team FAQs
- How to restore files from Trash
- Searching in your Whimsical workspace
- Organizing files in your workspace
- I've upgraded but still don't have access to the paid features
- Why can't I edit my files?
- Reporting content in Whimsical
- Does Whimsical have an affiliate or referral program?
- Collaborating with others in real time
- Sharing files and managing access permissions
- Hiding cursors while collaborating
- Prevent new workspace creation
- How to create a new workspace
- Requesting file access
- Workspace discovery settings
- Sorting files and folders
- Changing workspace members' roles
- Setting up SAML session expiry
- Adding and removing members
- Creating and managing teams
- Requesting workspace editor access
- Linking between files
- Member roles in Whimsical
- How to delete a workspace
- How to upgrade your workspace
- Guest access
- Renaming your workspace
- Offboarding users
- Embedding & integrating boards with Jira Issues
- Integrating Whimsical with Google Docs
- Embedding files in ClickUp views
- Embedding files in Asana
- Embedding Whimsical files
- Whimsical AI Diagrams for ChatGPT
- Creating Jira & Confluence Smart Links for Whimsical Files
- Embedding files in Guru
- Embedding files in Trello
- Embedding & integrating boards in Notion
- Integrating Whimsical and Front
- Integrating Whimsical and GitHub
- Embedding files in Zendesk
- Support Whimsical embeds in your app with EmbedKit
- Whimsical previews and notifications in Slack
- Embedding files in Canva
- Integrating Whimsical and Linear
- Embedding files in Nuclino
- Embedding files in Monday
- Embedding files in Medium
- Embedding files in Slab
- Embedding files in Coda
- Setting up Two-factor Authentication (2FA)
- Prevent new workspace creation
- SAML SSO in Whimsical
- SAML SSO with Okta
- Setting up SAML session expiry
- SAML SSO with Auth0
- Whitelisting Whimsical domains
- SAML SSO with OneLogin
- SCIM provisioning with Groups in Okta
- SAML SSO with Microsoft Entra ID (Azure AD)
- Setting up SCIM with Okta
- SAML SSO with Google Workspace (previously G-Suite)
- Setting up SCIM with JumpCloud
- SAML SSO with other identity providers
- Setting up SCIM with Entra ID (Azure AD)
- Signing in with your Whimsical account on multiple devices
- Contact us
SAML SSO with Okta
Here's a guide to get started with SAML SSO with Okta for your Whimsical workspace, but you can also check Okta’s documentation.
In Okta:Link to this section
Note: SAML SSO is only available on our Business and Enterprise plans. You must be an admin to enable SAML SSO
Whimsical also supports SCIM Provisioning with Okta.
1. Sign in to the Okta Admin app to generate a metadata file.
- From the Whimsical SAML app in your Okta Admin Console, click Actions > View IdP metadata next to your SAML Signing Certificates:
- Then Save the metadata file that is provided by Okta as
metadata.xml
2. Next, log in to your Whimsical account as an administrator.
3. In Whimsical:Link to this section
First, go to Workspace settings, which you'll find under your workspace name in the top left corner:
Then, enable SAML SSO. Once it's enabled:
- Select Okta from the “Identity Provider” dropdown list
- Make a note of the “ACS URL” value
- Upload the
metadata.xmlfile from step 2 in the “SAML Metadata XML” field - Click Save
After that’s saved:
- Make a note of the “LOGIN URL” value
- Leave the “Require SAML for login” option disabled for now until you make sure the SAML configuration works successfully
In Okta:Link to this section
4. Select the Sign On tab for the Whimsical SAML app, then click Edit:
- Scroll down to the “ADVANCED SIGN-ON SETTINGS” section
- Enter the “ACS URL” value you made a copy of in step 4
- Click Save
- Finally, don't forget to test the setup to ensure everything is working correctly.
After that’s done, you can go back to your Whimsical Workspace settings and adjust two more things:
- Default user role: Whimsical supports JIT (Just-in-time) account provisioning. That means that Whimsical will create an account for a user authenticating via SAML if necessary. New users will be created with the role and permissions you choose:
- Require SAML for login: You can enable this optional setting if you want to prevent users from accessing your workspace with other means of authentication, such as a password or via Google SSO.
There are some attributes that are the same for all identity providers:
- Entity ID: https://whimsical.com
- Name ID Format: email@address.com
- Username/Name ID: email@address.com
Whimsical uses the e-mail address of the SAML user to identify them on Whimsical. This will come up with configuration options like Name ID Format or Name ID. When in doubt, try to choose the option that will return the user's e-mail.
