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June 1, 2022
4 min read

Okta

Instructions on how to connect the PactFi application with Okta for user authentication.

Okta

Contents

  • Supported features
  • Requirements
  • How To Login with Okta

Supported features

  • Single Sign-On initiated via Okta

Requirements

  1. Install the PactFi application in your Okta instance
  2. The Okta Single Sign-On integration is only available for organizations signed up for PactFi
  3. Make sure that the PactFi members' emails exactly match their Okta accounts
  4. Complete the steps below to set everything up

How To Login with Okta

  1. Navigate to the PactFi login page
  2. Click “Sign in with Okta” which will navigate to the Okta authentication page. Input Okta credentials if prompted.
  3. After being authenticated with Okta, the site will redirect the user to the PactFi Application home page.

Enterprise-grade security

PactFi holds ISO 27001 certification and SOC 2 Type II attestation, reflecting its commitment to enterprise-grade security and governance.

About PactFi

PactFi is the secure, end-to-end operational platform for executing and servicing private credit transactions. Since launching in 2023, it has processed more than $300 billion in deal volume across 250+ counterparties, serving over 2,600 users representing 3,000+ fund entities.

Media inquiries:info@pactfi.com