Setting up Okta and enrolling in Incode (New Hire)

Goal: This guide is aimed at walking you through how to set up Okta and enroll in Incode

Before you begin:

• Have a valid form of Government issued identification such as a drivers license, identification card or passport. 
• If you have any questions or need assistance setting up your account, please send an email to biztech@samsara.com.
• Please ensure you are using a mobile smartphone (e.g., iPhone or Android phone) to complete this process. Tablets and iPads are not supported for Incode verification.
• Make sure you are in a well-lit environment

1. Open the Okta activation email sent to your personal email account. The subject line will be Welcome to Samsara

   

2. Click on Activate Okta Account

3. You will arrive at the following screen. Click Continue 

   

4. You will be redirected to the Incode registration page, where a unique QR code will be displayed. Using your mobile smartphone, scan the code and follow the link to begin the enrollment process.   

   Note: If you are activating your account directly from your mobile smartphone rather than a computer, you will not see a QR code and will instead be taken straight into the Incode setup process.

   

5. You will be guided through the Incode setup process on your mobile smartphone. If you need assistance, please refer to our Best Practices for Smooth Verification guide for tips.

6. Now that you have completed your Incode enrollment, you will now be guided to set up your Okta account. Select Set up under Password.

   

7. Setup a password that meets the requirements provided and click next.

   

8. Next we will set up Okta Verify on your mobile phone. Select Set up under Okta Verify.

   

9. You will see the "Set up Okta Verify" screen on your computer. Click "Or set up Okta Verify on a mobile device" at the bottom of the page.

   • Important: Do not click "Set up Okta Verify" at the top — this would set up Okta Verify on your computer, which will happen later during your device setup. For now, we need to set it up on your phone first.

   

10. Follow the on-screen instructions on your mobile smartphone to complete the Okta Verify enrollment:

    • Download the Okta Verify app from the App Store (iPhone) or Google Play (Android) if you haven't already.
    • Open the app and follow the instructions to add your account.

    • When prompted, tap Scan a QR code, then scan the QR code displayed on your computer screen.

      

    • After scanning the QR code, follow the remaining on-screen prompts in the Okta Verify app and enable biometric authentication (Face ID / Touch ID / fingerprint) on your device when prompted. This is required for Okta FastPass (passwordless sign-in) to work smoothly.

    

    Note: If your device does not support biometrics, or you prefer not to use biometrics (Face ID / fingerprint) for Okta Verify, you can fall back to using your device passcode instead. To do this, you'll need to remove biometrics from your phone's Settings (not from within the Okta Verify app):

    • Open your phone's Settings app.
    • Navigate to Face ID & Passcode (iOS) or Fingerprint / Biometrics (Android).
    • Disable or remove the biometric option (Face ID or fingerprint).
    • Once removed, Okta Verify will automatically prompt you for a passcode instead.

     

    • Note: If you are activating your account directly from your mobile smartphone rather than a computer, you will not be able to scan the QR code to setup Okta Verify. Please use the Setup Okta Verify using the sign-in URL guide to setup Okta Verify on your smartphone.
11. After you have completed setting up your Okta account and Okta Verify on your phone, follow the appropriate guide linked below to set up your work device. Okta FastPass (passwordless sign-in) will be set up automatically as part of your device setup — the guide will walk you through it. 
    • Apple Macbook guide
    • Windows PC guide
    • Chromebook guide
    • Windows 365 VDI

Note: Keep your phone nearby with Bluetooth enabled during your device setup — you will need it to complete Okta FastPass enrollment on your work computer using the Okta Verify app you just set up on your phone.

For help with common setup questions, please check our Best Practices for a smooth ID verification guide & FAQ. If you still need a hand, feel free to email us at biztech@samsara.com.

App Access

Access to systems and applications will unlock on your first day of work at Samsara. Until then, your Okta apps will show a lock icon, and access to most tools will be restricted. Your IT Onboarding session on your first day will walk you through how to access your email and other core tools. Once you’ve completed the setup steps in this guide, you’re all set—there are no further action items required from the Biztech team unless you run into issues.

Note: if you are stuck with any of the steps above please reach out to biztech@samsara.com for assistance.