New Phone Checklist: Setting up Okta Verify, Slack EMM, Email, and Calendar on a new phone.

Overview

This guide walks you through setting up Okta Verify, Slack EMM, Email, and Calendar on a new phone. Use it when you have a new device, are resetting Okta MFA, or have lost access to your previous phone.

1. Resetting Okta MFA (Standard Flow with Access to Okta)

Use this flow if you can still sign in to Okta from a computer and want to register your new phone.

1. On your computer, open Google Chrome and go to: https://samsara.okta.com/

2. Sign in with your Okta credentials as usual.

3. Once logged in, click your name in the top‑right corner and select Settings from the dropdown.

4. Scroll down to the Security Methods section. Here you’ll see all your enrolled authentication factors (e.g., Okta Verify, security keys, biometrics, etc.).
5. Find Okta Verify in the list and select the option to add or set up another mobile smartphone.

6. You will arrive at the following screen. Click Continue (Note if you are located in the UK, EU, or Quebec skip to the end).

7. You will now be redirected to Incode and you will see a unique QR code. Scan the QR code using your new smartphone (tablets will not work for this step) and select the link to continue with Incode.

8. You will be guided through the Incode setup process. Follow the instructions on your phone. For a seamless experience, we recommend checking our Best Practices for a smooth ID Verification for examples of valid IDs and tips for capturing a successful selfie.
9. After successful completion of ID verification, you will now be guided to set up Okta Verify on your new mobile smartphone. For more information see Enrolling Alternative Multifactor Options in Okta.

10. Once Okta Verify is working on your new phone, return to Security Methods on Okta and:

11. Remove your old mobile smartphone from Okta Verify if you won’t be using it anymore.

12. While you’re here, consider enrolling alternative MFA options (e.g., Touch ID, Windows Hello, YubiKey, Google Authenticator) so you have backup factors in case you lose your phone again. You can follow the internal article “Enrolling Alternative Multifactor Options in Okta” for detailed steps.
     

2. Resetting Okta MFA When You’ve Lost Your Phone (No Other Factors Enrolled)

Use this flow if you no longer have access to your old phone and you don’t have any other MFA methods set up. 

If you can still log into Okta, you do not need IT to reset your MFA (Okta Verify). Instead, follow this self-service guide:
Enrolling Alternative Multifactor Options in Okta.

1. Contact BizTech to reset your Okta MFA:

   • Open #help-biztech in Slack and file a ticket, or

   • Send an email to it@samsara.com.

2. You may be prompted to open a Google Form:

   • Attach a selfie where you are holding:

     • Your Samsara badge or photo ID, and

     • A piece of paper with today’s date written on it.

   • The photo must be taken on the same day to be valid.

3. After BizTech verifies your identity, they will reset your Okta account so you can add your new phone.

4. On your new phone, install the Okta Verify app from the App Store (iOS) or Play Store (Android).

5. On your computer, go to https://samsara.okta.com/, sign out of Okta, then sign back in. This should trigger the prompt to set up Okta Verify again.

6. When prompted in your browser:

   • Choose your phone’s OS type (iOS, Android, etc.).

   • Follow the on‑screen instructions to start the Okta Verify setup.

7. On your phone, open the Okta Verify app and tap Add Account, then sign in when prompted.

8. Back on your computer, Okta will display a barcode/QR code.

9. Use the Okta Verify app on your phone to scan the QR code shown on your computer.

10. Once the scan completes successfully, your new phone is enrolled, and you’re finished.

3. Setting Up Email and Calendar on Your New Phone

On iOS devices (iPhone or iPad), please download and use the official Gmail and Google Calendar apps from Google.

Follow prompts to log in using your Okta credentials.

On Android, simply sign into the Gmail and Google Calendar apps that download on your device once you enroll in Samsara's MDM.