SSO-SAML Custom Feature: Difference between revisions

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'''Please note!'''

Currently SSO is available with [https://portal.azure.com/#home Microsoft Azure(Microsoft Entra ID)] only.

Currently SSO is available with [https://portal.azure.com/#home Microsoft Azure(Microsoft Entra ID)] & [https://www.okta.com Okta SSO] only.

__FORCETOC__

==How to set & use Microsoft Azure==

;How to use:

:1. Create account at [https://portal.azure.com/#home Microsoft Azure] if you do not have one yet.

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*If you need to restrict access for such users you can remove or block them on MS Azure side.

*If you change the group the user is included to on MS Azure side or remove the user there the access level will be updated on SimplyBook.me side within several minutes or the user will be logged out.

==How to set & use Okta==

:1. Create account at [https://www.okta.com Okta].

:2. Navigate to '''Applications''' in Okta admin panel and click to create a new app there.

[[File:Okta create app integration path.png|1200px|center|link=https://help.simplybook.me/images/c/c7/Okta_create_app_integration_path.png]]

:3. Add the desirable name and upload a logo.

[[File:Okta app add name & logo.png|1200px|center|link=https://help.simplybook.me/images/0/0a/Okta_app_add_name_%26_logo.png]]

:4. Select '''SAML''' method.

[[File:Okta app saml select.png|1200px|center|link=https://help.simplybook.me/images/4/4b/Okta_app_saml_select.png]]

:5. On the SAML settings step please copy the '''Audience URI''' and '''Okta Single Sign-On URL''' from SimplyBook.me SSO-SAML custom feature -> Manage -> Okta SAML Single Sign-On and paste to the corresponding fields on the Okta side.

[[File:Create saml integration step 1.png|1200px|center|link=https://help.simplybook.me/images/3/37/Create_saml_integration_step_1.png]]

:6. Set '''Name ID''' and '''Application username''' as in the image below.

[[File:Create saml integrattion 2.png|1200px|center|link=https://help.simplybook.me/images/3/32/Create_saml_integrattion_2.png]]

:7. Scroll the page to '''Attribute settings''' and add the attributes for name, email, id and firstname as in the example.

:And separately '''group''' attribute in the corresponding block.

[[File:Saml add attribite statements.png|1200px|center|link=https://help.simplybook.me/images/8/8c/Saml_add_attribite_statements.png]]

:On the SimplyBook.me side please make sure the same attributes are indicated in the '''User attributes and claims''' tab.

:8. Proceed to the next step.

[[File:Saml proceed to the next.png|1200px|center|link=https://help.simplybook.me/images/0/03/Saml_proceed_to_the_next.png]]

:9. The app is now saved. Please open '''Sign on''' tab and click on ''' on '''More details''' there.

[[File:Saml sign on more details.png|1200px|center|link=https://help.simplybook.me/images/4/4c/Saml_sign_on_more_details.png]]

:10. Copy '''Sign on URL''', '''Sign out URL''', '''Issuer''' and '''Signing certificate''' in Okta and paste them to the corresponding fields in SimplyBook.me SSO-SAML custom feature -> Manage -> Okta SAML Single Sign-On

[[File:Saml copy urls from okta.png|1200px|center|link=https://help.simplybook.me/images/3/38/Saml_copy_urls_from_okta.png]]

:11. Now in Okta interface make sure all necessary employees are added to the system in '''People''' tab.

[[File:Add people okta.png|1200px|center|link=https://help.simplybook.me/images/b/b7/Add_people_okta.png]]

:12. In '''Groups''' tab - create the groups matching the SimplyBook.me access levels. Assign the employees to these groups.

[[File:Create groups okta.png|1200px|center|link=https://help.simplybook.me/images/c/c0/Create_groups_okta.png]]

[[File:Assign people to groups okta.png|1200px|center|link=https://help.simplybook.me/images/0/07/Assign_people_to_groups_okta.png]]

:13. Assign the groups and people to the application that you've created.

[[File:Assign applications to groups.png|1200px|center|link=https://help.simplybook.me/images/7/78/Assign_applications_to_groups.png]]

:14. In the SimplyBook.me side please indicate the groups names in the '''User groups matching settings''' tab. Save settings.

:15. Everything is ready now. Your employees an now log in to your company account at SimplyBook.me with one single click on the Okta panel (the user in SimplyBook.me will be automatically create on the first login with the corresponding rights)

[[File:Login screen okta.png|1200px|center|link=https://help.simplybook.me/images/0/06/Login_screen_okta.png]]

@@ Line 10: / Line 10: @@
 <br><br>
 <span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span><br>
-<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Currently SSO is available with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://portal.azure.com/#home Microsoft Azure(Microsoft Entra ID)]</span> only.</span>
+<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Currently SSO is available with <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://portal.azure.com/#home Microsoft Azure(Microsoft Entra ID)]</span> & <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://www.okta.com Okta SSO]</span> only.</span>
+__FORCETOC__
+==How to set & use Microsoft Azure==
-;How to use:
 <br>
 :1. Create account at <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://portal.azure.com/#home Microsoft Azure]</span> if you do not have one yet.
@@ Line 100: / Line 100: @@
 *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you need to restrict access for such users you can remove or block them on MS Azure side.</span><br>
 *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">If you change the group the user is included to on MS Azure side or remove the user there the access level will be updated on SimplyBook.me side within several minutes or the user will be logged out.</span>
+<br><br><br><br>
+==How to set & use Okta==
+:1. Create account at [https://www.okta.com Okta].
+<br><br>
+:2. Navigate to '''Applications''' in Okta admin panel and click to create a new app there.
+[[File:Okta create app integration path.png|1200px|center|link=https://help.simplybook.me/images/c/c7/Okta_create_app_integration_path.png]]
+<br><br>
+:3. Add the desirable name and upload a logo.
+[[File:Okta app add name & logo.png|1200px|center|link=https://help.simplybook.me/images/0/0a/Okta_app_add_name_%26_logo.png]]
+<br><br>
+:4. Select '''SAML''' method.
+[[File:Okta app saml select.png|1200px|center|link=https://help.simplybook.me/images/4/4b/Okta_app_saml_select.png]]
+<br><br>
+:5. On the SAML settings step please copy the '''Audience URI''' and '''Okta Single Sign-On URL''' from SimplyBook.me SSO-SAML custom feature -> Manage -> Okta SAML Single Sign-On and paste to the corresponding fields on the Okta side.
+[[File:Create saml integration step 1.png|1200px|center|link=https://help.simplybook.me/images/3/37/Create_saml_integration_step_1.png]]
+<br><br>
+:6. Set '''Name ID''' and '''Application username''' as in the image below.
+[[File:Create saml integrattion 2.png|1200px|center|link=https://help.simplybook.me/images/3/32/Create_saml_integrattion_2.png]]
+<br><br>
+:7. Scroll the page to '''Attribute settings''' and add the attributes for name, email, id and firstname as in the example.<br>
+:And separately '''group''' attribute in the corresponding block.<br>
+[[File:Saml add attribite statements.png|1200px|center|link=https://help.simplybook.me/images/8/8c/Saml_add_attribite_statements.png]]
+<br><br>
+:On the SimplyBook.me side please make sure the same attributes are indicated in the '''User attributes and claims''' tab.
+<br><br>
+:8. Proceed to the next step.
+[[File:Saml proceed to the next.png|1200px|center|link=https://help.simplybook.me/images/0/03/Saml_proceed_to_the_next.png]]
+<br><br>
+:9. The app is now saved. Please open '''Sign on''' tab and click on ''' on '''More details''' there.
+[[File:Saml sign on more details.png|1200px|center|link=https://help.simplybook.me/images/4/4c/Saml_sign_on_more_details.png]]
+<br><br>
+:10. Copy '''Sign on URL''', '''Sign out URL''', '''Issuer''' and '''Signing certificate''' in Okta and paste them to the corresponding fields in SimplyBook.me SSO-SAML custom feature -> Manage -> Okta SAML Single Sign-On
+[[File:Saml copy urls from okta.png|1200px|center|link=https://help.simplybook.me/images/3/38/Saml_copy_urls_from_okta.png]]
+<br><br>
+:11. Now in Okta interface make sure all necessary employees are added to the system in '''People''' tab.
+[[File:Add people okta.png|1200px|center|link=https://help.simplybook.me/images/b/b7/Add_people_okta.png]]
+<br><br>
+:12. In '''Groups''' tab - create the groups matching the SimplyBook.me access levels. Assign the employees to these groups.
+[[File:Create groups okta.png|1200px|center|link=https://help.simplybook.me/images/c/c0/Create_groups_okta.png]]
+[[File:Assign people to groups okta.png|1200px|center|link=https://help.simplybook.me/images/0/07/Assign_people_to_groups_okta.png]]
+<br><br>
+:13. Assign the groups and people to the application that you've created.
+[[File:Assign applications to groups.png|1200px|center|link=https://help.simplybook.me/images/7/78/Assign_applications_to_groups.png]]
+<br><br>
+:14. In the SimplyBook.me side please indicate the groups names in the '''User groups matching settings''' tab. Save settings.
+<br><br>
+:15. Everything is ready now. Your employees an now log in to your company account at SimplyBook.me with one single click on the Okta panel (the user in SimplyBook.me will be automatically create on the first login with the corresponding rights)
+[[File:Login screen okta.png|1200px|center|link=https://help.simplybook.me/images/0/06/Login_screen_okta.png]]
 <br><br>
 <br><br>