SSO-SAML Custom Feature: Difference between revisions
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|title=SSO-SAML Custom Feature - SimplyBook.me | |title=SSO-SAML Custom Feature - SimplyBook.me | ||
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|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, sso, saml, single sign-on, system login, system access, access to the account | |keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, sso, saml, single sign-on, system login, system access, access to the account | ||
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[[File:Saml icon.png| left]] <br>This custom feature allows to setup Single Sign-On process for you as the system admin and your account users thus enabling login to SimplyBook.me system from MS Azure applications panel. You can create users in MS Azure within the desired access level groups and the corresponding user types will be added in your SimplyBook.me system on the first login. | <!--T:2--> | ||
[[File:Saml icon.png| left]] <br>This custom feature allows to setup Single Sign-On process for you as the system admin and your account users thus enabling login to SimplyBook.me system from MS Azure or Okta applications panel. You can create users in MS Azure/Okta within the desired access level groups and the corresponding user types will be added in your SimplyBook.me system on the first login. | |||
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span><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> & <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[https://www.okta.com Okta SSO]</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> | ||
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==How to set & use Microsoft Azure== | ==How to set & use Microsoft Azure== | ||
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[[File:Sso settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/9a/Sso_settings_path_redesigned.png]] | [[File:Sso settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/9a/Sso_settings_path_redesigned.png]] | ||
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:4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Microsoft Azure Configuration</span> on the left and log in to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure account</span> there to start connection setup. | :4. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Microsoft Azure Configuration</span> on the left and log in to your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">MS Azure account</span> there to start connection setup. | ||
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' You need to have administrator access in MS Azure as well to be able to connect applications.</span> | :<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!''' You need to have administrator access in MS Azure as well to be able to connect applications.</span> | ||
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[[File:Sso connected first block redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/c/cf/Sso_connected_first_block_redesigned.png]] | [[File:Sso connected first block redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/c/cf/Sso_connected_first_block_redesigned.png]] | ||
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:6. In MS Azure please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Active Directory(Entra ID).</span> | :6. In MS Azure please navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Active Directory(Entra ID).</span> | ||
[[File:Manage ms entra id new path.png|1200px|border|center|link=]] | [[File:Manage ms entra id new path.png|1200px|border|center|link=]] | ||
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:7. Select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enterprise applications</span> in the left-side menu and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">add new application.</span><br> | :7. Select <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Enterprise applications</span> in the left-side menu and <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">add new application.</span><br> | ||
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:(you may need paid MS Azure or Premium trial subscription there to add applications) | :(you may need paid MS Azure or Premium trial subscription there to add applications) | ||
[[File:Enterprise applications ms new.png|1200px|border|center|link=https://help.simplybook.me/images/8/8d/Enterprise_applications_ms_new.png]] | [[File:Enterprise applications ms new.png|1200px|border|center|link=https://help.simplybook.me/images/8/8d/Enterprise_applications_ms_new.png]] | ||
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[[File:Sbm saml download cetrificate.png|border|center]] | [[File:Sbm saml download cetrificate.png|border|center]] | ||
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[[File:Base64 certificate paste new.png|1200px|border|center|link=https://help.simplybook.me/images/e/e6/Base64_certificate_paste_new.png]] | [[File:Base64 certificate paste new.png|1200px|border|center|link=https://help.simplybook.me/images/e/e6/Base64_certificate_paste_new.png]] | ||
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[[File:Setup claims new.png|1200px|border|center|link=https://help.simplybook.me/images/8/81/Setup_claims_new.png]] | [[File:Setup claims new.png|1200px|border|center|link=https://help.simplybook.me/images/8/81/Setup_claims_new.png]] | ||
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:17. Copy the claims titles to the corresponding boxes on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me side.</span> | :17. Copy the claims titles to the corresponding boxes on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SimplyBook.me side.</span> | ||
[[File:Copy claims new.png|1200px|border|center|link=https://help.simplybook.me/images/9/9b/Copy_claims_new.png]] | [[File:Copy claims new.png|1200px|border|center|link=https://help.simplybook.me/images/9/9b/Copy_claims_new.png]] | ||
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:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span><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;">It is not possible to connect existing SimplyBook.me side users to MS Azure users.</span> | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">It is not possible to connect existing SimplyBook.me side users to MS Azure users.</span> | ||
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">For such users it is not possible to reset SimplyBook.me passwords, edit access level, username | *<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">For such users it is not possible to reset SimplyBook.me passwords, edit access level, username.</span><br> | ||
:<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">They need to contact MS Azure administrator if they loose access to applications page or contact SimplyBook.me default admin to request personal data report.</span><br> | :<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">They need to contact MS Azure administrator if they loose access to applications page or contact SimplyBook.me default admin to request personal data report.</span><br> | ||
*<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 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> | *<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> | ||
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==How to set & use Okta== | ==How to set & use Okta== | ||
:1. Create account at [https://www.okta.com Okta]. | :1. Create account at [https://www.okta.com Okta]. | ||
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