SSO-SAML Custom Feature: Difference between revisions

{{#seo:

|title=SSO-SAML Custom Feature - SimplyBook.me

|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

}}

[[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.

<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>

__FORCETOC__

[[File:Sso settings path redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/9/9a/Sso_settings_path_redesigned.png]]

<br><br>

: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>

[[File:Sso connected first block redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/c/cf/Sso_connected_first_block_redesigned.png]]

<br><br>

: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=]]

<br><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>

:(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:Sbm saml download cetrificate.png|border|center]]

<br><br>

[[File:Base64 certificate paste new.png|1200px|border|center|link=https://help.simplybook.me/images/e/e6/Base64_certificate_paste_new.png]]

<br><br>

[[File:Setup claims new.png|1200px|border|center|link=https://help.simplybook.me/images/8/81/Setup_claims_new.png]]

<br><br>

: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]]

*<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>

<br><br>