Organization Client Portal User Guide

Organization Client Portal User Guide / Settings / Single Sign-On (SSO) BETA / SAML Authentication and Provisioning / Azure AD Procedure / Instructions for Manual Data Configuration

Instructions for Manual Data Configuration

SAML Configuration in Azure AD

Stop following the main procedure at step 3 of section C. Configuring SAML in Azure AD, and follow the instructions below.

  1. Click Edit in the first block, which is titled Basic SAML Configuration.

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  2. Enter the data in the panel that appears, copying the information from the Client Portal window you left open before.

4.1 Start by clicking Add identifier.

4.2 Copy the text from the Entity ID field in the Client Portal and paste it into the Identifier (Entity ID) field in Azure AD. (Shown with the blue arrow.)

4.3 Click Add reply URL.

4.4 Copy the text from the Reply URL (Assertion Consumer service URL) field in the Client Portal and paste it into the Reply URL (Assertion Consumer Service URL) field in Azure AD. (Shown with the green arrow.)

4.5 Copy the text from the Logout URL field in the Client Portal and paste it in the Logout URL (optional) field in Azure AD. (Shown with the orange arrow.)

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4.3

  1. Click Save and close the panel.

  2. Resume the main procedure from step 7 in section C. Configuring SAML in Azure AD.

SAML Configuration in the Client Portal

Follow the instructions below instead of those in the main procedure at the beginning of section D. Configuring SAML in the Client Portal.

  1. Return to the Client Portal window and continue the configuration procedure outlined in Step 2 — SAML Configuration. You will need the information in the Azure AD window you left open at the end of section C.

1.1 Copy the text from the second field in Azure AD, Azure AD Identifier, and paste it into the first field in the Client Portal, Entity ID. (Shown with the blue arrow.)

1.2 Copy the text from the Login URL in Azure AD and paste it into the Login URL in the Client Portal (Shown with the green arrow.)

1.3 Copy the text from the Logout URL in Azure AD and paste into the Logout URL (optional) field in the Client Portal (Shown with the orange arrow.)

Once all this information has been copied into the Client Portal, you may close the Azure AD window.

  1. Upload the certificate you downloaded earlier from Azure AD by clicking the Choose File button.

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  2. Resume the main procedure from step 2 in section D. Configuring SAML in the Client Portal.