Configure Identity Provider

Overview

This playbook covers how to configure your organization's identity provider in Leadline.

Identity Providers manage user security and provisioning through your identity provider. Single sign-on and user sync are set up after you choose your identity provider.

→ See 102 - Admin-Hub for more information on the Admin Hub and how to access it.

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How Do I Configure My Identity Provider?

1. Navigate to Admin Hub > Users & Security, then select the "Identity Providers" tab at the top. Access the Admin Hub by clicking your initials in the top right of the screen and selecting "Admin Hub."
2. Select the identity provider your organization uses — Microsoft Entra ID (Azure AD), Google Workspace, Okta, or Other Provider for any identity provider that supports OIDC or SAML — by clicking "Choose" on that option.
3. On the "Before you begin" screen, review the recommendations (allocate time to set up, test, and configure your connection; let your users know they won't be able to log in while setup is in progress), then click "Next."
4. On the "Configure ID provider" screen, review what you'll need to configure SAML in your identity provider: the Identity provider entity ID, Single Sign-On URL, Attribute Statements, and an optional SSO Domain. Leadline provides the Identity provider entity ID and Single Sign-On URL for you to enter into your identity provider — use the "Copy" button next to each to copy the values. Optionally enter an SSO Domain (the list of domains that can authenticate through your provider). Attribute Statements map user fields such as email, first name, and last name between systems. Click "Next."
5. On the "Add SAML" screen, enter the SAML Endpoint URL given to you by your identity provider, and provide your identity provider's Public x509 certificate by pasting it in or uploading a PEM or binary .cer file. Click "Next."
6. On the "Test connection" screen, test the connection to verify it works.
7. Once the connection is verified, go to "Save and finish" to complete setup.

You have now set up your identity provider.

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Related Topics

102 - Admin-Hub — Learn about the Admin Hub and how to access the Identity Providers section