Here's how to use Single Sign-On with Entra ID.
- Activate Enterprise Security
- Click Settings → Account → Security → Single sign-on:
- Scroll down and download the metadata file link:
- Login to portal.azure.com
- Search for Entra ID and click where it appears under Services:
- Click Manage → Enterprise Applications in the sidebar and click New application:
- Click Create your own application and enter Upsales in the name of your app field
- Click Integrate any other application you don't find in the gallery and click the Create button:
- Click Manage → Single sign-on in the sidebar and select SAML as the SSO method
- Click Upload metadata file and upload the file you downloaded in Step 3:
- This populates the field with information Azure requires for SSO activation
- Under Identifier (Entity ID), click Add identifier:
- In the source attribute field, choose user.mail and click Save:
- Scroll to SAML Signing Certificate and click Edit:
- Click Add new certificate and click the three dots (···) next to the certificate:
- Click PEM certificate download, and click the three dots again and choose Make certificate active:
- Copy the App Federation Metadata URL that appears:
- In Upsales, go to Settings → Account → Security → Single sign-on
- Paste the URL you copied (in Step 17) into the Log in URL field:
- Use a text editor (such as Notepad in Windows or TextEdit in Mac) to open the certificate you downloaded in Step 16
- Copy and paste the certificate text into the Add certificate field (the pasted text should start with ----BEGIN CERTIFICATE---- and end with ----END CERTIFICATE----:
- Click Save and click the toggle to activate SSO and that's it!