--- title: Set Up SAML SSO description: SAML, security --- [Skip to content](https://docs.boardable.com/knowledge/set-up-saml-sso#main-content) ![boardable-logo-dark-1.png\]](https://docs.boardable.com/hs-fs/hubfs/Logos/boardable-logo-dark-1.png?height=38&name=boardable-logo-dark-1.png) Open main navigation Close main navigation - [Go to Boardable](https://app.boardable.com/login) [Go to Boardable](https://app.boardable.com/login) Advice and answers from the Boardable Team - There are no suggestions because the search field is empty. 1. [Help Center](https://docs.boardable.com/knowledge?hsLang=en) 2. [Getting Started](https://docs.boardable.com/knowledge/getting-started?hsLang=en) 3. [Login and Setup](https://docs.boardable.com/knowledge/getting-started?hsLang=en#login-and-setup) # Set Up SAML SSO ## Connect Boardable to your organization’s identity provider. ### In This Article Before You Begin Get Boardable’s SAML Details Configure Your Identity Provider Complete the Setup in Boardable Test and Enable SAML SSO Member Sign-In and Account Access Troubleshooting --- ### Before You Begin SAML single sign-on (SSO) allows members to access Boardable using credentials managed by your organization’s identity provider (IdP). Boardable supports Okta, Microsoft Entra ID, Google Workspace, Auth0, OneLogin, JumpCloud, Ping Identity, Keycloak, and other SAML 2.0-compliant providers. SAML SSO is available on Pro and Pro Plus plans. To complete the setup, you need: - Administrator access to your Boardable organization - Administrator access to your identity provider - Approximately 20 minutes --- ### Get Boardable’s SAML Details 1. In Boardable, go to**Settings \> SAML SSO**. (If you don't see the SAML SSO tab, contact [customer service](mailto:support@Boardable.com) to enable it for your organization) 2. Find the **Service Provider (SP) Information** section. 3. Copy the following organization-specific values: | IdP field | Boardable value | | --- | --- | | Entity ID or Audience URI | `https://app.boardable.com/saml/{organization-id}/metadata` | | ACS or Reply URL | `https://app.boardable.com/saml/{organization-id}/acs` | | Single Logout URL | `https://app.boardable.com/saml/{organization-id}/sls` | | SP Metadata URL | `https://app.boardable.com/saml/{organization-id}/metadata` | Use the values displayed in your account to avoid errors. --- ### Configure Your Identity Provider 1. Create a **SAML 2.0 application** in your IdP. 2. Import Boardable’s SP Metadata URL or enter the Entity ID and ACS URL manually. 3. Configure the following settings: | Setting | Requirement | | --- | --- | | NameID | User’s email address | | NameID format | `emailAddress` | | ACS binding | HTTP-POST | | Assertion signing | Required | | Signature and digest | RSA-SHA256 and SHA-256 | 1. Send the user’s email address as an attribute. First and last names are optional but recommended. 2. Assign the users or groups that should have access to Boardable. Boardable recognizes each provider’s standard email, first-name, and last-name attributes. If the email attribute is missing, Boardable can use the NameID when it contains a valid email address. > **Important:** Create a SAML application, not an OAuth or OpenID Connect application. Boardable rejects unsigned SAML assertions. --- ### Complete the Setup in Boardable 1. Return to **Settings \> SAML SSO**. 2. Under **Identity Provider (IdP) Configuration**, enter: - **Identity Provider Type** - **IdP Entity ID**, sometimes called the Issuer - **IdP SSO URL**, sometimes called the Sign-on or Login URL - **IdP Single Logout URL**, if applicable - **IdP X.509 Certificate** 3. Paste the certificate or upload a `.pem`, `.crt`, or `.cer` file. 4. Select **Save Configuration**. 5. Choose your provisioning options: | Option | What it does | | --- | --- | | **Just-in-Time Provisioning** | Creates accounts for authorized users who do not already have one | | **Assign role** | Assigns new users the Board Member or Observer role | | **Update user attributes on login** | Updates first and last names using IdP information | | **Allow password fallback for admins** | Lets administrators use their Boardable passwords if the IdP is unavailable | JIT provisioning cannot grant administrator access. We recommend allowing password fallback for administrators during rollout. --- ### Test and Enable SAML SSO 1. Select **Test Configuration** to check the certificate, URLs, and required fields. 2. Resolve any errors found during the test. 3. Turn on **Enable SAML SSO**. 4. If desired, create a **Custom URL Slug** for a shorter sign-in link: `https://app.boardable.com/sso/{your-slug}` 5. Test the sign-in process with a non-administrator account before sharing it with members. --- ### Member Sign-In and Account Access Members can sign in from: - The Boardable tile in your IdP dashboard - Your custom SSO link - `https://app.boardable.com/saml/{organization-id}/login` - `https://app.boardable.com/saml/login`, where they can enter the organization ID Boardable matches accounts by email address: - Existing organization members are linked to the IdP during their first SSO sign-in. - Users who have a Boardable account but are not members of your organization must be invited before signing in. - New accounts are created automatically only when JIT provisioning is enabled. - Members who use only SSO are directed to the organization’s SSO page instead of receiving a standard password-reset link. If you configure an IdP Single Logout URL, a signed logout request from your IdP will end the member’s Boardable session. Signing out of Boardable does not sign the member out of the IdP. --- ### Troubleshooting | Issue | Resolution | | --- | --- | | SSO authentication failed | Confirm the IdP certificate is current and assertion signing is enabled | | Audience or recipient mismatch | Copy the Entity ID and ACS URL exactly as shown in Boardable | | User is not a member of the organization | Invite the user or enable JIT provisioning for new accounts | | Organization ID cannot be found | Copy the organization ID from your Boardable URL | | Sign-in link expired | Start again; sign-in handoff links expire after two minutes and cannot be reused | | Names are missing | Confirm your IdP sends its standard first-name and last-name attributes | | Intermittent signature failures | Confirm your IdP’s clock is synchronized | For additional help, provide Support with your organization ID, IdP type, error message, and the approximate time of the failed attempt. Do not send passwords or private keys. --- Questions? 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