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This is an Enterprise feature, contact sales@botdoc.io for more details.

Single Sign-On (or SSO) for Botdoc is facilitated by Auth0.enables businesses and employees to access multiple applications without managing separate usernames and passwords, streamlining user access management. Auth0 facilitates SSO for Botdoc.

In this tutorial, we will cover How to Set up the SSO Connection for Your Organization. If you need more information about how to get the configuration data from your identity provider, check out the following articles:

• Retrieving OpenID Connect informations in Azure Active Directory

• Retrieving SAML XML Metadata from Google Workspace

• https://botdoc.atlassian.net/wiki/x/AYBFb

There are two ways to configure SSO when it has been enabled for your Organization.

First, select the “My Organization” tab on your left-hand menu. Once there you can scroll to the “SSO Configuration” box and select choose your desired method.

There is a SAML configuration and an OpenID configuration.

OpenID:

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SAML:

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When your configuration is set as desired, be sure to check the box “Activate Configuration” and then click “Save SSO Configuration”.

Then, once you saved save the SSO Configuration, you will need to must click “Create Connection“ to complete the SSO Configuration.

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After creating the connection, you will be able to see the SSO Connection Details , and Update or Delete the connection.

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To configure the Service Provider Details in your Identity Provider, copy the values from the following fields:

• ACS URL (“Assertion Consumer Service” URL)

• Entity ID (also known as “Audience URI”)

• Start URL

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⚠️ REMEMBER: It is necessary to click “Save SSO Configuration“ before click clicking “Create Connection” or “Update Connection” in order to update the connection settings values.

When your configuration is set as desired, check the box “Activate Configuration” and click “Save SSO Configuration”.

Attribute Mapping

Whenever possible, we use attribute mapping to directly integrate the fields with the required information.

• Email: Map email attribute to email

• Last Name: Map familyName attribute to family_name

• First Name: Map givenName attribute to given_name

• First Name: Map givenName attribute to name

• Employee ID: Map employeeId attribute to nickname

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