How to set up SAML Single Sign-On (SSO)

SAML 2.0 is the Single Sign-On (SSO) standard for enterprise cloud applications.

Using SAML, administrators can manage user access from a single place, and users can access different applications with a single login through an identity provider (IdP) like OneLogin, Okta, G Suite, or another IdP. This provides your organization with higher security and greater convenience.

Set it up by uploading a validation certificate to Insightly and copying the Insightly SAML URL to your identity provider.

To enable SAML single sign-on in Insightly:

  1. You'll need to have an account with an identity provider like OneLogin, Okta, Ping Identity, G Suite, or another IdP.
  2. Add your users to Insightly and have them complete their registration. Each email address you use here will need to match each user's email address in the other systems you're connecting to.
  3. In Insightly, go to System Settings > SAML Single Sign-On.
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  4. Check Enable SAML Sign-on.
  5. Copy the Sign-in page URL.
  6. In your identity provider's settings, set up a SAML app for Insightly
  7. Paste the Insightly sign-in page URL in the appropriate field.
  8. Enter an Insightly administrator's email address from your account.
  9. Download the IdP's public key/certificate file.
  10. In Insightly, go back to System Settings > SAML Single Sign-On.
  11. Upload the certificate or XML metadata file. If you have both, you only need to upload one.
  12. Click Save.

Now your users can go log in to your identity provider, access their application panel, and log right in to Insightly.

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