Auth0 - SAML integration

Use these instructions to configure your Auth0 account with WhosOffice for single sign on.

If you require any assistance with this setup please contact support@whosoffice.com

Pre-requisites

• You need to have an existing account with an Administrator role on WhosOffice to complete these steps
• You need to set up a Connection, which is a source of users. Connections can be databases, social identity providers, or enterprise identity providers, and can be shared among different applications. You may set up more than one connection for use with SSO integrations.

1. Identify your sub-domain from WhosOffice

1. Login to your WhosOffice account
2. From the Settings menu, go to Company
3. Make a note of your sub-domain from this page, it will be in bold as shown below.

2. Add WhosOffice to your Auth0 account

1. Login to your Auth0 account
2. From the left hand menu, click on Marketplace
3. Search for and click on "whosoffice" in the marketplace directory
4. Top right of the page will be an orange button titled "+ ADD INTEGRATION", click this button
5. You may need to read and consent to the integration

3. Configure Auth0 SSO Integration

1. Enter a name for your SSO Integration, configure the following settings, and select Save.
2. Replace {sub-domain} with your sub-domain retrieved above in both the Audience and Callback URL fields.
3. Select Save
4. Select the Tutorial tab, then select Download next to "Identity Provider Metadata". This will download the metadata file to your computer.

4. Configure your WhosOffice account

1. Login to your WhosOffice account
2. From the settings menu, go to Company
   
3. Click on the "Single Sign On" tab
   
4. Select "Auth0" from the provider drop down and click on "Activate Login Provider"
5. Using the form, browse to the SAML metadata file you downloaded in Step 3, click on Upload
   
6. Click on Save Changes
   Note: If you would like to force users to Authenticate through Auth0 (for online logins only), make sure "Force SAML" is selected as "Yes" then click on "Save Changes".

5. Enable WhosOffice SAML connector

For details on how to specify which users are able to use the WhosOffice connector from your Auth0 account, refer to the support section within Auth0.

6. Verify that SSO is working

1. Ensure that you are logged out of your WhosOffice account
2. Navigate to https://{sub-domain}.my.whosoffice.com
   Remember to replace {sub-domain} with your company's dedicated sub-domain from Step 1.
3. If you have chosen to "Force SAML" you will be automatically redirected to the Auth0 sign-in page
4. If you have chosen NOT to "Force SAML" you will see the WhosOffice login screen with an option to login through Auth0
   
5. After you have authenticated your login with Auth0 you will be redirected to your WhosOffice account