SSO Authentication

Introduction

This guide explains how to set up Single Sign-On (SSO) for Cloudoffis using Microsoft Azure Active Directory, so your team can log in to SMSF Auditomation securely with their existing Azure credentials.

Activation Request to Cloudoffis

First, you must submit a request to our Support team to have the SSO Authentication page activated in Cloudoffis, which would lead you to the following page,

SSO Authentication Process (Azure)

After the activation, kindly follow the steps given below to authenticate SSO in Azure:

Step 1: Log in to the Azure portal. Open your web browser and navigate to https://portal.azure.com.

Step 2: Select Enterprise Applications from the Microsoft Azure Home-Screen and select domain in All Applications.

Step 3: To add a new application, select New Applications<< Create Your Own Application.

Step 4: Go to the right-hand side section, In Create your Own Application add the Name Of Your APP in the text box, then click on Create button.

Step 5: Locate and edit the application configured for Cloudoffis, then click on Setup Single Sign-On.

Step 6: Locate and click on Single sign-on from the left-hand menu to proceed with the configuration.

Step 7: Under SAML, you will find fields for Identifier (Entity ID) and Reply URL (Assertion Consumer Service URL). Update their values by clicking on the edit.

Basic SAML Configuration (Examples):

Identifier (Entity ID):  https://<subdomain>.cloudoffis.com.au/cloudoffisDev

Reply URL (Assertion Consumer Service URL): https://<subdomain>.cloudoffis.com.au/cloudoffisDev/api/call-back/azure/validate

On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Certificate (Base64). Select Download to download the certificate and save it on your computer.

In the Set up SMSF Audit section, copy the appropriate URL (or URLs) based on your requirements.

Step 8: Save the changes.

You have successfully updated the SSO configuration for the Cloudoffis system.

Configure Azure AD SSO

To enable Azure AD SSO in the Azure portal, follow these steps: 

1.        In the Azure portal, on the Cloudoffis SMSF Auditomation application integration page, find the Manage section, and then select single sign-on.

2.        On the Select a single sign-on method page, select SAML.

3.        On the Set up single sign-on with SAML page, select the pen icon for Basic SAML Configuration to edit the settings.

SSO Authentication Process (SMSF Auditomation)

Step 1: After logging in to your Auditomation portal, click on the Profile > Subscription > Integration > SSO Authentication.

Step 2: On the appearing page, fill in the details.

Enter Azure Application Details: These details can be collected from Azure and are required to be filled in for configuration.

Enter Sub Domain: This is where we set up a unique sub-domain name to access SMSF Audit.

Step 3: Once all the details are filled, click on Check > Confirm and then on Sync > Submit & Verify.

Note:-

1. Once the Azure user list is synchronized with Audit, all users synced from the client will be displayed in the Audit > Admin > Staff tab.
   
2. These users can log in to SMSF Audit using their Azure credentials via a client-specific link. Upon opening this link, users will encounter the Microsoft Azure login page.
   
3. After successfully logging in, they will be redirected to the SMSF Audit dashboard.
   

Cloudoffis Integration

To complete the integration with Cloudoffis, you need to send us confirmation at http://support@cloudoffis.com.au/, to notify us that all of the above procedure is completed.

Note: If possible, kindly send a screenshot of the integrations page, attached.

 

To learn more about the process, explore best practices, and make the most of our features, please visit our Knowledge Base. Contact our Support team if you need any assistance.

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