Azure SSO

Using DocBis with your Microsoft Login without using a (separate) password

Create SAML SSO in Azure AD

Perform the following steps to add SAML SSO in Azure AD:

  • In Azure, go to your `Azure Active Directory` console

  • In the left panel, click `Enterprise applications`

  • Click `+ New application

  • Click `+ Create your own application`

  • Enter a name for your application. Keep the remaining default selections.

  • Click on `Create`

Assign Users to the SSO Configuration

Next, assign users or groups to the SSO configuration.

Important: You should already have created users and groups in Azure AD. If you donโ€™t have any users or groups, create them now before proceeding.

  • Under `Getting Started`, click `Assign Users and Groups`.

  • Click `+ Add user`

  • Select the users and groups you want to assign to this SSO configuration. These users will be able to authenticated in DocBits (using SSO).

  • Click `Select`

  • When youโ€™re satisfied with your selection, click `Assign`

  • Go to the `Groups` view list and find the assigned groups.

Set up SSO in Azure

Next, you need to finish setting up single-sign-on in Azure.

  • In the left panel, click `Single sign-on`

  • Click `SAML`

  • Click `Upload metadata file`

  • Upload the DocBits metadata.xml, which you can find in the Settings menu Integration under SSO Service Provider Settings of your DocBits account.

  • Edit the `Basic SAML Configuration`

  • Check if the `Entity ID`, `ACS URL`, `Sign on URL` and `Logout URL` are populated right.

  • Download the newly generated Federation Metadata XML.

  • Upload the FederationMetadata.xml into the Identity Service Provider Settings of your DocBits account which you can find in the Settings menu Integration.

Last updated