Integrating with Federated Identity Providers
Before reading this you might want to read:
- Overview of a Customer Account (aka Worksoft SaaS Domain)
- Project, Products and Users within a Customer's Worksoft SaaS Domain
- Quick Guide to Regression Testing with Worksoft SaaS
- Home of the User Administration
Main Article
Configuring the Integration with an External Federated Identity Provider
To integrate your Worksoft SaaS domain with your company's federated identity provider (system), go to the home screen of the 'Federated Identity Providers' by accessing the 'Federated Identity Providers' option within the 'Integrations' section of the administrative person user's hamburger menu.
For you to able to integrate one or more federated identity providers that you and may your service providers/vendors use with your Worksoft SaaS domain, you must first enable the 'External Federated Identity Providers' authentication type within the 'Domain Information' screen.
Setting up integration with a Federated Identity Provider
When on the home screen of the 'Federated Identity Providers' simply click on the 'Create' button to start integrating with a external federated identity provider.
When you get to the create screen, fill out a unique name for your integration. Optionally you can enter a description for the system you are integrating with or any other information that you deem to be important to be captured within Worksoft SaaS.
The most important piece of information that is critical for the integration is the meta document that is either browser uploaded into the create federated identity provider screen or referenced via a publicly accessible URL that is keyed into the URL field.
Optionally, you can also specify one or more email domains within which the users trying to access the functionality within Worksoft SaaS must have email addresses. If you choose this option, even if a user gets successfully authenticated at the external federated identity provider, if that user has an email address that is outside the approved list of email domains, he/she will NOT be allowed to access your Worksoft SaaS domain.
Listing of Federated Identity Providers
Once you configure the integration with a federated identity provider, it will show up within the home screen of the federated identity providers within your domain.
