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How to Configure SAML 2.0 for CallPlease

Read this before you enable SAML

Enabling SAML will affect all users who use this application, which means that users will not be able to sign in through their regular sign-in page. They will be able to access the app through the Okta service.•

Backup URL

CallPlease doesn’t provide a backup sign-in URL where users can sign in using their regular username and password. You can contact CallPlease Support (support@callplease.com) to turn off SAML, if necessary. [CallPlease Support Tickets]


Contents

  • Supported Features
  • Configuration Steps
  • Notes

Supported Features

The Okta/CallPlease SAML integration currently supports the following features:

  • SP-initiated SSO
  • IdP-initiated SSO

For more information on the listed features, visit the Okta Glossary.

Configuration Steps

  1. Contact the CallPlease Support team (support@callplease.com) and request that they enable SAML 2.0 for your account.
  2. Include the Metadata URL located on the Sign On tab > Sign on methods > SAML 2.0 -> Metadata details with your request.
  3. CallPlease Support will process your request and will provide you with the SSO ID and Encryption Certificate. After receiving a confirmation email, you can start assigning people to the application.
  4. In Okta, select the Sign On tab for the CallPlease SAML app, then click Edit: .
    • Encryption Certificate: Upload your certificate (step 3)
    • Scroll down to Advanced Sign-on Settings
    • Enter your SSO ID (step 3)
    • Application username format: Select email
    • Click Save

Notes

The following SAML attributes are supported:

NameValue
emailuser.email

SP-initiated SSO

  1. Go to https://app.example.com/
  2. Enter your email, then click Continue.

Begin the process by contacting your Enterprise Point of Contact or by sending a request to CallPlease Support by clicking here.

*CallPlease supports a transition between regular sign-in and SAML 2.0. Both can be active for a period of time.

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