How do I set up a SAML 2.0 SSO integration?

You will need to create a SAML 2.0 app or connector and email your Customer Success Manager or launches@tripactions.com the Metadata XML file.

See the steps below for general guidance on how to set this up with your provider and pull the required information. Please note: below steps provide general guidance but the configuration varies based on the provider. 

  1. Log in to your company’s identity provider that supports SAML 2.0 with admin access. 
  2. Create a new SAML 2.0 app or connector called "TripActions."
  3. Set the service URL to https://app.tripactions.com/saml/return
  4. Set the identifier or audience to https://app.tripactions.com
  5. Map the Standard NameID claim to the user ID, login ID or email address.
  6. Create the following claims/assertions configurations:
    1. ‘email’ -- mapped to the user email address.
    2. ‘Given_name‘ -- mapped to the user's first name.
    3. ‘family_name ’-- mapped to the user's last name.
    4. ‘​nameID’ -- mapped to user’s email or login (required).
    5. ‘phone_number’ -- mapped to the user's phone number (optional).
  7. Email your Customer Success Manager or launches@tripactions.com with the SAML 2.0 metadata XML file for the SAML 2.0 provider.

The configuration will appear something like this:

SAML_1__1_.png

The Zendesk support article linked here may have helpful instructions for configuring this information in your provider. One important distinction is that the NameID claim is required, not optional.

 

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