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Configuring SSO with SAML IdP
Franz Prowant avatar
Written by Franz Prowant
Updated over 3 weeks ago

⚠️ We currently don't support clicking on the app tile within the IdP, users must access the Cheqroom login page. We recommend that you bookmark that link for faster access. This is because we only support SP-initiated SSO flow.

Create Cheqroom application in SAML IdP

Please use our specific help pages if you are configuring SSO for on of the following IdP’s:

If your IdP isn’t listed above, then you will need to check the documentation of your SAML IdP how to add Cheqroom as a Service Provider (SP).

Cheqroom requires that the IdP returns NameID and email in the claim attributes of your SAML response. So don’t forgot to correctly configure these attributes to be return in the SAML response.


Get Cheqroom Metadata to enter in SAML IdP

  • Log in to your Cheqroom account

  • Go to Settings > Authentication

  • Enable or edit SSO configuration:

    • If you haven’t enabled your SSO configuration already, click the Enable SAML SSO toggle

    • If SAML SSO is already enabled, click Edit SSO Configuration

  • The Cheqroom metadata section provides all required information you need to enter in SAML IdP



Get SAML IdP metadata to upload in Cheqroom

  • Log in to your SAML IdP

  • Find the SAML IdP metadata

    You can upload a metadata XML file or enter a metadata url in Cheqroom



Enable SSO in Cheqroom

  • Log in to your Cheqroom account

  • Go to Settings > Authentication

  • Click Enable SAML SSO toggle

  • Choose SAML as SAML Identity Provider

  • Cheqroom Metadata is needed to setup a Cheqroom application in SAML, see Create Cheqroom application in SAML IdP

  • Upload metadata or enter metadata url of SAML IdP, see Get SAML IdP Metadata to upload in Cheqroom

  • Click Next to go to the Settings configuration step

  • Roles configuration

    • Choose a Default role, this will be assigned to a user who logs in through SAML IdP but has no assigned role. Here we recommend using a role that hasn't got a lot of permissions (for example the Equipment Viewer role)

    • Choose how user roles are managed, this lets you choose if you want to manage the roles from SAML IdP or keep the role management in Cheqroom. See Configure how roles are managed for SSO for more information.

  • User groups configuration This option is only available if you have created some user groups for your account, see Create User Groups

  • Click Next to go the the Attribute mappings step

  • Click Next to go the the Test connection step



Configuring User Roles in SAML IdP

When you want to manage user roles from your SAML IdP, you will need to make sure that your IdP returns a cheqroom__role claim attribute in the SAML response.

Check to documentation of your SAML IdP how you can map the Cheqroom role attributes to the cheqroom__role claim. See Configure how roles are managed for SSO to get possible role values to return from your IdP.



Configuring User Groups in SAML IdP

When you want to manage user groups from your SAML IdP, you will need to make sure that your IdP returns a cheqroom__user_group claim attribute in the SAML response.

Check to documentation of your SAML IdP how you can map the Cheqroom user group attributes to the cheqroom__user_group claim. See Configure how User Groups are managed for SSO to get possible user groups values to return from your IdP.


Troubleshooting Common Issues

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