To begin setting up SSO, go to the SSO Settings page. Navigate to app.meetelise.com, click 'Settings' on the left panel, and select 'SSO' from the dropdown.

Configuring your SSO settings will require access to AI Portal, so please make sure that you have login credentials set up. For more information on inviting new users, see Creating and Editing Users in AI Portal.
1. Choose your connection type
Your setup process depends on whether you use SAML or Azure (OpenID). Steps 2 and 3 will update automatically based on your selection in this step. Before proceeding, verify your connection type with your organization.
2. Create an application in your system
After verifying your connection type, create an EliseAI application with parameters specific to your system. Refer to our articles on setting up SSO in SAML or Azure for detailed instructions..
For SAML, ensure the following attributes are passed through: given_name, family_name, email, title, department in addition to all groups.
During the application creation, you'll need to collect information for the next step, which will vary based on your system.
3. Submit information to EliseAI
After creating the application in your SAML or Azure system, the final step is to enter the collected information into AI Portal.
SAML
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SSO Login URL
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X.509 Certificate
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Email domains of your organization

Azure
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Client ID
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Client Secret
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Primary Domain
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Email domains of your organization

After completing the fields, click 'Submit' to finalize. Once the setup is complete, a banner and toggle will appear at the top of the page. Click the 'SSO Disabled' toggle to enable SSO for your organization. The banner will disappear once SSO is activated.

4. Set up Role Mapping
We highly recommend setting up Role Mapping once SSO is activated. You can find instructions to do so in our Setting Up Role Mapping in SSO article.
Please note that we use "location" for community mapping. If you need us to use a different field, please submit a request to our support team.