Setting Up Role Mapping in SSO

Role mapping is essential for ensuring that users have the correct permissions and access levels based on their roles within your organization's property management system. By leveraging SSO, you can streamline user authentication and authorization, improve security, and enhance the user experience.

Permissions

The following permissions are required to set up role mapping. 

Update permissions in your AI Portal's Users > Manage Users page. See the Set Up and Invite Users article for instructions.

Role Mapping Setup

Follow these steps to set up role mapping effectively, allowing your team to access the right resources with ease and confidence.

On the Manage Users - SSO page, click the JIT (Mapping) tab at the top of the page. 

Select an option in the PMS Community Mapping Strategy dropdown at the top of the page. This determines how our system matches users that sign in with SSO to their profiles in your external PMS. 

• Always: Always use PMS community assignments in addition to your AI Portal's role mapping setup.
• Fallback: Fall back to PMS community assignments if no information is found in your AI portal's role mapping setup.
• Never: Never use PMS community assignments. 

Fill in roll mapping info. The numbers in the screenshot above correspond to each step in the instructions below:

1. Align User Field Name

   • Fill in the user field box to match the field that corresponds with the user’s role in your PMS directory

   • Example: If the field in your directory is “job_title,” use “job_title” as the user field name

     • Please note that this field is case sensitive

2. Input Role Titles

   • Enter the actual role titles in the “Your Title values” section

   • Example: For a user with the title "Community Manager," input “Community Manager” in the values section

   • You can add multiple roles in “Your Title values” if they share the same permissions and use a comma to separate them

     • Please note that this field is case sensitive

3. Assign EliseAI Roles

   • In the “EliseAI Roles” drop down, assign the corresponding role with the appropriate permissions that match the role titles you entered into “Your Title values.”

   • This ensures that each user’s role in your directory aligns with their permissions in EliseAI

   • You can choose from your organization's custom roles. See Set Up and Invite Users in AI Portal for instructions on creating custom roles. 

4. Add Additional Roles

   • To add more roles and their associated permissions, click “Add mapping” in the bottom right to add additional job titles

   • Continue to add specific role titles and their corresponding EliseAI role to map your users accurately

By following these steps, you can ensure that your users are mapped correctly to their roles, allowing them seamless access to the appropriate resources and permissions within EliseAI.

Login Log

Click the Login Log tab at the top of the page to view a log of recent SSO logins. 

The page lists the following for past SSO logins: 

• User's Email
• Login Timestamp
• User's Name
• SSO Mapped Roles
• SSO Mapped Communities

Use this page to assess role/community mapping and troubleshoot any issues.