The instructions below explain how to create an EliseAI application in SAML, as well as how to obtain the SSO Login URL and X.509 Certificate to provide to us.

OKTA

1. On the Okta Dashboard, navigate to the Applications page in the left sidebar
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2. Click Create App Integration
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3. In the pop up, select SAML 2.0 as the sign-in method and click Next
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4. Under General Settings, enter "EliseAI" as the App name
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5. Under SAML Settings, input the following using the Connection Name we provided:

   • Single sign-on URL: https://login.meetelise.com/login/callback?connection=<ConnectionName>

     • Be sure to check the box underneath that reads "Use this for Recipient URL and Destination URL"

   • Audience URI (SP Entity ID): urn:auth0:meetelise:ConnectionName
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6. Under Attribute Statements, input the following (the Name format for each should be "Unspecified"):

   • Name = given_name; Value = user.firstName

   • Name = family_name; Value = user.lastName

   • Name = email; Value = user.email

   • Name = title; Value = user.title

   • Name = department; Value = user.department

   • Note that although it says "optional", this page must be filled out
     
     

7. Under Group Attribute Statements, input the following:

   • Name = groups

   • Name format = Unspecified

   • Filter = Matches regex
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8. Press Next
   
   

9. Provide feedback for Okta if you wish
   
   

10. Click the Sign On tab near the top of the page
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11. At the bottom of the right sidebar, click View SAML setup instructions
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12. Send us two pieces of information from the page that opens:

    • Copy the Identity Provider Single Sign-On URL

    • Download the X.509 Certificate

    

    
    
    

13. Assign to the users who will be using the EliseAI application

Azure Entra (Active Directory)

1. On the Default Directory Overview page, select Enterprise applications from the left sidebar
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2. Click New application at the top of the page
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3. Click Create your own application at the top of the page
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4. In the right side panel that pops up, enter "EliseAI" as the Input name

   • Make sure to select "Integrate any other application you don't find in the gallery (Non-gallery)"
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5. Select Single sign-on from the left sidebar
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6. Select SAML as the single sign-on method
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7. Click Edit in the top right of the Basic SAML Configuration box
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8. In the right side panel that pops up, click Add identifier and input the EntityID
   
   

9. Also in the right side panel, click Add reply URL and input the ACS
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10. Once complete, send us two pieces of information from the SAML-based Sign-on page:

    • Download and send the Certificate (Base64) from the SAML Certificates box

    • Copy and send the Login URL from the Set up SamlWalkthrough1 box
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Please enter the information found in OKTA steps 5 and 12 to the SSO Settings page in EliseCRM.