Log In to Admin Portal with Single Sign On
Single Sign On (SSO) is a session and user authentication service that permits a user to use one set of login credentials -- for example, a username and password -- to access multiple applications. SSO is used by organizations of all sizes and individuals to ease the management of multiple credentials. This feature is SAML 2.0 compliant. This feature is configurable with assistance from ESChat Support.
Log In to Admin Portal with Single Sign On
Customer Admins whose customers have been configured to use a single sign on log in just have to enter their email address as it appears in the admin portal, click "remember me" and select "login."
Configure the Admin Portal to Include Single Sign On
Single Sign on must be created by a Support Level user. This is done with a combination of Support-level actions and information from the SSO service (such as Google Workspaces or Active Directory) provided by the customer. The instructions provided here are performed by ESChat Support, Support Level Administrators and for Customer Admins to view for clarity. It's critical to check the Account Contacts for the customer, as each one will be automatically added with SSO credentials upon completion of the process.
Modify ESChat License: Support
The the first step is to confirm the customer license and if necessary, modify to permit the SSO option. From the Admin Portal, click on the license tab and view the single sign on. You should see that under "Current," single sign on should read "yes." To adjust the license, click "Edit."
Click on Single Sign On so that there is a check mark and the box is darker grey. Press Submit when finished.
Click on the "refresh" tab to confirm that the license has been successfully modified.
Download IDP Metadata From the SSO Provider: Customer
This step must be completed by the customer. Follow the individual provider's instructions to download the metadata. Instructions may vary slightly according to the SSO provider, but should include items such as:
- Navigating to Apps/Web and Mobile Apps
- Completing the action of "Add App/Customer SAML app"
- Entering descriptive values for the App name (such as ESChat Admin Portal)
- Entering description of the App (such as Application for the management of ESChat)
- Entering the app icon (such as the ESChat icon). This step is optional.
- Pressing "Download Metadata" and save as an .xml file
- Sending the .xml file in a ticket to ESChat Support.
Upload IDP Metadatata to the ESChat Portal: Support
Once Support has received the IDP Metadata .xml file, the file is ready to upload and complete the process. Support will navigate to the Authentication tab and select "Single Sign On." Click on the "Upload IDP Metadata" tab.
In the dialogue box, paste the copied .xml file here. That action will populate the IDP Entity ID. Then select Submit.
Enable Single Sign On: Support
After the IDP Metadata has completed the upload process, the Enable Single Sign On key will be available. Click on that to complete the process.
After this action, SSO should be ready for all account contacts listed.