Setting up single sign-on (SSO)

Microsoft Entra ID SSO

To set up SSO for Microsoft Entra ID, follow these steps:

1. Go to the Single Sign-On page (in the left-side menu).
2. In the Single Sign-On Setting dropdown menu, select Microsoft Entra ID.
3. Press Sign in with Microsoft.
4. Follow instructions to sign in with your Microsoft Global Administrator account. (This grants access to myViewBoard.)
5. If successful, back in the Entity Management console, you should see the Tenant Name or ID and Microsoft Entra ID App ID fields filled.
6. Press Use this Microsoft Entra ID as Identity Provider.
7. Press Confirm.
8. You should now see a  next to the ID in the dropdown menu.

Microsoft Entra ID Single Sign-On setup page. Basic instructions are always available on this page.

Microsoft Entra ID SCIM setup

SCIM synchronization with Microsoft Entra ID provides organizations with the option to configure myViewBoard users through Microsoft Entra ID. Based on configurations, users under an entity's Microsoft Entra ID will automatically have a myViewBoard account created.

To set up SCIM, follow these steps:

1. Go to the Single Sign-On page (in the left-side menu).
2. In the Single Sign-On Setting dropdown menu, select SCIM.
3. Before proceeding, make sure to Download SCIM instructions for full steps on how to configure myViewBoard in Microsoft Entra ID.
4. When ready, press Generate URL and Token.
5. Complete the steps outlined with the instructions document.

SCIM Single Sign-On setup page. Basic instructions are always available in the SCIM Setting section of the page.

Google Workspace SSO setup

To set up SSO for Google Workspace, follow these steps:

1. Go to the Single Sign-On page (in the left-side menu).
2. In the Single Sign-On Setting dropdown menu, select Google Workspace.
3. Press Install myViewBoard to your Google Workspace.
4. Follow instructions to sign in with your Google Workspace Super Admin account. (This grants access to myViewBoard.)
5. If successful, back in the Entity Management console, you should see the Tenant Name or ID field filled.
6. Press Use this Google Workspace as Identity Provider.
7. Press Confirm.
8. You should now see a  next to Google Workspace in the dropdown menu.

Google Workspace Single Sign-On setup page. Basic instructions are always available in the Google Workspace Setting section of the page.

SAML setup

SAML is an XML-based open-standard for transferring identity data between two parties: an identity provider (the entity) and a service provider (myViewBoard).

Once all SAML settings are completed, entity users should be able to use their already existing credentials to sign in to myViewBoard, without the need to add or sync new users.

To set up SAML SSO, follow these steps:

1. Go to the Single Sign-On page (in the left-side menu).
2. In the Single Sign-On Setting dropdown menu, select SAML.
3. Input fields with information from your server: SAML URL, SAML Logout Redirect, SAML Certificate.
4. Take the auto-generated URLs (Endpoint, Audience URL, Assertion Consumer Service, Recipient URL) and apply them to your SAML server settings.
5. When ready, press Confirm.

SAML Single Sign-On setup page. Server info must be updated on myViewBoard and vice versa.