OrgChart Now Help Guide

Table of Contents

Single Sign-On (SSO)

Audience

Audience: Any User Edition: Team, Enterprise, & Premium

Overview

Access all of your enterprise systems in one place through Single Sign-On. OrgChart supports SAML 2.0 Single Sign-On, which makes it compatible with most Identity Management Systems.

SAML Configuration

Security Assertion Markup Language (SAML) is an open standard for exchanging authentication and authorization data between parties, in particular, between an identity provider and a service provider. OrgChart is SAML-compatible.

To set up SAML:

The preferred method when setting up SAML is using an employee or user ID instead of email, wherever possible.

  1. Email your SAML Meta Data (link or XML file) to technical support. We will add an entry to our SSO configuration, and then let you know when it is ready.

  2. If you need meta data for OrgChart, use this link: OrgChart Meta Data

  3. You may need one or more of the following parameters for configuration on your side:

  4. It is possible to check against the SAML configuration to determine if users are allowed to access OrgChart, and only permitting them if applicable.

  5. Toggle either automatic creation of users or match existing users in the system.

    • We can set up automated assignment rules for users entering the system this way.

Testing SAML

You can test using a link by using a new entry in your SSO application dashboard: https://sso3.orgchartnow.com/Shibboleth.sso/Login?entityID=YourEntityID&target=https://sso3.orgchartnow.com