Configuring SAML

Provide information about the Service Provider and the Identity Provider.

Important: Before you enable SAML for Cleo Portal users, make sure you have imported your IDP settings and your IDP has your SP settings.
  1. In the web UI, go to Administration > User Management > SAML. In the native UI, go to Options > SAML.
  2. On the Service Provider (SP) tab, provide information about your system and, optionally, export SP information to a file you can share with your IDP. See Configuring and exporting SAML service provider information and SAML service provider reference.
  3. On the Identity Provider (IDP) tab, import information about your IDP.
    See Importing SAML identity provider information and SAML identity provider reference.
    Once imported, you can view the raw IDP XML file. See Viewing an imported IDP file.