How to set up SAML SSO authentication ?

This article describes the configuration steps required to enable SSO authentication on your account.

⚠️ Prior to this, you need to contact your Sales team to get SSO activated on your account.

Step 1: Clustdoc account configuration

1) Create a team in Clustdoc using the email of the account admin. Ex: admin@mycompany.com

This account will connect using email/password the first time. After the configuration is done, this admin will be able to connect using SSO and invite other team members. Therefore the email used here should be registered in Active directory or added in Step 2 - 9 below.

2) Activate white label option on the team.

The custom domain used for CNAME configuration will be used later in the configuration process. Ex: my-clustdoc.subdomain.com

Step 2: SAML provider configuration

Please follow the guide provided by your SSO solution provider to grab the required information below : 

Please find below some articles that will help you to get information from different providers :

Step 3: Clustdoc configuration

Enter the collected information in the client configuration.

Step 4: Go live

1) Go to https://my-clustdoc.subdomain/login. A new login option should appear.

2) Click on SSO login and use the admin email address. 

Welcome to Clustdoc. You can now invite other team members and they will be able to log in using their AD account. 

⚠️ Only invited or existing team members will be able to log in.