BlueTally lets you save time and headaches with our Single Sign-On integration with Azure Active Directory, which lets your team members log in and use the app without the need to manually create accounts and passwords. Set up your integration in only a few steps:
1) Log in to your Azure account and click on "Azure Active Directory"
2) Click on "Enterprise applications" in the left menu bar
3) Click on "New application"
4) Click on "Create your own application"
5) Enter a name for the application (such as 'BlueTally SAML SSO'), select the "Integrate any other..." option, and click "Create"
6) Scroll down and click on "Single sign-on" in the left menu bar
7) Click on "SAML"
8) Click on "Edit"
9) Click on Add Identifier and enter "https://bluetallyapp.com", and click on Add reply URL and add "https://app.bluetallyapp.com/users/auth/saml_SSOID/callback" (replace SSOID with the SSO ID from your BlueTally Account Settings), then click on Save
10) Scroll down on the page and click on Edit
11) Click on this
12) Click on the "Source attribute" field, change the value to "user.mail" and click on Save
13) Click on this
14) Change the "Name" value to "first_name", remove the text from the "Namespace" field, and click on Save
15) Click on this
16) Change the "Name" value to "last_name", remove the text from the "Namespace" field, and click on Save
17) Scroll down and download the "Certificate (Base64)" and copy the "Login URL".
18) Go to your BlueTally account Integrations page, click on the Single Sign-On section, and paste in the "Login URL", upload the "Certificate (Base64)", and decide on which role you'd like new users to have by default.
That's it! Once you upload these details into your account integrations page, we'll complete the setup on our end - this can take up to 24 hours. You'll receive an email when everything is ready.
Once SSO has been set up on your account, giving new users access to BlueTally will be done in the Azure AD application you just created. The same goes for removing user access. New users will only appear in the Account User list in BlueTally after they've signed in for the first time.
To learn more about how this integration works, please refer to our knowledge base article.
If you have any questions regarding this integration, please don't hesitate to reach out to us, and we'll assist you with your setup!