BlueTally lets you save time and headaches with our Single Sign-on integration with Google Workspace that lets your team members log in and use the app without the need to manually create accounts and new passwords. Set up your integration in only a few steps:
1) Log in to your Google Workspace admin account, click on "Apps" in the left menu bar, and then click on "Web and mobile apps"
2) Click on "Add app", then on "Add custom SAML app"
3) Give it a name (like BlueTally), upload the icon (click here to download it), and click "Save"
4) Copy the "SSO URL" and note it down for later, and then download the certificate
5) Enter "https://app.bluetallyapp.com/users/auth/saml_SSOID/callback" in the ACS URL field, and "https://bluetallyapp.com" in the Entity ID field, and scroll down (replace SSOID with the SSO ID from your BlueTally account settings)
6) Select "EMAIL" as the Name ID format, set the Name ID to "Basic Information > Primary email", and click "Continue"
7) Add two mappings: the first one mapping Google Directory attribute "First Name" to App attribute "first_name", and the second one mapping "Last Name" to "last_name", and scroll down
8) Click on "Finish"
9) Now that the app has been created successfully, click on "User access" and define which users you'd like to be able to log in to the app
10) Go to your BlueTally account Integrations page and click on the Single Sign-On section under Identity & Access. Then paste in the "SSO URL", upload the certificate, 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 Google Workspace 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!