HelloSign cloud app

Using the SAML 2.0 standard, you can configure single sign-on (SSO) for a number of cloud apps. After you set up SSO, your users can use their Google Workspace credentials to sign in to an app using SSO.

Use SAML to set up SSO for HelloSign

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You must be signed in as a super administrator for this task.

Step 1: Set up Google as a SAML identity provider

1. Sign in with a super administrator account to the Google Admin console.

   If you aren’t using a super administrator account, you can’t complete these steps.

2. Go to Menu  Apps > Web and mobile apps.
3. Click Add appSearch for apps.
4. For Enter app name, enter HelloSign.
5. In the search results, point to HelloSign and click Select.
6. In the Google Identity Provider details window, for Option 2: Copy the SSO URL, entity ID, and certificate:
   • Next to SSO URL, click Copy and save the URL.
   • Next to Entity ID, click Copy and save the entity ID.
   • Next to Certificate, click Copy and save the certificate.
     You need these details to complete the setup in HelloSign.
7. Click Continue.
   On the Service provider details page, the app details are configured by default.
8. Click Continue.
9. In the Attribute Mapping window, click Select field and map the following Google directory attributes to their corresponding HelloSign attributes. The user.firstName and user.LastName attributes are required.

   Google directory attribute	HelloSign attribute
   Basic Information > First Name	user.firstName
   Basic Information > Last Name	user.LastName

10. (Optional) To add additional mappings, click Add Mapping and select the fields that you need to map.
11. (Optional) To enter group names that are relevant for this app:

    1. For Group membership (optional), click Search for a group, enter one or more letters of the group name, and select the group name.
    2. Add additional groups as needed (maximum of 75 groups).
    3. For App attribute, enter the corresponding groups attribute name of the service provider.

    Regardless of how many group names you enter, the SAML response includes only groups that a user is a member of (directly or indirectly). For more information, go to About group membership mapping.

12. Click Finish.

Step 2: Set up HelloSign as a SAML 2.0 service provider

1. Open an Incognito browser window, go to the HelloSign sign-in page, and sign in with your HelloSign administrator account.
2. Click your user nameSettings
3. Click the Team tab.
4. In the SAML SSO section, check the Enable SAML SSO box.
5. With the information that you copied in Step 1, do the following steps:
   1. For Identity Provider Single Sign-On URL, paste the SSO URL.
   2. For Identity Provider Issuer, paste the entity ID.
   3. For x.509 Certificate, paste the certificate.
6. Click Save.

Step 3: Turn on app for users

Before you begin: To turn a service on or off for certain users, put their accounts in an organizational unit (to control access by department) or add them to an access group (to allow access for users across or within departments).

1. Sign in with a super administrator account to the Google Admin console.

   If you aren’t using a super administrator account, you can’t complete these steps.

2. Go to Menu  Apps > Web and mobile apps.
3. Click HelloSign.
4. Click User access.

5. To turn a service on or off for everyone in your organization, click On for everyone or Off for everyone, and then click Save.

6. (Optional) To turn a service on or off for an organizational unit:

   1. At the left, select the organizational unit.
   2. To change the Service status, select On or Off.
   3. Choose one:
      • If the Service status is set to Inherited and you want to keep the updated setting, even if the parent setting changes, click Override.
      • If the Service status is set to Overridden, either click Inherit to revert to the same setting as its parent, or click Save to keep the new setting, even if the parent setting changes.
        Learn more about organizational structure.
7. (Optional) To turn on a service for a set of users across or within organizational units, select an access group. For details, go to Use groups to customize service access.
8. Ensure that your HelloSign user account email domains match the primary domain of your organization’s managed Google Account.

Step 4: Verify SSO is working

HelloSign supports both identity provider-initiated and service provider-initiated SSO.

Verify identity provider-initiated SSO

1. Sign in with a super administrator account to the Google Admin console.

   If you aren’t using a super administrator account, you can’t complete these steps.

2. Go to Menu  Apps > Web and mobile apps.
3. Click HelloSign.
4. In the HelloSign section, click Test SAML Login.

   The app should open in a separate tab. If it doesn’t, troubleshoot the error message and try again.For details on troubleshooting, go to SAML app error messages.

Verify service provider-initiated SSO

1. Close all browser windows.
2. Go to the HelloSign sign-in page, sign in with your HelloSign administrator account, and click Continue.
3. Click Login without entering your password.
   You should be automatically redirected to the Google sign-in page.
4. Select your account and enter your password.

After your credentials are authenticated, the app should open.

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