HelloSign cloud application

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Using Security Assertion Markup Language (SAML), your users can use their Google Cloud credentials to sign in to enterprise-cloud applications.

Set up SSO via SAML for HelloSign

Here's how to set up single sign-on (SSO) via SAML for the HelloSign application.

Step 1: Set up Google as a SAML identity provider (IdP)

1. Sign in to your Google Admin console.

   Sign in using an account with super administrator privileges (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Click Add appSearch for apps.
4. Enter HelloSign in the search field.
5. In the search results, hover over the HelloSign SAML app and click Select.
6. On the Google Identity Provider details page:
   • Copy and save the SSO URL and Entity ID.
   • Download the Certificate.
7. Click Continue.

   On the Service provider details page, the ACS URL and Entity ID values for HelloSign are configured by default.

8. Click Continue.
9. On the Attribute Mapping page, click the Select field menu and map the following Google directory attributes to their corresponding HelloSign attributes:
    

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

10. (Optional) If you want to send a user’s group membership information in the SAML response, enter the group names that are relevant for this app in the Group membership field.

    1. Under Google groups, click in the Search for a group entry field.
    2. Type one or more letters of the group name.
    3. Choose the group name from the list.
    4. Add additional groups as needed (total groups cannot exceed 75).
    5. Under App attribute, enter the service provider’s corresponding groups attribute name.

    Note: Regardless of how many group names you enter, the SAML response will only include groups that a user is a member of (directly or indirectly). For more information, see About group membership mapping.

11. Click Finish.

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

1. Open a new incognito browser window.
2. Sign in to HelloSign with your organization's HelloSign administrator account.
3. On the HelloSign home page, click your user name at top right, then click Settings.
4. Click the Team tab.
5. In the SAML SSO section, check Enable SAML SSO.
6. Enter the information copied from the Admin console in Step 1 above into the fields in the SAML SSO section, as follows:
   • Identity Provider Single Sign-On URL: SSO URL
   • Identity Provider Issuer: Entity ID 
   • x.509 Certificate: certificate
7. Click Save at lower right.

Step 3: Enable the HelloSign app

1. Sign in to your Google Admin console.

   Sign in using an account with super administrator privileges (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Select 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.
        Note: Learn more about organizational structure.

7. (Optional) Turn on the service for a group of users.
   Use access groups to turn on a service for specific users within or across your organizational units. Learn more

8. Ensure that your HelloSign user account email IDs match those in your Google domain.

Step 4: Verify that the SSO is working

HelloSign supports both Identity Provider (IdP) initiated and Service Provider (SP) initiated SSO. Follow these steps to verify SSO in either mode:

IdP-initiated

1. Sign in to your Google Admin console.

   Sign in using an account with super administrator privileges (does not end in @gmail.com).

2. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Select HelloSign.
4. At the top left, click Test SAML login. 

   HelloSign should open in a separate tab. If it doesn’t, use the information in the resulting SAML error messages to update your IdP and SP settings as needed, then retest SAML login.

SP-initiated

1. Close all browser windows.
2. Open https://app.hellosign.com/account/login, enter your email address, and click Continue.
3. On the next screen, click Login without entering your password. You should be automatically redirected to the Google sign in page.
4. Enter your sign in credentials.
5. After your sign in credentials are authenticated, you are automatically redirected back to HelloSign.

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