AutoTask Workplace cloud application

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

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

Set up SSO via SAML for AutoTask Workplace

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. From the Admin console Home page, go to Appsand thenWeb and mobile apps.
  3. Click Add appand thenSearch for apps.
  4. Enter AutoTask Workplace in the search field.
  5. In the search results, hover over the AutoTask Workplace SAML app and click Select.
  6. On the Google Identity Provider details page, download the IdP metadata.
  7. Click Continue.
  8. On the Service provider details page, edit the ACS URL and the Entity ID fields, replacing {region} with the subdomain of your Workplace login URL. The subdomain is the part of URL after the “https://“ and should be us, eu, ca, or au.
  9. Click Continue.

    Note: Attribute mapping is not required for AutoTask Workplace.

  10. On the Attribute mapping page, click Finish.
Step 2: Set up AutoTask Workplace as a SAML 2.0 service provider (SP)
  1. Open a new incognito browser window and sign in to AutoTask Workplace as an administrator.
  2. Go to Configuration and then Single Sign-On.
  3. Choose XML Metadata File.
  4. For the XML Metadata File, upload the Metadata XML you downloaded from Google in step 1.
  5. Click Save Settings.
  6. Click I confirm this information is correct and I trust this IDP.
  7. Click Approve.
Step 3: Enable the AuotoTask Workplace 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. From the Admin console Home page, go to Appsand thenWeb and mobile apps.
  3. Select AutoTask Workplace.
  4. Click User access.
  5. To turn on or off a service 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. Select On or Off.
    3. Click Override to keep your setting if the service for the parent organizational unit is changed.
    4. If Overridden is already set for the organizational unit, choose an option:
      • Inherit—Reverts to the same setting as its parent.
      • Save—Saves your new setting (even if the parent setting changes).

    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 AutoTask Workplace user account email IDs match those in your Google domain.
Step 4: Verify that SSO is working

AutoTask Workplace 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. From the Admin console Home page, go to Appsand thenWeb and mobile apps.
  3. Select AutoTask Workplace.
  4. At the top left, click Test SAML login

    AutoTask Workplace 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. Open a new incognito browser window and go to your AutoTask Workplace instance.
    You should be redirected to the Google sign-in page.
  2. Enter your username and password.  
    After your credentials are authenticated, you are automatically redirected to AutoTask Workplace.


Google, Google Workspace, and related marks and logos are trademarks of Google LLC. All other company and product names are trademarks of the companies with which they are associated.
Was this helpful?
How can we improve it?