AutoTask Workplace 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 AutoTask Workplace

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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 AutoTask Workplace.
5. In the search results, point to AutoTask Workplace and click Select.
6. In the Google Identity Provider details window, download the identity provider metadata.
7. Click Continue.
8. On the Service provider details page, for ACS URL and Entity ID, replace {region} with the subdomain of your Google Workspace account sign-in URL. The subdomain is the part of the URL after the “https://“ and should be us, eu, ca, or au.
9. Click Continue.
10. (Optional) To map Google directory attributes to the corresponding app attributes, in the Attribute Mapping window:

    1. Click Add Mapping.
    2. Click Select fieldselect a Google directory attribute.
    3. For App attributes, enter the corresponding app attribute.
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 AutoTask Workplace as a SAML 2.0 service provider

1. Open an Incognito browser window, go to the AutoTask Workplace sign-in page, and sign in with your AutoTask Workplace administrator account.
2. Go to ConfigurationSingle Sign-On.
3. Select XML Metadata File.
4. For XML Metadata File, upload the identity provider metadata you downloaded 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: 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 AutoTask Workplace.
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 AutoTask Workplace user account email domains match the primary domain of your organization’s managed Google Account.

Step 4: Verify SSO is working

AutoTask Workplace 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 AutoTask Workplace.
4. In the AutoTask Workplace 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. Open an incognito browser window, go to the AutoTask Workplace sign-in page, and sign in with your AutoTask Workplace administrator account.
3. Go to your AutoTask Workplace instance.
   You should be 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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