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. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Click Add appSearch 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.
10. (Optional) On the Attribute Mapping page, map Google directory attributes to corresponding application attributes:

    1. Click Add Mapping.
    2. Click the Select field menu and select a Google directory attribute.
    3. Enter the corresponding application attribute under App attributes.
11. (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.

12. 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  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. In the Admin console, go to Menu  AppsWeb and mobile apps.
3. Select 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.
        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 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. In the Admin console, go to Menu  AppsWeb 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.

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