Authenticate Emails with SPF, DKIM, and SenderID Auto forward your emails to Vtiger Managing User Profiles Automate Outgoing Emails in Email Settings Automation - Approvals Automation - Assignment Rules Set up Multi-path Workflows Creating a Scheduled Workflow Automation - Scheduler Creating a Workflow Webforms in Vtiger CRM Set up a Workflow Action to Create Event Set up a Workflow Action to Create Records Set up a Workflow Action to Create Task Set up a Workflow Action to Invoke Custom Function Set up a Workflow Action to Create an SMS Task Set up a Workflow Action to Send Mails Set up a Workflow Action to Update Fields Automation - Workflow Action - Webhook Automation - Workflows - Vtiger Expressions Configuration - Business Hours Configuration - Company Details Configuration - Consents Configuration - Customer Portal Maps in Vtiger CRM Configuration - Usage Details Configuring Encrypted Data Fields in Vtiger CRM Configure Picklist Dependencies Considerations for Deactivating Vtiger Users Control Fields and Record Displays using Configuration Editor Create Reminders for Records and Inbox Create a field of a Grid type Dealing with Currencies and Taxes Enable Desktop Notifications on Chrome Web Browsers Vtiger CRM Add-ons IMAP Configuration - 2-way sync between Vtiger and IMAP providers Setting up Autopay & Payment Gateways Inventory - Tax Management Inventory - Terms and Conditions Login to Vtiger on SSO SAML using ADFS Mailroom Functionality for Different Scenarios Manage Multiple Currencies Marketing and Sales - Deal to Project Mapping Marketing and Sales - Lead Conversion Data Mapping Marketing and Sales - Profile Scoring Module Management - Labels Editor Module Management - Module Numbering Configure My Preferences Feature My Preferences - Calendar Settings Tags in Vtiger My Preferences - Notification Preferences Vtiger Mailroom Settings - Configure Module Settings Settings - Create Dynamic Fields and Layouts Module Management - Creating a Relationship Between Modules Settings - Customize Records and Fields for your Business Settings - How to set email autoresponder to Webform submission? Settings - Left Menu Settings - Manage Global Picklists in Vtiger Settings - Set up your Support Team Settings - Start Up Page Settings - Working with Picklist Values Module Management - Module Builder Support - SLA Policies Troubleshooting Login Issues Add-Edit Unsubscribe Links in your Email Template User Management - Authentication User Management - Encrypted Field Access Logs User Management - Groups User Management - Login History User Management - Profiles User Management - Roles User Management - Settings Log User Management - Sharing Rules User Management - Users User Management - Vtiger Support Access Vtiger Buzz - Chrome Extension for Notifications Vtiger Implementation wizard Vtiger Language Support Configuring Websense Trackers Websense - Widgets Module Management - Module Layouts & Fields Generate and Manage Third-party App Passwords in Yahoo Configuring App Passwords for Gmail Outgoing Server and Yahoo Mail Configuration - Storage Guard Customizing your Self-Service Portal Theme Using CSS Styles Automation - SMS Reply Actions Adding Hidden Fields to a Webform Configuring Dependent Fields and Blocks for Modules Auto forward Emails from Microsoft Office 365 Adding Custom Module Login Page Customization Settings - Personalize Module Layouts Module Management - Modules Duplicate Prevention in Modules Formula Fields Creating Custom Filters Adding a local DNS Entry

 Introduction

Security Assertion Markup Language or SAML helps identity providers (IDPs) pass credentials to service providers (SPs). You can use a single set of credentials to log in to different software, websites, or applications. 

To read more about SAML, click here. 

 

Vtiger supports Single Sign-On via SAML-based identity providers. 

What is Single Sign-On

Single Sign-On or SSO is a type of authentication that allows users to log in to multiple applications using one set of login credentials. Opting for SSO sheds the burden of maintaining separate usernames and passwords for each software off your shoulders. 

Feature Availability

 

Enabling SAML Login

To log in via your SAML server, you must add Vtiger as a service in your SAML-based IDP and simultaneously configure SAML in Vtiger.

 

Since each one of us might use a different IDP, let’s take the example of OneLogin to enable SAML login in Vtiger.

 

Follow these steps to enable SAML login in Vtiger using OneLogin:

 

Step 1: Enable SAML login in Vtiger.

1. Log in to your CRM account.
2. Click the User Menu on the top right corner of the CRM screen.
3. Click Settings.
4. Look for the User Management section.
5. Select Authentication.
6. Click the Edit icon on the Authentication page.
7. Enable the checkbox beside SAML.

  

Step 2: Perform the OneLogin setup.

8. Log in to OneLogin.
9. Click the Applications tab.
10. Select Applications.
11. Click the Add App button.
12. Search for SAML Test Connector using the search bar.
13. Select SAML Test Connector (IdP w/ attr w/ sign response).
14. Set up a display name, icon, and other basic details. 
15. Click Save.

 

Step 3: Set up SAML in Vtiger.

  

16. Click the SSO tab in OneLogin.
17. Click View Details under X.509 Certificate in OneLogin.
18. Copy the certificate and paste it into X.509 Certificate in Vtiger.
19. Copy the following from OneLogin and paste them in Vtiger:
    • Issuer URL into IDP Entity ID
    • SAML 2.0 Endpoint (HTTP) into IDP SSO URL
    • SLO Endpoint (HTTP) into IDP SLO URL
20. Click Save in Vtiger.
21. Click the Configuration tab in OneLogin.
22. Copy the following from Vtiger and paste them in OneLogin:
    • SP ACS URL into ACS (Consumer) URL Validator
    • SP ACS URL into ACS (Consumer) URL
23. Insert a backslash (\) before each forward-slash (/) in ACS (Consumer) URL Validator to make it a regular expression.
24. Click Save.