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Simplifying Azure AD SAML/SSO Integration with Tallyfy

Welcome to Tallyfy! This article will guide you through the process of integrating Azure AD SAML/SSO with your Tallyfy organization. With SAML, you can enable single sign-on (SSO) authorization and user provisioning for your organization.

To get started, follow these simple steps:

  1. Set up and configure an Azure AD app with SAML support.
  2. Provide the app’s settings to Tallyfy’s team to configure SAML on Tallyfy.
  3. Enable SAML for your organization on Tallyfy to start using SSO authorization and user provisioning.

Let’s dive in!

​​ Set up your custom Azure AD SAML application for Tallyfy

  1. Sign in to Azure AD with an account that has Administrator privileges.
  2. Go to Azure Active Directory > Enterprise Applications > +New application > Create your own application.
  3. Add a name for your app and select “Integrate any other application you don’t find in the gallery” option.
  4. Click Create.
  5. Assign users to this application.

​​ Configure SAML settings

  1. Go to Single sign-on under the Manage section.
  2. Select SAML.
  3. Click Edit in the Basic SAML Configuration section.
  4. Fill in the fields with the values provided by Tallyfy.
  5. Save the configuration.

​​ Add necessary attribute names for Tallyfy

  1. In the User Attributes & Claims section, edit each field to change attribute names.
  2. For example, update the user identifier, first name, last name, and email attribute names.
  3. Save the changes.

​​ Configure SAML on Tallyfy

  1. In the “Set up Your app name” section, copy the required setup information from Azure AD.
  2. Paste the information in the Tallyfy SAML configs modal provided by Tallyfy Support.
  3. Save the configs and enable SSO for your organization.

​​ Provision new members to Tallyfy using SSO

  1. Go back to the Tallyfy Support page and copy the Tallyfy login URL from the SAML configs modal.
  2. Share the URL with your users who have access to the Azure AD SAML app.
  3. Existing users can log in, while new users will be added to your Tallyfy organization.

That’s it! You’ve successfully integrated Azure AD SAML/SSO with Tallyfy and enabled SSO authorization and user provisioning for your organization. Enjoy the seamless experience!