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INFOYou’ll need a SAML 2.0 identity provider server set up before you can follow this guide.
To setup an SSO SAML login for our Client Dashboard, you’ll need to:
  1. Create a SAML SSO application in your identity provider (IDP).
  2. Create and assign users to your SAML SSO application in your IDP. Users must have the following attributes:
    • First name
    • Last name
    • Email
  3. Contact MX for your Client ID attribute. You’ll set this value in your IDP later.
  4. Send MX the following:
    • A valid x.509 certificate used to verify the SAML responses you send. We’ll also accept an XML configuration file.
    • The certificate fingerprint.
    • The certificate fingerprint algorithm.
  5. Configure your SAML SSO application in your IDP:
    • Set Entity ID to https://dashboard.mx.com/saml/sp
    • Set Reply URL (Assertion Consumer Services URL) to https://dashboard.mx.com/saml (this value may defer if you’re testing in a different environment).
    • Set Relay URL to https://dashboard.mx.com/ (this value may defer if you’re testing in a different environment).
    • Set Client ID to the value sent by MX.
    • See Attributes for a list of all attributes, their supported formats, and descriptions.

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Attributes

Use the following attributes when configuring your SAML SSO application in your IDP.
Attribute NameSupported Attribute FormatsDescription
Client Idclient_id, clientId, ClientId, Client IDThis is needed so we can identify and then verify your association to the user attempting to sign in. It’s required to be passed in through the SAML response itself.
Emailmail, email, email_address, emailAddress, EmailAddress, Email AddressThe user’s email address.
First Namefirst_name, firstName, FirstName, First NameThe user’s first name.
Last Namelast_name, lastName, LastName, Last NameThe user’s last name.
NameIDnameid
  • We use an unspecified format for NameId. Set this value to the external_guid of the analytics user attempting to sign in.
  • The NameId field set on the SAML response will be used as that user’s external guid and from then on will be used to identify the user in subsequent sign ins.
  • This attribute must be passed with the Subject nodes of the SAML response.

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Just In Time Users

Users can sign in to Client Dashboard without an existing log in if they have first name, last name, and email attributes that associate them to your institution. These are known as just in time users. By default, just in time users can view the User lookup, API keys and whitelisting, Webhooks, and OAuth screens. To let a just in time user view more than these screens, you’ll need someone with the admin role to set those additional permissions.