Directory Apps - myPolicies | Marketplace Installation Guides - Zoho One

myPolicies for Zoho Directory

Prerequisites

  1. myPolicies administrator account

Configure SAML in Zoho One/Directory

  1. If you're a Zoho One user:
    1. Sign in to Zoho One  , then click Directory in the left menu.
    2. Go to Marketplace, then click Browse Applications.
    3. Use the search bar to find and install myPolicies.
      myPolicies in Zoho One
  2. If you're a Zoho Directory user:
    1. Sign in to Zoho Directory , then click Admin Panel in the left menu.
    2. Go to Applications, then click Add Application.
    3. Use the search bar to find and add myPolicies.
      myPolicies in Zoho Directory
  3. Name your app and enter Tenant Name
    Note: Your Tenant Name is the first part of your myPolicies base URL. For example, if your myPolicies URL is https://zylker.mypolicies.com, then "zylker" is your Tenant Name.
  4. Click Add.
  5. Click the Single Sign-On tab.
  6. Click Service Provider Details to check and verify the SP details. You can also edit them if needed.
  7. Click Identity Provider Details, then copy the Issuer, the Sign-in URL, and the X.509 Certificate.
    myPolicies SSO details

Configure SAML in myPolicies

To configure SAML SSO for your myPolicies account, contact the myPolicies support team and provide them the copied Issuer, the Sign-in URL, and the X.509 Certificate.

Just-in-time provisioning

Just-in-time (JIT) provisioning creates a Huddle account for users during their first SSO attempt, so you don't have to do it manually for each user. To enable JIT for your myPolicies account, request the myPolicies support team when you provide them the SAML configuration details mentioned above.

Test the SAML connection

  1. Return to the Zoho Directory Admin Panel.
  2. Go to Applications, then click myPolicies.
  3. Click Assign Users, choose yourself from the list, then click Assign.
  4. Click on the   icon next to the app's name. If everything is working, you should be automatically signed in and taken to myPolicies's homepage.
    Testing myPolicies SSO configuration





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