ScreenSteps for Zoho Directory
Configure SAML in Zoho One/Directory
- Sign in to Zoho One/Directory, then click Admin Panel in the left menu.
- In Zoho One, go to Marketplace, then click Browse Applications. In Zoho Directory, go to Applications, then click Add Application.
- Use the search bar to find and add ScreenSteps.
ScreenSteps - Zoho One Marketplace
ScreenSteps - Zoho Directory
-
Enter the following details:
- Display Name
- Account ID
- Domain name
Note :
- You can find the Account ID in ScreenSteps when configuring SAML.
- Domain name is a part of your ScreenSteps account URL. If your ScreenSteps account URL is zylker.screensteps.com, then the domain name will be zylker.
- Display Name
- Click Add.
- Click Single Sign-On.
- Click Service Provider Details to check and verify the SP details. You can also edit them, if needed.
- Click Identity Provider Details, then copy the Sign-in URL, the Sign-out URL, and download the X.509 Certificate.
Configure SAML in ScreenSteps
- Sign in to your ScreenSteps account as an administrator.
- Click Settings in the left menu, then click Single Sign-on.
- Click Configure SSO.
- Enter a title for the new SSO endpoint and select SAML as the mode.
- Click Create.
- Paste the following information copied from Zoho One/Directory in their respective fields:
- Sign in URL in the Remote Login URL field.
- Sign-out URL in the Log out URL field.
- Click Upload new SAML Certificate file to upload the X.509 Certificate downloaded from Zoho One/Directory.
-
If needed, copy the SAML Consumer URL and paste it in the Assertion Consumer Service URL field in Zoho One/Directory (in the Service Provider Details section).
Note: The part of the SAML Consumer URL after the last slash mark (/) is your Account ID.
- Click Update.
Just-in-time provisioning
Just-in-time (JIT) provisioning creates a ScreenSteps account for users during their first SSO attempt. This means you don't have to do so manually for each user. JIT is enabled by default in ScreenSteps.
In ScreenSteps, you can have the users who sign in with JIT provisioning assigned to a group automatically.
To assign such users to a group:
- Sign in to your ScreenSteps account as an administrator.
- Click Settings in the left menu, then click Single Sign-on.
- In the Group list, select the group the users should be assigned to.
- Click Update.
Test the SAML connection
- Return to the Admin Panel in Zoho One/Directory.
- Go to Applications, then click ScreenSteps.
- Click Assign Users, choose yourself from the list, then click Assign.
- Click
. If everything is working, you should be automatically signed in and taken to ScreenSteps' homepage.
- After successfully testing the connection, you can start assigning the app and make it available for all users in their My Apps pages.
Enforce SAML SSO
After successfully testing SSO, you can enforce it for all users. Once this is done, your users will no longer be able to sign in using their ScreenSteps credentials.
To restrict users to SSO:
- Sign in to your ScreenSteps account as an administrator.
- Click Settings in the left menu, then click Single Sign-on.
- Select Active.
- Click Update.
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Aha! for Zoho Directory
Prerequisites Administrator with customizations permissions Configure SAML in Zoho One or Zoho Directory If you're a Zoho One user: Sign in to Zoho One , then click Directory in the left menu. Go to Marketplace, then click Browse Applications. Use ...Dropbox for Zoho Directory
Prerequisites A Dropbox Business Plus account Configure SAML at Zoho Directory If you're a Zoho One user: Sign in to Zoho One , then click Directory in the left menu. Go to Marketplace, then click Browse Applications. Use the search bar to find and ...ContractSafe for Zoho Directory
Prerequisites A ContractSafe Enterprise account with Admin or Account Manager access. Configure SAML in Zoho One/Directory 1. If you're a Zoho One user: Sign into Zoho One , click Directory on the left menu. Go to Marketplace and click Browse ...Bonusly for Zoho Directory
Prerequisites A Bonusly Pro account Configure SAML in Zoho One or Zoho Directory If you're a Zoho One user: Sign in to Zoho One , then click Directory in the left menu. Go to Marketplace, then click Browse Applications. Use the search bar to find and ...Salesforce for Zoho Directory
Prerequisites A System Administrator role in Salesforce Configure SAML in Zoho One /Directory 1. If you're a Zoho One user: Sign in to Zoho One , then click Directory in the left menu. Go to Marketplace, then click Browse Applications. Use the search ...
New to Zoho LandingPage?
Zoho LandingPage Resources