Directory Apps - CakeHR | Marketplace Installation Guides - Zoho One

CakeHR for Zoho Directory

Prerequisites

  1. A CakeHR Pro account

Configure SAML in Zoho One

  1. Sign in to the Zoho One Admin Panel.
  2. Go to Marketplace, then use the search bar to find and install CakeHR.
    CakeHR's installation page in Zoho Marketplace
  3. Name your app and enter your Subdomain.
    4. Note: Your Subdomain is the first part of your CakeHR URL. If your URL is "zylker.cake.hr", your Subdomain will be "zylker".
  4. If you want to test the SAML configuration before allowing users to access CakeHR, uncheck Display app to users.
  5. Click Add.
  6. Click Manage Application, then Single Sign-On.
  7. Click Service Provider Details to check and verify the SP details. You can also edit them, if needed.
  8. Click Identity Provider Details, then copy the Sign-in URL and the Fingerprint (sha-1).
    Identity provider details needed to configure SAML in CakeHR

Configure SAML in CakeHR

  1. Sign in to your CakeHR account.
  2. Click your account name, then click Settings.
  3. Click Integrations, then click SAML SSO.
  4. Enter the IdP Sign-in URL in the Authentication URL field, and the IdP X.509 Certificate in the Key fingerprint (SHA1 format) field.
  5. If you want to test the SAML configuration before enforcing it on users, check Allow to sign in with email & password.
  6. Click SAVE.

Test the SAML connection

  1. Return to the Zoho One Admin Panel.
  2. Go to Applications, then click CakeHR.
  3. Click Assign Users, choose yourself from the list, then click Assign.
  4. Click . If everything is working, you should be automatically signed in and taken to CakeHR's homepage.
    Signing in to CakeHR with SSO

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 CakeHR credentials. To restrict users to SSO:
  1. Sign in to your CakeHR account.
  2. Click your account name, then click Settings.
  3. Click Integrations, then click SAML SSO.
  4. Uncheck Allow to sign in with email & password, then click SAVE.

Make app visible to all users

After successfully testing the SSO, you can make CakeHR available for all users to access from their My Apps pages.

To make CakeHR visible to all users:
  1. Sign in to the Zoho One Admin Panel.
  2. Go to Applications, then click CakeHR.
  3. Click Edit, check Display app to users, then click Update.
    Displaying CakeHR to all users
  4. You can now access CakeHR from Zoho One's My Apps page.