Setting Up Single Sign-On With Google

This article will give you step by step instructions on how to enable SSO between Google and Holistiplan

Google Admin Setup 

1. Open your Google Admin console and navigate to Apps > Web and Mobile Apps. Once there click on Add App and select Add custom SAML app

2. Enter your Applications name (This can be anything but preferable something to tie it to the Holistiplan platform)

3. Download the IdP metadata file provided by Google, we will use this later in our set up

4. Next we will need to set the ACS URL along with the Entity ID and the Name ID. Find the values for each written below and in the following screenshot:

ACS URL: https://app.holistiplan.com/sso/complete/saml/

Entity ID: https://app.holistiplan.com

Name ID Format: UNSPECIFIED

Name ID: Basic Information > Primary email

5. Add in the additional SAML attribute mapping of Primary email to email

Holistiplan Firm Admin Setup

1. Open your Holistiplan Application and navigate to Settings > Security Settings. Scroll to the bottom of the page and make sure that SSO Self Serve is enabled as seen below.

2. Once this has been enabled scroll back up where you should now see the SSO configuration box where you can begin your configuration.

3. Select Google as your Identity Provider

4. Click on the Google Settings button

5. Next click on Import from XML and upload the xml metadata file we downloaded from Google in step 3 of the Google Admin Setup section

This will auto-populate the following fields, and should look something like this afterwards

Then press submit

6. Finally either select Enable SSO or SSO Only (no passwords) based on your firms preference

After this your setup is complete! Feel free to log out and log back in via SSO.

If you're still experiencing any issue or having any trouble with this setup, reach out to support@holistiplan.com