Setting up a custom Identity Provider

Overview

Previously, Client Portal users were able to log in to the Client Portal using credentials provided when their Client Portal access was set up, or they could use their Microsoft or Google account, if the associated email address was setup as the primary email address in Autotask. These options did not require any additional configuration.

Autotask now also supports access to the Client Portal using a custom Identity Provider (IdP).

On this page, you enable and configure the integration between a client's instance of the Autotask Client Portal and their custom Identity Provider (IdP). Optionally, you can remove the public IdP options (Google and Microsoft) from the Client Portal login page, and even bypass the login page completely.

This topic is limited to the description of the custom IdP configuration steps in Autotask, but the integration also requires configuration steps in the selected Identity Provider application, where

  • an app must be created and configured
  • users and groups must be assigned to it

Please consult the documentation of the selected identity provider.

IMPORTANT  Given the number of available options, please understand that our Support teams are not able to assist you with the setup and troubleshooting. The integration must be configured by an IT professional with experience in setting up SSO integrations.

Configuration steps

 

To configure the integration, do the following:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Open the website of the identity provider. You will need to copy information from several fields and paste them into Autotask, and vice versa.
  3. In Autotask, complete the following sections:
  1. Click Save & Close.
  2. To test the integration, open the Client Portal Client Detail page, and in the General section, click on the Client Portal Login link. You will see the custom identity provider option on the login page.

If you assigned the integration to the user account you were using to configure the integration, you can click the link and log in!

Videos

Here are the links to 3 videos that show how to set up the integration: