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Prerequisites
An Auth0 account is needed before EngageIP can be configured for Single Sign On. You can create your account by visiting https://auth0.com/signup
You will need two SSL certificates. One for the SAML request signing, this can either be a self signed certificate or from a public CA (e.g. GoDaddy). The other will come from Auth0 (see step 13 below)
To configure the Single Sign On option in EngageIP, the logged in user needs to be a member of a role that has the "OwnerSingleSignOnConfiguration" options enabled. To check this go to Setup -> / Roles -> / select the proper role -> / find the "OwnerSingleSignOnConfiguration" under "ROLE PERMISSIONS"
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Note: if the Single Sign On link does not appear, ensure that you've properly configured Single Sign On for this owner. See See the 'Configuring Auth0 in EngageIP' steps above
8. Enter the SAML Federation ID. This is the user_id that is populated by Auth0
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Navigate to the Auth0 app login. This will be the same as the 'Identity Provider Login URL' you entered in the 'Configuring Auth0 in EngageIP' section above
You should now see the Auth0 log in specific to your app
Enter your Auth0 credentials and click Log in
You should now be signed into EngageIP. There may be a slight delay (of white screen) while EngageIP completes the login process