Important: These instructions apply only to Flow on-premises.
Below is a step-by-step guide for connecting your Flow account using ADFS.
- Go to your Flow account and navigate to Settings > SSO
- Select New SAML Integration
- You will see the Configure SAML integration modal. The three main pieces of data you will need to input in this modal are:
- Metadata ADFS has a metadata URL (generally formatted as: https://<base_url>/FederationMetadata/2007-06/FederationMetadata.xml). Copy/paste the URL or the raw XML into this field.
- Login URL this is the entity ID which also doubles as your login URL, you can use your company name or division or team of the company in the field, whatever is most relevant. Make note of this URL as it will be re-used in ADFS.
- Attributes we can map the various details of a user from ADFS into these field templates. They can be anything you'd like, but the capitalization/format must match perfectly.
We only support IdP-Initiated SAML requests but we can accommodate SP-Initiated flows using the Embed Link setting.
If you already have Users invited into your Flow account using non-SSO logins make sure the Merge New Users on Email setting is checked. This will automatically delete the previous logins and force all existing Users to login via your SSO platform.
- Open up the ADFS Management screen (generally located under Server Manager > Tools > ADFS Management) and select Add Relying Party Trust... from the right-hand Actions menu
- This will start the Add Relying Party Trust Wizard. Click Start on this screen.
- On the Select Data Source step, choose Enter data about the relying party manually and click Next.
- Input an appropriate Display Name on the next screen and select Next.
- Select the AD FS profile and select Next.
- For the Configure URL step, select Enable support for the SAML 2.0 WebSSO protocol. Recall the Login URL we input in the Flow SSO screen. Enter this URL as the relying party service URL and click Next.
- For the Relying party trust identifier, we will re-use our same Login URL / Entity ID from the previous screen. Paste that URL into the text box, select Add and then Next.
- We won't configure multi-factor authentication at this time, leave the default and click Next.
- For authorization, leave the default to permit all users to access the app (we will configure roles to limit permissions in a later screen) and select Next.
- After reviewing your settings, click Next.
- Finally, select the Open the Edit Claim Rules dialog and click Close to finish the wizard.
- At this point the relying party should be successfully created, and now we need to map attributes (called Claim Rules in ADFS) accordingly. The dialog should have been opened for us from the previous step and you should see a dialog similar to this:
- Select Add Rule...and choose the Send LDAP Attributes as Claims option and click Next.
- We will now map all the Active Directory attributes out to our SAML attributes. Recall the Flow SSO modal fields previously entered (Note: case sensitivity matters!).
Map the Active Directory LDAP Attribute Given-Name, Surname, E-Mail-Addresses and Token-Groups - Unqualified Names, and E-Mail-Addresses fields to the Outgoing Claim Type FirstName, LastName, E-Mail, Roles and Name ID, respectively.
Roles is a keyword used within Flow to parse any role information from identity providers. Name ID is required attribute to validate the SAML assertions coming from ADFS and should be mapped to the e-mail address field.
- Users should now be able to successfully login. If users see nothing upon initial login, then it is likely none of the users roles mapped properly to a role in Flow.
For example, if you have an "Engineers" role in Active Directory for a user trying to login, make sure that it exists in the Flow Roles screen (navigate to Your Settings > Role Management).
If you need help, please email Support (opens email form) for 24/7 assistance.