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Set up SSO in Contentstack

Note: Only the owner of the organization has the right to set up SSO.

This is a general step-by-step guide explaining the process of setting up single sign-on in Contentstack with your SAML 2.0 Identity Provider.

Prerequisites

In order to enable SSO for your organization, you would need the following:

Steps to enable SSO in Contentstack

In order to set up SSO for your Contentstack organization with any IdP, you need to proceed according to steps given below.

  1. Create SSO Name and ACS URL in Contentstack
  2. Setup Contentstack app in your IdP
  3. Configure IdP details in Contentstack
  4. User Management in Contentstack
  5. Test and Enable SSO

Let’s go through each of these steps in detail.

  1. Create SSO Name and ACS URL in Contentstack

    1. Log in to your Contentstack account, go to the Organization Settings page of your organization and click on the SINGLE SIGN-ON tab.

      Set_up_SSo_1_highlighted.png

    2. Enter an SSO name of your choice, and click Create. For example, if your company name is “Acme, Inc.,” enter “acme” here. This name will be used as one of the login credentials by the organization users while signing in.

      Note: The SSO Name can contain only alphabets (in lowercase), numbers (0-9), and/or hyphens (-).

      Set_up_SSo_2_highlighted.png

      Let's use “test-sso” as the SSO Name.

    3. This will generate the Assertion Consumer Service (ACS) URL and other details such as “Entity ID,” “Attributes,” and “NameID Format”. You will need these details in Step 2 for configuring the Contentstack app in your Identity Provider.

      Set_up_SSo_3_highlighted.png

      Keep this window open, as you may need these details for setting up the Contentstack app in your IdP in the next step.

  2. Setup Contentstack app in your IdP

    1. Login to your IdP admin account.
    2. Create a new application (also known as app or connector in some IdPs) with application name preferably as "Contentstack."

    3. In SAML settings, you need to provide the "SSO Configuration" details that you received from Contentstack in Step 1.

      In your IdP, provide the following details:

      1. In the Single Sign-on URL field, provide the ACS URL that was generated for your organization in Contentstack.
      2. Use Contentstack’s Entity ID (generated in Step 1) in your IdP in Audience URI, SP Entity ID, SAML Issuer ID, or fields similar to these.
      3. In the NameID Format, select or enter EmailAddress. This defines the parameter that your IdP should use to identify Contentstack users. 
      4. [Optional Step] If you want to encrypt your SAML attributes, you need to enable SAML encryption in your IdP and upload the Contentstack Public Certificate.
    4. Under Attribute Mapping or Attribute Statements, add three attributes, i.e., email, first_name, and last_name, and map corresponding IdP values, such as email, first name, and last name. The Name format of the attributes(email, first_name, last_name) must be "Basic". If the Name format is selected as Unspecified or in any other format, then it doesn’t work.

    5. [Optional Step] If you want to map IdP groups/roles to Contentstack roles, you need to add a new attribute called “roles” under Attribute Mapping, and return your IdP users’ roles or groups.

      Note: Perform this step only if IdP Role Mapping is part of your Contentstack plan.

    6. Once you enter all the details and save your settings in IdP, you should receive IdP Single Sign-On URL and X.509 certificate. Use these details in Step 3.

  3. Configure IdP Details in Contentstack

    1. Go to 2. IdP Configuration in Contentstack.
    2. In the Single Sign-On URL field, paste the IdP Single Sign-On URL that you received from IdP in Step 2.
    3. In the Certificate field in Contentstack, upload the X.509 or Public Key Certificate that you received from your IdP.
    4. Select the relevant algorithm from the options given under the Signature Algorithm field.
    5. [Optional Step] Enable the SAML encryption in Contentstack if you want to encrypt your SAML attributes via your IdP.
    6. Click Save to save IdP configuration.
      7. Enable_SAML.png

    Tip: In some IdPs, you may have to assign the newly-created Contentstack application to the existing users of your IdP. You can find these settings under the Users section in IdP.

    With this step, you have completed SSO settings in your IdP. However, you need to configure two more steps in Contentstack.

  4. User Management in Contentstack

    In Contentstack, go to 3. User Management. Here, you need to define important settings related to your users in your SSO-enabled organization. These settings include Strict Mode, Session Timeout, and Advanced Settings.

    Set_up_SSo_5_no_highlight.png

    Strict Mode

    Strict Mode lets you decide if you want to allow any non-IdP users (i.e., users that are not available in your IdP) to access the SSO-enabled organization in Contentstack.

    1. Enable “Strict Mode”
      If you enable Strict Mode, users that are not added to your IdP will not be able to access the Contentstack organization. This means that users can access the organization only through SSO, without any exceptions.
    2. Disable “Strict Mode”
      If you disable Strict Mode, users with special permission (i.e., users marked as Allow access without SSO in Organization User settings) can access this organization using Contentstack credentials, instead of through SSO (IdP credentials). It is similar to creating an exception list of users.

    Invite users to access organization without SSO
    To allow users to access your SSO-enabled organization without SSO login (using Contentstack credentials), perform the following steps:

    1. Disable Strict Mode in the User Management step in SSO settings.
    2. Go to Users in Organization settings.
    3. Click on Invite User. On the modal that appears, check Allow Access Without SSO, and enter user details.
    4. Click Invite.

    Session Timeout

    You can define the session duration of user signed in through SSO. By default, this is set to 12 hours. However, you can set anywhere between 1 hour and 24 hours. The session begins when the user logs in to Contentstack via SSO and will timeout after 12 hours (or the time period that you specify here).

    Advanced Settings

    Under Advanced settings, you will find more advanced settings related to user management, which includes IdP Role Mapping.

    Note: The IdP Role Mapping feature is available only if it is part of your Contentstack plan. Consequently, only then will you find the Role Mapping section under Advanced settings. If you want to include this feature in your plan, contact
    our Support team

    Configuring IdP Role Mapping

    IdP Role Mapping allows you to assign Contentstack roles to the users of a group/role in your IdP. 

    Before you add new role mappings, you must add the “roles” attributes in the “Attribute Mappings” section in your IdP. The steps are covered in Step 2 above.

    To add new IdP role mapping, click on the + ADD ROLE MAPPING link. Enter the following details:

    • IdP Role Identifier: Role identifier is the name or UID (by which it is uniquely identified in IdP) of the IdP group that you want to map. For example, “Contentstack Developers” or “Contentstack Project Managers.”
    • Organization Role: Assign an organization-level Contentstack role (i.e., either “Admin” or “Member”) to the IdP group/role that you are mapping.
    • Stack Roles: Assign stacks as well as corresponding stack-level roles to this IdP role.

    On the IdP side, you need to add “Group Mapping” or “Group Attributes” to map the roles.

    Likewise, you can add more role mappings for your Contentstack organization.

    In the Role Delimiter section, mention the character that serves as the delimiter for the roles. Depending on the IdP selected, the delimiter can be a space, comma (','), semicolon (;), or something else.

    Finally, select the Enable IdP Role Mapping checkbox to enable this feature.

    Note: After enabling IdP Role Mapping, the role management (in Contentstack) for the users of your IdP will be handled from your IdP, instead of from Contentstack.

  5. Test and Enable SSO

    Test SSO

    Before enabling SSO, it is recommended that you test it. To test it, perform the following steps:

    1. Click on the Test SSO button. This opens the Contentstack’s Login via SSO page.
    2. Specify your organization SSO name, and click on Continue to go to your IdP sign in page.

    3. Sign in to your account. If you are able to sign in to your IdP, your test is successful.

      Set_up_SSo_6_highlighted.png

      On successful connection, you will see a success message as follows:

      Set_up_SSo_10_no_highlight.png

    If you have enabled IdP Role Mapping, you’ll find the following details in a new page:

    1. SSO connection established successfully - A success message is displayed.
    2. IdP Roles received - The list of all the roles assigned to you in your IdP.
    3. Contentstack-IdP role mapping details - The details of all the Contentstack Organization-specific and Stack-specific roles mapped to your IdP roles.
    4. Click on the Close button. 

    Now, you can safely enable SSO for your organization.

    Note: While testing SSO settings with IdP Role Mapping enabled, the test will be performed only for the IdP roles of the currently logged-in user (i.e., the user performing the test).

    Enable SSO

    Click on Enable SSO to enable SSO for your Contentstack organization. Once this is enabled, users of this organization can access the organization through SSO login. You can disable SSO from the same page when required.

    Set_up_SSo_9_highlighted.png

    Note: If you've already logged into your SSO IdP, the trigger_sso_flow=<sso_name> query parameter automatically lets you log in to Contentstack via SSO, allowing you to skip the Contentstack login page.

    After enabling SSO, you will see SSO One-click URL at the top of the SSO page. You can use this URL to directly go to Contentstack’s SSO login page. Bookmark this URL to skip multiple steps while logging in.

    Set_up_SSo_11_highlighted.png

    Note: Only the users invited to the SSO-enabled organization can access the organization if IdP Role Mapping is disabled. Your IdP users cannot directly access the organization if they have not been invited to this organization.

    Disable SSO

    After enabling SSO, you will notice that 4. Test & Enable SSO changes to 4. Disable SSO in your SSO settings page. You can disable SSO for your organization anytime by clicking the Disable button.

    Set_up_SSo_12_highlighted.png

    Once disabled, the existing users of your organization will have to use Contentstack credentials to sign in. In case the existing user does not have Contentstack credentials, the user will have to use the Forgot password link on the login page in Contentstack to create a new password for login.

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