Identity Providers - SAML

CTM can now integrate with several SAML identity providers (Salesforce, OneLogin, and Okta). 

SAML (Security Assertion Markup Language) is an open standard for exchanging authentication and authorization data between parties, particularly between an identity provider and a service provider.

Note: CTM is the service provider, and Okta, Salesforce, or OneLogin is the identity provider.

This is available on Sales Engage, Enterprise, and Connect plans.

To start your integration, in CTM, navigate to Settings -> Parent Settings -> Identity Providers -> SAML Settings.

• Apply a Name
• Turn the Active toggle to ON
• Next, go to the SAML Settings section in CTM and fill out the following fields using documentation from your Identity Providers website (see below):
  • The NameId format must be "EmailAddress" when configuring the IdP settings (we do not accept usernames at this time) 
  • IdP Metadata URL (optional)
  • IdP Entity ID
  • IdP Single Sign-On URL
  • X.509 Certificate
• Click Save Changes

All users must have an account in CTM and the Identity Provider - using the same email address

Once completed, users will utilize the following URL to log in:

• https://app.calltrackingmetrics.com/agencies/{agency_id}/login

Here are links to each Identity Providers website for help with integrating:

Salesforce

Okta

OneLogin