Single Sign-On (SSO)

Last modified: August 10, 2022

You can sign in to Auto Insights using single sign-on (SSO). If you use an identity provider (IDP) that supports SAML 2.0, like Azure Active Directory or Okta, we can help you to set up SSO for Auto Insights.

Set Up SSO 

  1. Validate that your identity provider (IDP) is compatible with Auto Insights. Auto Insights only supports SAML 2.0, like Azure Active Directory or Okta.
  2. Create a request with Alteryx Support to set up your URL. We create a custom Auto Insights domain name and SSO sign-in URL for your organization. Provide us with:
    • Your Company Name 
    • Your Identity Provider 
  3. Using the URL provided by Alteryx Support, configure your IDP to create a SAML Application that passes the user's email address to us as the subject. This configuration differs depending on the IDP. For Okta setup instructions, go to this Okta help page.  For Azure AD setup instructions, go to this Alteryx Community post.​​​​​
  4. Once configured, provide Alteryx Support with the:  
    • Issuer (for example, http://www.okta.com/yourname
    • IDP entity (we recommend using AutoInsights) 
    • IDP public certificate 
    • IDP sign-in URL 
    • Whether SSO should be enforced (which means users can only use SSO to sign in).
  5. Alteryx Support lets you know when your SSO sign-in configuration is complete. Test to validate that your SSO is working. 

If you receive a SAML error: 

  • Check that the user is signing in to their IDP with the information created in Auto Insights. 
  • Request troubleshooting from Alteryx Support. 
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