Signing in with single sign-on (SSO) is one of the ways to sign into Influ2 and ensure the highest level of security.
This guide walks you through configuring SSO with Google Workspace for your Influ2 account. This allows users to access Influ2 using their Google Workspace credentials, eliminating the need for separate logins.
The process consists of 3 major steps. Let’s break down each of them.
1. Setting up SSO in Google Workspace:
1.1 Sign in to the Google Admin console. For this, go to admin.google.com and sign in with your Google Workspace admin credentials.
1.2 In the left sidebar menu, choose “Apps > Web and mobile apps.”
1.3 After this, you need to create a custom SAML app. For this, click “Add App” and choose “Add custom SAML app.”
1.4 Give your application a descriptive name (e.g., "Influ2") and fill in the “Service Provider Details,” providing the following information:
- ACS URL: [Provided by Influ2]
- Entity ID: Influ2
- Name ID format: EMAIL
1.5 Configure attribute mapping by clicking “Add Mapping” and specifying the following attributes:
- Primary Email: userEmail
- Last name: lastName
- First name: firstName
1.6 Click “Finish” to save the settings.
1.7 After this, you need to assign the App to Users or Groups. Go to "Apps -> Web and mobile apps."
1.8 Find and select your app (e.g., "Influ2") and click "Access details." Assign your app to a specific user or group.
2. Assigning a custom attribute
This step allows you to assign specific roles within Influ2 to your users.
2.1 Go to “Directory > Users.”
2.2 Click on “More options” and select “Manage custom attributes.”
2.3 Click “Add custom attribute.”
2.4 Specify the following information for your custom attribute:
- Category: [Your Custom Value]
- Description: [Your Custom Value]
- Name: User role
- Info type: Text
- Visibility: Visible for organization
- Number of values: Single Value
2.5 Populate a custom field. For this navigate to "Directory -> Users" and select the desired user.
2.6 Go to "User details -> User information."
2.7 Locate the custom field you’ve created in Step 2.4 and click on the edit icon next to it to modify its value.
2.8 Assign the appropriate role to the user:
- Admin – manages everything in Influ2 dashboard
- Manager – launching campaigns but have no access to users and billing.
- Viewer – have access to reporting data only.
2.9 Click "Save" to apply the changes.
2.10 Now you need to add the custom field to a token. For this, go to “Apps > Web and mobile apps.”
2.11 Select your application (Influ2).
2.12 Expand the “SAML attribute mapping” section and click “Add mapping.”
2.13 In "App attributes," select "Role" with "userRole" next to it.
2.14 Click “Save.”
3. Finalize your SSO integration
Provide the following information to your Influ2 Customer Success Manager:
- entity_id
- idp_metadata in XML format
Once Influ2 receives this information, the SSO integration will be complete.