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Tutorial: Microsoft Entra single sign-on (SSO) integration with FiscalNote

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In this tutorial, you'll learn how to integrate FiscalNote with Microsoft Entra ID. When you integrate FiscalNote with Microsoft Entra ID, you can:

  • Control in Microsoft Entra ID who has access to FiscalNote.
  • Enable your users to be automatically signed-in to FiscalNote with their Microsoft Entra accounts.
  • Manage your accounts in one central location.

To learn more about SaaS app integration with Microsoft Entra ID, see What is application access and single sign-on with Microsoft Entra ID.

Prerequisites

To get started, you need the following items:

  • A Microsoft Entra subscription. If you don't have a subscription, you can get a free account.
  • FiscalNote single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Microsoft Entra SSO in a test environment.

  • FiscalNote supports SP initiated SSO

  • FiscalNote supports Just In Time user provisioning

To configure the integration of FiscalNote into Microsoft Entra ID, you need to add FiscalNote from the gallery to your list of managed SaaS apps.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > New application.
  3. In the Add from the gallery section, type FiscalNote in the search box.
  4. Select FiscalNote from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Alternatively, you can also use the Enterprise App Configuration Wizard. In this wizard, you can add an application to your tenant, add users/groups to the app, assign roles, as well as walk through the SSO configuration as well. Learn more about Microsoft 365 wizards.

Configure and test Microsoft Entra single sign-on for FiscalNote

Configure and test Microsoft Entra SSO with FiscalNote using a test user called B.Simon. For SSO to work, you need to establish a link relationship between a Microsoft Entra user and the related user in FiscalNote.

To configure and test Microsoft Entra SSO with FiscalNote, complete the following building blocks:

  1. Configure Microsoft Entra SSO - to enable your users to use this feature.
    1. Create a Microsoft Entra test user - to test Microsoft Entra single sign-on with B.Simon.
    2. Assign the Microsoft Entra test user - to enable B.Simon to use Microsoft Entra single sign-on.
  2. Configure FiscalNote SSO - to configure the single sign-on settings on application side.
    1. Create FiscalNote test user - to have a counterpart of B.Simon in FiscalNote that is linked to the Microsoft Entra representation of user.
  3. Test SSO - to verify whether the configuration works.

Configure Microsoft Entra SSO

Follow these steps to enable Microsoft Entra SSO.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > FiscalNote > Single sign-on.

  3. On the Select a single sign-on method page, select SAML.

  4. On the Set up single sign-on with SAML page, click the edit/pen icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  5. On the Basic SAML Configuration section, enter the values for the following fields:

    a. In the Sign on URL text box, type a URL using the following pattern: https://<InstanceName>.fiscalnote.com/login?client=<ClientID>&redirect_uri=https://app.fiscalnote.com/saml-login.html&audience=https://api.fiscalnote.com/&connection=<CONNECTION_NAME>&response_type=id_token%20token

    b. In the Identifier (Entity ID) text box, type a URL using the following pattern: urn:auth0:fiscalnote:<CONNECTIONNAME>

    Note

    These values are not real. Update these values with the actual Sign on URL and Identifier. Contact FiscalNote Client support team to get these values. You can also refer to the patterns shown in the Basic SAML Configuration section.

  6. FiscalNote application expects the SAML assertions in a specific format, which requires you to add custom attribute mappings to your SAML token attributes configuration. The following screenshot shows the list of default attributes.

    image

  7. In addition to above, FiscalNote application expects few more attributes to be passed back in SAML response which are shown below. These attributes are also pre populated but you can review them as per your requirement.

    Name Source Attribute
    familyName user.surname
    email user.mail

  8. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Certificate (Raw) and select Download to download the certificate and save it on your computer.

    The Certificate download link

  9. On the Set up FiscalNote section, copy the appropriate URL(s) based on your requirement.

    Copy configuration URLs

Create a Microsoft Entra test user

In this section, you'll create a test user called B.Simon.

  1. Sign in to the Microsoft Entra admin center as at least a User Administrator.
  2. Browse to Identity > Users > All users.
  3. Select New user > Create new user, at the top of the screen.
  4. In the User properties, follow these steps:
    1. In the Display name field, enter B.Simon.
    2. In the User principal name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Select Review + create.
  5. Select Create.

Assign the Microsoft Entra test user

In this section, you'll enable B.Simon to use single sign-on by granting access to FiscalNote.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.

  2. Browse to Identity > Applications > Enterprise applications > FiscalNote.

  3. In the app's overview page, find the Manage section and select Users and groups.

    The "Users and groups" link

  4. Select Add user, then select Users and groups in the Add Assignment dialog.

    The Add User link

  5. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.

  6. If you're expecting any role value in the SAML assertion, in the Select Role dialog, select the appropriate role for the user from the list and then click the Select button at the bottom of the screen.

  7. In the Add Assignment dialog, click the Assign button.

Configure FiscalNote SSO

To configure single sign-on on FiscalNote side, you need to send the downloaded Certificate (Raw) and appropriate copied URLs from the application configuration to FiscalNote support team. They set this setting to have the SAML SSO connection set properly on both sides.

Create FiscalNote test user

In this section, a user called B.Simon is created in FiscalNote. FiscalNote supports just-in-time user provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in FiscalNote, a new one is created after authentication.

Note

If you need to create a user manually, contact FiscalNote support team.

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration using the Access Panel.

When you click the FiscalNote tile in the Access Panel, you should be automatically signed in to the FiscalNote for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources