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Tutorial: Microsoft Entra integration with Certify

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

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

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.
  • Certify single sign-on (SSO) enabled subscription.

Scenario description

In this tutorial, you configure and test Microsoft Entra single sign-on in a test environment.

  • Certify supports IDP initiated SSO.
  • Certify supports Just In Time user provisioning.

Note

Identifier of this application is a fixed string value so only one instance can be configured in one tenant.

To configure the integration of Certify into Microsoft Entra ID, you need to add Certify 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 Certify in the search box.
  4. Select Certify 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 SSO for Certify

Configure and test Microsoft Entra SSO with Certify 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 Certify.

To configure and test Microsoft Entra SSO with Certify, perform the following steps:

  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 Certify SSO - to configure the single sign-on settings on application side.
    1. Create Certify test user - to have a counterpart of B.Simon in Certify 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 > Certify > 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 pencil icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  5. On the Basic SAML Configuration section, perform the following steps:

    In the Identifier text box, type the URL: https://expense.certify.com

  6. On the Set up Single Sign-On with SAML page, in the SAML Signing Certificate section, click Download to download the Certificate (Raw) from the given options as per your requirement and save it on your computer.

    The Certificate download link

  7. On the Set up Certify section, copy the appropriate URL(s) as per 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 Certify.

  1. Sign in to the Microsoft Entra admin center as at least a Cloud Application Administrator.
  2. Browse to Identity > Applications > Enterprise applications > Certify.
  3. In the app's overview page, select Users and groups.
  4. Select Add user/group, then select Users and groups in the Add Assignment dialog.
    1. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.
    2. If you are expecting a role to be assigned to the users, you can select it from the Select a role dropdown. If no role has been set up for this app, you see "Default Access" role selected.
    3. In the Add Assignment dialog, click the Assign button.

Configure Certify SSO

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

Create Certify test user

In this section, a user called Britta Simon is created in Certify. Certify 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 Certify, a new one is created after authentication.

Note

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

Test SSO

In this section, you test your Microsoft Entra single sign-on configuration with following options.

  • Click on Test this application, and you should be automatically signed in to the Certify for which you set up the SSO.

  • You can use Microsoft My Apps. When you click the Certify tile in the My Apps, you should be automatically signed in to the Certify for which you set up the SSO. For more information about the My Apps, see Introduction to the My Apps.

Next steps

Once you configure Certify you can enforce session control, which protects exfiltration and infiltration of your organization’s sensitive data in real time. Session control extends from Conditional Access. Learn how to enforce session control with Microsoft Defender for Cloud Apps.