Setting Up Single Sign-On (SSO) with Other Providers in TextExpander
What you will need before getting started:
- Requires a Growth or Enterprise Organization
- You’ll need to be the Okta admin to complete the setup.
- SSO Point of Contact Information
- Your Identity Provider (IdP) XML Metadata
- Your Organization ID (ACS) can be found on your SSO Setup Page for your organization on TextExpander.com.
- Login to https://app.textexpander.com.
- Go to your Organization on the left menu and navigate to the “Single Sign-On” page.
TextExpander-Side Setup (SP)
- Login to TextExpander.com
- Go to your Organization on the left menu and navigate to the “Single Sign-On” page
- Select Generic as your SSO provider
- Provide an SSO Point of Contact (This is used primarily to help support your organization if there are any issues and we need to identify who set up your SSO).
- Download and Open your IdP XML Metadata file, copy its contents, and paste it into the IdP Metadata Field.
*Ensure that you directly input the XML Metadata as plain text, do not submit a URL.- Note: Press the Green Check on the top right of the field to save
IdP Configuration
You may not require all the information below, but at a minimum, it will require:
– ACS URL
– Assertions
– nameid
Assertion Consumer Service (ACS) URL
Your ACS URL can be found on your SSO Setup Page for your organization on TextExpander.com.
To locate your ACS URL, go to your Organization on the left menu and navigate to the “Single Sign-On” page. Use the same URL provided for your IdP’s fields if required:
– ACS URL
– Audience URI
– SP Entity ID
SAML SUBJECT
nameid-format: emailAddress
Attributes
TextExpander serves as the Service Provider, and it is necessary to align your IdP’s attributes with those of TextExpander.
*Please be aware that the attributes for TextExpander are case sensitive.
| TextExpander (Service Provider) | Identity Provider (IdP) |
| firstName | First Name |
| lastName | Last Name |
| Primary Email |
IdP XML Metadata
Download your IdP XML Metadata, copy its contents, and paste it into the IdP Metadata Field.
*Ensure that you directly input the XML Metadata as plain text, do not submit a URL.
Note: Press the Green Check on the top right of the field to save
SCIM Provisioning
SCIM provisioning is only available for Okta, OneLogin, and Microsoft Entra (Azure). For SCIM configuration guidance, kindly reach out to our support team.
Testing your SSO Login
Please follow the steps in the following article:
https://textexpander.com/learn/accounts/installing-textexpander/sso/testing-your-sso-setup