> For the complete documentation index, see [llms.txt](https://learn.heeler.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.heeler.com/tenant-admin-guide/access/saml-setup.md).

# SAML Setup

## SAML Setup

## Configuring Single Sign-On

The **SAML Setup** page is where you configure SAML 2.0 SSO with your identity provider (Okta, Microsoft Entra ID, Google Workspace, Ping, OneLogin, etc.). After SAML is configured and enabled, users authenticate against your IdP instead of (or in addition to) email-based logins.

### Where to find it

Administration → **Access** → **SAML Setup** in the left sidebar.

URL: `https://app.heeler.com/administration/access/settings`

### Quick start

See the [User Management](/getting-started/user-management.md) > [SAML](/getting-started/user-management/saml.md) documentation.

### Reference

#### Buttons and controls

* **Copy icons** next to the SP values for quick clipboard copy.
* **Download SP metadata XML** — full SP metadata file for IdPs that prefer XML import over field-by-field setup.
* **Delete Connection** (bottom right, red) — fully removes the IdP metadata and SAML config. Use this if you need to start over.

### Tips

* **Don't enable SAML before testing.** Step 1 + Step 2 can be configured without flipping **Enable SAML**. Use the test-login link from your IdP to verify before enforcing.
* **Just-in-Time + SCIM.** If you use SCIM Provisioning, JIT is optional — SCIM handles user creation. JIT is most useful when you don't have SCIM.
* **Group Mapping** affects role assignment via group claims; see User Management for the schema.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://learn.heeler.com/tenant-admin-guide/access/saml-setup.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.