Onboarding your first customer

Onboarding your first Enterprise customer in Osso is a quick and painless process for both you and your customer. Below is a tutorial and explanation of the steps required to enable SAML SSO for your customer to connect to your team’s solution.

  1. Login to Osso

  2. Click + Add New Customer on the top right

  3. Enter your Customer’s company name and domain into their respective fields. If you are an Osso Admin, you will be provided with an additional dropdown menu under OAuth client. Select the OAuth client associated with your production environment. Click Done

  4. Click on the name of your recently added customer

  5. Click Add new Identity Provider

  6. Click the icon associated with your Customer’s Identity Provider. Click Next

  7. Click Download Documentation and save this to your computer. Click Done

  8. You will need to email the file from Step 7 to your Customer. Your Customer will need to complete the steps outlined within this document. Your customer contact will need to partner with someone who has Admin access within their Identity Provider, unless they are an Admin themselves.

Steps 9-11 will require you to upload your Customer’s XML Metadata File to Osso. Your customer will be instructed to email you an XML Metadata File they downloaded from their Identity Provider. When you receive this file from your customer via email, you will need to download it to your computer and upload it into the Customer Profile you created in Osso

  1. Click the Customer’s Company Name you created from the Customers list page in the Osso portal.

  2. Click Complete Configuration on the right side of the tile with the Identity Provider you created earlier.

  3. Click the box with the Mailbox icon and select the XML Metadata File on your computer or drag and drop the XML Metadata File onto the box with the Mailbox icon.

  4. Once the file has been uploaded, the text boxes below Identity Provider Single Sign-On URL and X.509 Certificate will both be populated. Click Done

  5. Reach out to your customer letting them know they are now able to login to your service via their Identity Provider.