---
title: Configure AD FS SSO with Engagedly
description: Admins can seamlessly integrate users from AD FS to Engagedly, which offers integrations for single sign on (SSO).
---

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# Configure AD FS SSO with Engagedly

### **Table of contents**

1. [Introduction](https://help.engagedly.com/integrate-ad-fs-with-engagedly#intro)
2. [Configure SAML SSO in Engagedly](https://help.engagedly.com/integrate-ad-fs-with-engagedly#inte)
3. [Create a relying party trust in AD FS](https://help.engagedly.com/integrate-ad-fs-with-engagedly#create-relying)
4. [Configure claim rules](https://help.engagedly.com/integrate-ad-fs-with-engagedly#configure-claim-rules)
5. [Add AD FS details to Engagedly](https://help.engagedly.com/integrate-ad-fs-with-engagedly#add-ad-fs)

### **1. Introduction**

Active Directory Federation Service (AD FS) allows users to sign in to Engagedly using their existing Windows or Active Directory credentials.

This integration helps admins enable single sign-on (SSO), centralize authentication, improve security, reduce password-related issues, and simplify user management.

**📒Note:** Admins and users with integration permissions are authorized to configure this integration.

For more information about SSO integrations, refer to the [Overview of integrations](https://help.engagedly.com/overview-of-integrations?hsLang=en).

**📒Note:** This document covers the integration setup for both Tangerine (V2) and Indigo (V3). Screenshots are captured from Indigo (V3), so the user interface may vary slightly in Tangerine.

**Prerequisites**

- Install and configure AD FS on your Microsoft server.
- Ensure users exist in AD FS with first name, last name, and email address.
- Ensure the same users exist in Engagedly with matching email IDs.

### **2. Configure SAML SSO in Engagedly**

Navigate to **Settings \>** **Integrations**.

1. In the "SSO" field, click **SAML Single Sign On**.
2. Click **ADD** at the to right.
3. Enter an identifier nameas required and click **SAVE**.

![Configure AD FS SSO with Engagedly1-3](https://help.engagedly.com/hs-fs/hubfs/Configure%20AD%20FS%20SSO%20with%20Engagedly1-3.jpg?width=670&height=304&name=Configure%20AD%20FS%20SSO%20with%20Engagedly1-3.jpg)

Engagedly generates the ACS URL and Entity ID.

### **3. Create a relying party trust in AD FS**

1. In the “WindowsServer Management”, select **Tools**, open **AD FS Management**, and select the **Relying Party Trusts** folder.
2. In the right panel, click **Add Relying Party Trust** in the “Actions” section.

![2-Nov-02-2023-02-40-21-6140-PM](https://help.engagedly.com/hs-fs/hubfs/2-Nov-02-2023-02-40-21-6140-PM.jpg?width=670&height=212&name=2-Nov-02-2023-02-40-21-6140-PM.jpg)

     3.  Click **Start** to begin the setup wizard.

     4.  In the left panel, click **Select Data Source**, select **Enter data about the relying party manually**, and click **Next**.

![3](https://help.engagedly.com/hs-fs/hubfs/3.webp?width=370&height=300&name=3.webp)

     5.  Enter the display name as required and click **Next**.

     6.  (Optional) Add notes after entering the display name.

![4-1](https://help.engagedly.com/hs-fs/hubfs/4-1.webp?width=369&height=300&name=4-1.webp)

     7.  Select the **AD FS profile**, and click **Next**.

![5-Nov-02-2023-02-43-56-8107-PM](https://help.engagedly.com/hs-fs/hubfs/5-Nov-02-2023-02-43-56-8107-PM.png?width=374&height=300&name=5-Nov-02-2023-02-43-56-8107-PM.png)

     8.  Skip the certificate step and click **Next**.

###### **Configure SAML settings**

1. Select **Enable support for the SAML 2.0 WebSSO protocol**.
2. Paste the ACS URL from Engagedly into the “Relying party SAML 2.0 SSO service URL”field, and click **Next**.

![6](https://help.engagedly.com/hs-fs/hubfs/6.webp?width=371&height=300&name=6.webp)

     3.  Paste the Entity ID from Engagedly into the “Relying Party Identifier” field, and click **Next**.

     4.  Skip multi-factor authentication (MFA) unless required.

     5.  Select **I do not want to configure multi-factor authentication settings for this relying party trust at this time**, and click **Next**.

![8-Nov-02-2023-02-50-16-0501-PM](https://help.engagedly.com/hs-fs/hubfs/8-Nov-02-2023-02-50-16-0501-PM.png?width=377&height=270&name=8-Nov-02-2023-02-50-16-0501-PM.png)

     6.  Select **Permit all users** to access this relying party and click **Next**.

     7.  Click **Close** to exit.

The relying party trust is successfully created.

### **4. Configure claim rules**

You must add two claim rules.

###### **Rule 1:** **Send LDAP attributes**

1. Click **Add Rule**.

     2.  In the “Claim rule template” drop-down, select **Send LDAP Attributes as Claims** and click **Next**.

![10.1](https://help.engagedly.com/hs-fs/hubfs/10.1.png?width=372&height=300&name=10.1.png)

     3.  Enter a name for the claim rule as required.

     4.  In the “Attribute store”drop-down, select **Active Directory**.

     5.  In the “LDAP Attribute” and “Outgoing Claim Type” fields, select **E-Mail-Address** and click **Finish**

![9](https://help.engagedly.com/hs-fs/hubfs/9.webp?width=372&height=300&name=9.webp)

###### **Rule 2: Transform claim (Mandatory)**

1. Click **Add Rule**.

     2.  In the “Claim rule template”drop-down, select **Transform an Incoming Claim**, and click **Next**.

![11.1](https://help.engagedly.com/hs-fs/hubfs/11.1.png?width=371&height=300&name=11.1.png)

     3.  Enter a name for the claim ruleas required.

     4.  Set:

- - Incoming claim type: **E-mail Address**
    - Outgoing claim type: **Name ID**
    - Outgoing name ID format: **Email Address**

     5.  Select **Pass through all claim values** and click **Finish**.

![11](https://help.engagedly.com/hs-fs/hubfs/11.webp?width=371&height=300&name=11.webp)

### **5. Add AD FS details to Engagedly**

Configure the relying party trust settings.

1. Right-click the newly created **Relying Party Trust** and select **Properties**.
2. Select the **Advanced** taband then select **SHA-1** from the drop-down.
3. Select the **Monitoring** tab.
4. In “AD FS Management”, paste the ACS URL (from Engagedly) into the “Relying Party’s Federation Metadata URL”field, and click **Test URL**.

Close the wizard if the configuration settings are correct, and it works well.

###### **Get metadata**

1. In “AD FS Management”, select **Service/Endpoints \> Metadata \> Type: Federation Metadata**.
2. Download the metadata XML file.
3. Copy the following values, paste them into Engagedly, and click **Save**:

| **AD FS value** | **Paste into Engagedly field** |
| --- | --- |
| Single Sign-On URL | Identity Provider Single Sign On URL |
| Relying Party Trust Identifier | Identity Provider Issuer |
| Token-signing certificate | Identity Provider X.509 Certificate |

###### **Export certificate**

1. In “AD FS Management”, select these folders in the left panel: **AD FS** **\>** **Services** **\>** **Certificates**.
2. In the “Token-signing” field, double-click the certificate.

![14-Nov-02-2023-03-10-35-9536-PM](https://help.engagedly.com/hs-fs/hubfs/14-Nov-02-2023-03-10-35-9536-PM.png?width=370&height=226&name=14-Nov-02-2023-03-10-35-9536-PM.png)

     3.  In the “Certificate” pop-up, open the **Details** tab, select **Copy to File**, and then click **OK**.

     4.  In the “Certificate Export Wizard pop-up”, click **Next**.

     5.  Select **Base-64 encoded X.509** and click **Next**.

     6.  Click **Browse** and follow the prompts to export the certificate.

     7.  Click **Finish** in the “Certificate Export Wizard”pop-up.

     8.  Open the downloaded certificate in a text editor and copy the entire content, including the **----- BEGIN CERTIFICATE-----**and**----- END CERTIFICATE-----** lines.

![15-Nov-02-2023-03-10-37-0402-PM](https://help.engagedly.com/hs-fs/hubfs/15-Nov-02-2023-03-10-37-0402-PM.png?width=370&height=253&name=15-Nov-02-2023-03-10-37-0402-PM.png)

     9.  Paste the certificate content into the ”Identity Provider X.509 Certificate” field in Engagedly and click **SAVE**.

    10.  (Optional) Click **Test Connection** to verify the setup.

    11.  Use the toggle to activate authentication using SAML and click **SAVE**.

![Configure AD FS SSO with Engagedly14](https://help.engagedly.com/hs-fs/hubfs/Configure%20AD%20FS%20SSO%20with%20Engagedly14.jpg?width=670&height=304&name=Configure%20AD%20FS%20SSO%20with%20Engagedly14.jpg)

Users can now sign in to Engagedly using their Active Directory credentials through AD FS SSO.

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- [Rewards (Indigo)](https://help.engagedly.com/rewards-indigo?hsLang=en#main-content)

    - [Get Started with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#get-started-with-rewards)
    - [Understand Gamification](https://help.engagedly.com/rewards-indigo?hsLang=en#understand-gamification)
    - [Configure Reward Settings](https://help.engagedly.com/rewards-indigo?hsLang=en#configure-reward-settings)
    - [Manage Points to Currency and Budgets](https://help.engagedly.com/rewards-indigo?hsLang=en#manage-points-to-currency-and-budgets)
    - [Set Up Points Redemption and Reward Catalog](https://help.engagedly.com/rewards-indigo?hsLang=en#set-up-points-redemption-and-reward-catalog)
    - [Working with Rewards](https://help.engagedly.com/rewards-indigo?hsLang=en#working-with-rewards)
    - [View Rewards Reports](https://help.engagedly.com/rewards-indigo?hsLang=en#view-rewards-reports)
- [Check-Ins](https://help.engagedly.com/check-ins?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/check-ins?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/check-ins?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/check-ins?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/check-ins?hsLang=en#faqs)
- [Integrations](https://help.engagedly.com/integrations?hsLang=en#main-content)

    - [HRIS Integrations](https://help.engagedly.com/integrations?hsLang=en#hris-integrations)
    - [Single Sign-On (SSO) Integrations](https://help.engagedly.com/integrations?hsLang=en#single-sign-on-sso-integrations)
    - [User Provisioning (SCIM) Integrations](https://help.engagedly.com/integrations?hsLang=en#user-provisioning-scim-integrations)
    - [Communication and Workspace Integrations](https://help.engagedly.com/integrations?hsLang=en#communication-and-workspace-integrations)
    - [Goal and Productivity Tool Integrations](https://help.engagedly.com/integrations?hsLang=en#goal-and-productivity-tool-integrations)
    - [Learning and LMS Integrations](https://help.engagedly.com/integrations?hsLang=en#learning-and-lms-integrations)
    - [Engagedly Product Suites](https://help.engagedly.com/integrations?hsLang=en#engagedly-product-suites)
    - [FAQs](https://help.engagedly.com/integrations?hsLang=en#faqs)
- [Talent Profile](https://help.engagedly.com/talent-profile?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/talent-profile?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/talent-profile?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/talent-profile?hsLang=en#employee)
- [Skill Assessments](https://help.engagedly.com/skill-assessments?hsLang=en#main-content)

    - [Admin](https://help.engagedly.com/skill-assessments?hsLang=en#admin)
    - [Manager](https://help.engagedly.com/skill-assessments?hsLang=en#manager)
    - [Employee](https://help.engagedly.com/skill-assessments?hsLang=en#employee)
- [Suggestions](https://help.engagedly.com/suggestions?hsLang=en#main-content)

    - [Overview](https://help.engagedly.com/suggestions?hsLang=en#overview)
    - [Admin](https://help.engagedly.com/suggestions?hsLang=en#admin)
    - [Employee](https://help.engagedly.com/suggestions?hsLang=en#employee)
    - [FAQs](https://help.engagedly.com/suggestions?hsLang=en#faqs)
- [Notes](https://help.engagedly.com/notes?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/notes?hsLang=en#employee)
- [Resources](https://help.engagedly.com/resources?hsLang=en#main-content)

    - [Employee](https://help.engagedly.com/resources?hsLang=en#employee)
- [Other Apps](https://help.engagedly.com/other-apps?hsLang=en#main-content)

    - [Talent Card](https://help.engagedly.com/other-apps?hsLang=en#talent-card)
    - [CXO](https://help.engagedly.com/other-apps?hsLang=en#cxo)
    - [Org Directory](https://help.engagedly.com/other-apps?hsLang=en#org-directory)
    - [Diversity and Inclusion](https://help.engagedly.com/other-apps?hsLang=en#diversity-and-inclusion)

- [About Us](http://www.engagedly.com/about-us) 
    - [Management Team](http://www.engagedly.com/about-us/management-team)

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