Configuring and exporting SAML service provider information

When you configure Service Provider information, you can export it to a file you can share with or import to your IDP.

1. In the web UI, go to Administration > User Management > SAML. In the native UI, go to Options > SAML.
2. Click the Service Provider (SP) tab.
3. If necessary, enter information about your SP.
   Note: You should not enable SAML for Cleo Portal users until you have imported your IDP settings and your IDP has imported your SP settings.
   See SAML service provider reference.
4. Save your updates.
   In the web UI, click Save.
   In the native UI, click OK.
5. (Optional) Click Export.
   In the web UI, updates to the SP information are saved when you click Export.
   In the native UI, clicking Export does not save any changes. You must click OK to save the SP information.
   For more information about service provider information, see SAML service provider reference.