Setting up SAML
You can configure your ChartHop organization with SAML V2.
Generate your XML metadata file
Before configuring SAML in ChartHop, you will need to generate an XML metadata file from your identity provider (IdP). This is done on your end — ChartHop support does not generate this file for you. Refer to your IdP's documentation for instructions on how to export or download your SAML metadata XML.
Setup SSO In ChartHop
After you have your XML metadata file, enable the SAML option in ChartHop and upload your metadata.
- From the left sidebar, select Access.
- From the sub-menu, select Settings.
- Scroll to the SSO section on the page.
- Toggle Enable SAML v2 SSO.
- Upload the XML.
- Select Save settings.
Test the new login with SAML SSO to ChartHop
To test your SAML SSO configuration with ChartHop:
- Log out of ChartHop.
- Visit https://app.charthop.com/{org-slug}/account/login where {org-slug} is your ChartHop organization's unique slug.
- Confirm that your SAML sign-in displays on the login screen.
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