> For the complete documentation index, see [llms.txt](https://help.docupilot.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.docupilot.app/account-setup-and-administration/managing-your-org/login-methods/microsoft-entra-id-sso.md).

# Microsoft Entra ID SSO

## Prerequisites

* Ensure you have a verified domain added to your Docupilot Organisation. Learn more on adding a [Verified Domain here](/account-setup-and-administration/managing-your-org/verified-domains.md).
* To enable SAML Single Sign-On (SSO) with Microsoft Entra ID, you need to be the organization owner in Docupilot.

## Configuring Microsoft Entra ID SSO

To enable Single Sign-On (SSO) on Docupilot using Microsoft Entra ID, follow the steps below:

### Step 1: Connect Microsoft Entra ID in Docupilot

<figure><img src="/files/E7pwE1HTcpPxNRaq2mHL" alt="Connect SSO on your Docupilot account"><figcaption><p>Configuring Microsoft Entra ID SSO</p></figcaption></figure>

1. Navigate to **Login Methods** tab in your **Organization** settings.
2. Click **Connect SSO** under **SSO Login method**, and select **Microsoft Entra ID** from the list.
3. Enter a display name for this SSO connection.
4. Click **Add method**.

<figure><img src="/files/yBcofUwYIOmCZ1bd0y2U" alt=""><figcaption><p>Adding Microsoft Entra ID SSO Login Method</p></figcaption></figure>

### Step 2: Configure SAML SSO in Microsoft Entra ID

#### **A. Create an Application**

1. Log in to your Microsoft Entra admin center.
2. Navigate to the **Enterprise Applications**, click **New Application.**
3. Select **Create your own application** and enter a name for the application (ex: *Docupilot*).
4. Choose the option **Integrate any other application you don’t find in the gallery (Non-gallery)** and click on **Create.**

   <figure><img src="/files/cihJCZqbKndkt5ClxPui" alt=""><figcaption><p>Creating Application in Microsoft Entra ID</p></figcaption></figure>
5. Once created, select **Single sign-on** from the Manage section and select the **SAML** based sign-on method.<br>

   <figure><img src="/files/NhvfbT57Kl4XYGfrJ4re" alt=""><figcaption><p>Selecting SAML Sign On method</p></figcaption></figure>

#### **B. Copy metadata from Docupilot to Entra ID**

In the **SAML** configuration:

1. Click **Edit** under **Basic SAML Configuration.**<br>

   <figure><img src="/files/djKyiMPCpIFGbmBeDnkh" alt=""><figcaption><p>Editing Basic SAML Configuration in Azure</p></figcaption></figure>
2. From Docupilot **copy** **Identifier** and **Reply** URL.<br>

   <figure><img src="/files/ue898saed2Opk59lRyFn" alt=""><figcaption><p>Copy Basic Configuration from Docupilot</p></figcaption></figure>
3. **Paste** them in respective fields in Microsoft Entra ID. **Save** the settings.

<figure><img src="/files/8yH7kLcf8JdYgSwrxW5W" alt=""><figcaption><p>Save Basic SAML Configuration in Microsoft Entra ID</p></figcaption></figure>

#### **C. Copy Metadata from Entra ID to Docupilot**

1. Click on **Edit** option in **SAML Certificates** section and select the **Signing option** as **Sign SAML response and assertion**. **Save** the change&#x73;**.** <br>

   <div align="center" data-full-width="true"><figure><img src="/files/InyACtU5Cu08IBGh9PPa" alt=""><figcaption><p>Selecting Signing options in Microsoft Entra ID</p></figcaption></figure></div>
2. In the **SAML Certificates** section copy **App Federation Metadata Url** and **paste** it in the respective field in Docupilot

   <div><figure><img src="/files/5c3DkZGWkr6r6UpZLY1n" alt=""><figcaption><p>Copy Metadata URL from Microsoft Entra ID</p></figcaption></figure> <figure><img src="/files/8d8CLmL4uOYnZPyASM8e" alt=""><figcaption><p>Paste Metadata in Docupilot</p></figcaption></figure></div>
3. **Save Configuration** in Docupilot.
4. **Enable** the SSO Configuration to activate it.

<figure><img src="/files/E1NO6OweTsv11iwbI2sF" alt=""><figcaption><p>Enabling Microsoft Entra ID SSO</p></figcaption></figure>

### Step 3: Login via Microsoft Entra ID

Add users to your Microsoft Entra ID Enterprise Application. Read [Invite, assign and unassign users](https://learn.microsoft.com/en-us/entra/identity/enterprise-apps/assign-user-or-group-access-portal?pivots=portal) for detailed steps. Once assigned, users can log in to Docupilot using Microsoft Entra ID SSO from the Organization Login page. If a user doesn't already have an account under your organization, one will be created automatically upon first login.

<figure><img src="/files/DLYbOnuCIW3QMGTUB2ya" alt=""><figcaption><p>Login option with Microsoft Entra ID SSO</p></figcaption></figure>

## Deleting SSO Login Method

To delete the configured SSO Login method:

1. Navigate to **Login Methods** tab in your **Organization** page
2. Select the SSO method and click on **Delete Configuration.**

<figure><img src="/files/zy8okC23yaPtENRCr6ET" alt=""><figcaption><p>Deleting Microsoft Entra ID SSO Login Method</p></figcaption></figure>


---

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