SSO for Memberships
Manage all of your businesses access permission and authentication needs in a single system with single sign-on (SSO) for memberships. This system allows you to manage access to your company’s applications across your stack, giving your end-users a single username and password combo for all of the applications and content they should have access to.
Note: This setup process must be done by an IT administrator with experience creating applications in your identity provider account. At this time, we only support SAML-based applications.
Follow the steps below to begin setting up your SSO for memberships.
To get the Audience URI and Sign on URL, ACS, Recipient, or Redirect values:
- In your HubSpot account, click the settings icon settings in the main navigation bar.
- In the left sidebar menu, select Private Content.
- Select a domain from the “choose a domain to edit” picklist to open the settings for that domain. Note* SSO must be enabled on a per-subdomain basis at this time.
- In the Single sign-on (SSO) section, click Set up.
- In the right pane, click Copy next to the values as needed. If you are using Microsoft AD FS, click the Microsoft AD FS tab to copy the values needed.
- Paste them into your identity provider account where required.
Once verification is complete, a “single sign on is enabled” notification will appear at the top of the General & Templates tabs for that domain and all template and email settings options that are no longer managed through HubSpot (because they are now managed through your IaP) will be disabled.
These options are also available in the page and landing page editor > settings tab.
Note: Articles must be set at the article level at this time. We will address global SSO settings options for the knowledge base at a later time.
Note: These options are also available in the article editor > settings tab.
If you would like all users in your IaP that have HubSpot as an assigned app to be able to see your private content, select the Private - Single sign on(SSO) required option.
If you would like to segment users with the assigned HubSpot app in your IaP into smaller tiered groups, select the Private - Single sign on (SSO) required with list filtering option.
- This option requires users to be both a member of your IaP with the assigned app AND a member of a contact list within HubSpot in order to view pages. The benefit of this option is that it allows you to further refine access if your business operates on a tiered subscription model, for example members get access to different content materials depending on their bronze, gold, or platinum subscription levels.
- Note: This is also the default option for content previously marked as “Private - registration required”. If you have content previously marked as "Private - registration required" and would like to transition fully to SSO, please verify that all contacts currently in those assigned lists are added to your IaP before switching over to unfiltered SSO management. Failure to do so will result in contacts losing access to that content.
Please note: you need administrative access in your Okta instance. This process is only accessible in the Classic UI in Okta.
- Log in to Okta. Make sure you are in the administrative instance of your Okta developer account.
- Click Applications in the top navigation bar.
- Click Add application.
- Click Create new app.
- Select Web as your platform and SAML 2.0 as your Sign On method then click Create.
- Fill out the General Settings screen as desired then click Next.
- On the Configure SAML screen, copy and paste the Sign on URL and Audience URI from HubSpot into Okta, then click Next and finish the app creation process.
- Navigate to the Assignments tab. Assign the new app to any users that will have access to private content, including yourself.
- Navigate to the Sign On tab. Click the View setup instructions button.
- Copy the Identity Provider Single Sign-On URL, Identity Provider Issuer and X.509 Certificate from Okta into HubSpot.
- Click Verify. You'll be prompted to log in with your Okta account to finish the configuration and save your settings.
Please note: you need administrative access in your OneLogin instance to create a new SAML 2.0 application in OneLogin, as required.
- Log in to OneLogin.
- Navigate to Applications.
- Click Add App.
- Search for SAML Test Connector (Advanced) and select the app.
- Click Save.
- Click the Configuration tab.
- Copy and paste the Audience and Recipient from HubSpot into the corresponding fields in OneLogin.
- In the upper right, click Save.
- Click the SSO tab.
- Copy the Issuer URL and SAML 2.0 Endpoint (Single Sign-on URL) into HubSpot.
- Click View Details under the X.509 Certificate then copy and paste the certificate into HubSpot.
- Click the Users tab in the top left and add yourself and any other users that should have access to private content to the OneLogin application you created.
- Click Verify. You'll be prompted to log in with your OneLogin account to finish the configuration and save your settings.
If you disable SSO for a domain that has published private content on it today, any Private - Single sign on (SSO) required pages will become fully public. Any content marked Private - Single sign on (SSO) required with list filtering will remain private and will be inaccessible to all users.
To go back to simple registration through HubSpot, our recommendation is to first change all sensitive content over to Private - Single sign on (SSO) required with list filtering, then disable SSO for that domain, and then to change all private content over to Private - registration required. During this switch we recommend reviewing any lists or workflows used to populate lists for registration purposes to ensure things are correct before saving the changes.
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