Other Identity Providers

Before you begin

You will need your socure_public_account_id, available in the RiskOS™ Dashboard on the Developer Workbench > API Keys page under the Customer ID section.

Set Up Single Sign-On (SSO) with Other Identity Providers

1. Configure SAML settings

The steps to configure SAML SSO authentication for other identity providers are generally similar. Follow your provider’s instructions to create a SAML 2.0 integration and apply the required settings below.

General settings

Property Value
Single Sign-On URL Enter: https://api-dashboardv2.socure.com/saml2/SSO
Audience URI (SP Entity ID) Enter one of the following:
- Sandbox environment: https://riskos.sandbox.socure.com/saml2/socure_public_account_id
- Production environment: https://riskos.socure.com/saml2/socure_public_account_id

2. Configure SAML attribute statements

When setting up attribute statements, ensure the following attributes are configured:

Name Name Format Value Required?
urn:oid:2.5.4.42 Unspecified user.firstName Yes
urn:oid:2.5.4.4 Unspecified user.lastName Yes
urn:oid:2.5.4.20 Unspecified user.phoneNumber Yes
urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress Unspecified user.email Yes
https://dashboard.socure.com/attributes/role URI Reference String.join(",", appuser.RoleName) Optional

If you want to manage what role(s) a user should have when they access RiskOS™, you will need to add a new custom attribute. Fill out the details of the new custom attribute as follows:

The following table lists the valid role names available in RiskOS™:

Example Display Name Value
Admin administrator
Acc Owner account owner
Dev developer
Fraud Analyst fraud analyst
Compliance Analyst compliance analyst
Compliance Officer compliance officer
Compliance Supervisor compliance supervisor

3. Send the SAML metadata to Socure

Once the SAML App integration is created, generate the SAML metadata file and securely share it with Socure.

Do not copy and paste just the X.509 certificate from the SAML Setup Instructions page. Socure requires the full SAML metadata file (XML format), which includes your entity ID, endpoints, and certificates.

Important: Customers must provide two separate metadata files to Socure:

After receiving your SAML metadata file, your Technical Account Manager will confirm when SAML is enabled for your account.

4. Test the integration

To test the SAML integration, go to the IdP Admin Console, create a user, assign Socure's RiskOS™ app to the user and assign role(s) via the custom RoleName SAML attribute. When the user launches the RiskOS™ app from the IdP dashboard, the following occurs:

The Users tab on the Users page in RiskOS™ is populated with the user's name, email address, and phone number.

The user is assigned the role(s) specified in the RoleName custom SAML attribute. If role(s) is not assigned, the system will default to assigning Analyst role to the user.

5. Assign users to RiskOS™

If you are planning to manage role assignment to users and you have configured the custom SAML attribute for RoleName, you can assign role(s) to the user when assigning the application. If a role is not assigned, the system will default to assigning Analyst role to the user.

Note: