Tutorial: Azure Active Directory single sign-on (SSO) integration with Coda

In this tutorial, you'll learn how to integrate Coda with Azure Active Directory (Azure AD). When you integrate Coda with Azure AD, you can:

  • Control in Azure AD who has access to Coda.
  • Enable your users to be automatically signed-in to Coda with their Azure AD accounts.
  • Manage your accounts in one central location - the Azure portal.

To learn more about SaaS app integration with Azure AD, see What is application access and single sign-on with Azure Active Directory.

Prerequisites

To get started, you need the following items:

  • An Azure AD subscription. If you don't have a subscription, you can get a free account.
  • Coda single sign-on (SSO) enabled subscription (Enterprise) with GDrive integration disabled. Contact Coda support team to disable GDrive integration for your Organization if it is currently enabled.

Scenario description

In this tutorial, you configure and test Azure AD SSO in a test environment.

  • Coda supports IDP initiated SSO

  • Coda supports Just In Time user provisioning

  • Once you configure Coda, you can enforce session controls which protect exfiltration and infiltration of your organization’s sensitive data in real-time. Session controls extend from Conditional Access. Learn how to enforce session control with Microsoft Cloud App Security.

To configure the integration of Coda into Azure AD, you need to add Coda from the gallery to your list of managed SaaS apps.

  1. Sign in to the Azure portal using either a work or school account, or a personal Microsoft account.
  2. On the left navigation pane, select the Azure Active Directory service.
  3. Navigate to Enterprise Applications and then select All Applications.
  4. To add new application, select New application.
  5. In the Add from the gallery section, type Coda in the search box.
  6. Select Coda from results panel and then add the app. Wait a few seconds while the app is added to your tenant.

Configure and test Azure AD single sign-on for Coda

Configure and test Azure AD SSO with Coda using a test user called B.Simon. For SSO to work, you need to establish a link relationship between an Azure AD user and the related user in Coda.

To configure and test Azure AD SSO with Coda, complete the following building blocks:

  1. Begin configuration of Coda SSO - to begin configuration of SSO in Coda.
  2. Configure Azure AD SSO - to enable your users to use this feature.
  3. Configure Coda SSO - to complete configuration of single sign-on settings in Coda.
    • Create Coda test user - to have a counterpart of B.Simon in Coda that is linked to the Azure AD representation of user.
  4. Test SSO - to verify whether the configuration works.

Begin configuration of Coda SSO

Follow these steps in Coda to begin.

  1. In Coda, open your Organization settings panel.

    Open Organization Settings

  2. Ensure that your organization has GDrive Integration turned off. If it is currently enabled, contact the Coda support team to help you migrate off GDrive.

    GDrive Disabled

  3. Under Authenticate with SSO (SAML), select the Configure SAML option.

    Saml Settings

  4. Note the values for Entity ID and SAML Response URL, which you'll need in subsequent steps.

    Entity ID and SAML Response URL to use in Azure

Configure Azure AD SSO

Follow these steps to enable Azure AD SSO in the Azure portal.

  1. In the Azure portal, on the Coda application integration page, find the Manage section and select single sign-on.

  2. On the Select a single sign-on method page, select SAML.

  3. On the Set up single sign-on with SAML page, click the edit/pen icon for Basic SAML Configuration to edit the settings.

    Edit Basic SAML Configuration

  4. On the Set up single sign-on with SAML page, enter the values for the following fields:

    a. In the Identifier text box, enter the "Entity ID" from above. It should follow the pattern: https://coda.io/samlId/<CUSTOMID>

    b. In the Reply URL text box, enter the "SAML Response URL" from above. It should follow the pattern: https://coda.io/login/sso/saml/<CUSTOMID>/consume

    Note

    Your values will differ from the above; you can find your values in Coda's "Configure SAML" console. Update these values with the actual Identifier and Reply URL.

  5. On the Set up single sign-on with SAML page, in the SAML Signing Certificate section, find Certificate (Base64) and select Download to download the certificate and save it on your computer.

    The Certificate download link

  6. On the Set up Coda section, copy the appropriate URL(s) based on your requirement.

    Copy configuration URLs

Create an Azure AD test user

In this section, you'll create a test user in the Azure portal called B.Simon.

  1. From the left pane in the Azure portal, select Azure Active Directory, select Users, and then select All users.
  2. Select New user at the top of the screen.
  3. In the User properties, follow these steps:
    1. In the Name field, enter B.Simon.
    2. In the User name field, enter the username@companydomain.extension. For example, B.Simon@contoso.com.
    3. Select the Show password check box, and then write down the value that's displayed in the Password box.
    4. Click Create.

Assign the Azure AD test user

In this section, you'll enable B.Simon to use Azure single sign-on by granting access to Coda.

  1. In the Azure portal, select Enterprise Applications, and then select All applications.

  2. In the applications list, select Coda.

  3. In the app's overview page, find the Manage section and select Users and groups.

    The "Users and groups" link

  4. Select Add user, then select Users and groups in the Add Assignment dialog.

    The Add User link

  5. In the Users and groups dialog, select B.Simon from the Users list, then click the Select button at the bottom of the screen.

  6. If you're expecting any role value in the SAML assertion, in the Select Role dialog, select the appropriate role for the user from the list and then click the Select button at the bottom of the screen.

  7. In the Add Assignment dialog, click the Assign button.

Configure Coda SSO

To complete the setup, you'll enter values from Azure Active Directory in the Coda Configure Saml panel.

  1. In Coda, open your Organization settings panel.
  2. Under Authenticate with SSO (SAML), select the Configure SAML option.
  3. Set SAML Provider to Azure Active Directory.
  4. In Identity Provider Login URL, paste the Login URL from the Azure console.
  5. In Identity Provider Issuer, paste the Azure AD Identifier from the Azure console.
  6. In Identity Provider Public Certificate, select the Upload Certificate option and select the certificate file you downloaded earlier.
  7. Select Save.

This completes the work necessary for the SAML SSO connection setup.

Create Coda test user

In this section, a user called Britta Simon is created in Coda. Coda supports just-in-time user provisioning, which is enabled by default. There is no action item for you in this section. If a user doesn't already exist in Coda, a new one is created after authentication.

Test SSO

In this section, you test your Azure AD single sign-on configuration using the Access Panel.

When you click the Coda tile in the Access Panel, you should be automatically signed in to the Coda for which you set up SSO. For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources