Setup standard MS Entra ID authentication

This page provides instructions for enabling the default SSO implementation and outlines important considerations for user management. This content applies only to the default SSO implementation.

Enable standard SSO with MS Entra ID

In the environment, open the Ultimo Configuration Tool and, from the left-hand menu, navigate to AET at the Application level. On the right side of the screen, you will see several tabs, including Basic, Groups, and Settings. Select the Settings tab, search for "Microsoft", and click Edit. Then enable the "Allow Microsoft Authentication" setting.

Example of enabled setting

When enabled, on the login page a new button will appear to login with Microsoft.

Only active user accounts that receive an activation link can actually login using this new button

Add new users

In Ultimo in the UCT>User manager you can add new users. Fill in the mandatory field. You can ignore the password and authentication fields. When the user receives the activation email, based on what is allowed in the Ultimo application, they decide for themselves how to log in and which fields to fill in. After you add the user, activate the account. Automatically, the user will receive an activation email with the required information.

Reset existing users and invite them

All existing users log in with a different method. Either 'forms' or 'custom SSO'. To let them login with this new method you can reset the login method in the user manager. This can be done per user or via multiple select in a batch. Use optional filtering to determine the correct selection.

Important to have the employees' e-mail address filled in at the employee record. Make sure it is only 1 (valid) e-mail address per record.

All activated users will receive an activation link. It is possible to reset inactive users but they wont receive an activation link.

Example of the user manager with the reset button pressed

Example of the activation email

If the link has expired, you can send a new invite by clicking the envelope icon in the user manager.

Activation link

The user shares the account information with the Ultimo app when using the activation link, as shown in the dialog below. Our app is verified by Microsoft and is a trusted app.

Premission requested by IFS Ultimo app

In some organisations, the app needs to be approved by the IT department. Based on the settings in Entra Id, a user can request permission from IT via a dialog when they use the app or contact their IT department manually.

Once the user links his organisation account with Ultimo, the activation step is finished, and from now on, the user can log in using the login button on the login page.

Authentication is done at your organisation's identity provider. When enabled, multi-factor authentication is applied.

Provisioning

Our standard SSO method is only applicable when using MS Entra ID. It is pure authentication. Although it is possible to maintain users manually, we advise SCIM to have user provisioning in place.