SAML

Paid feature

In ToolJet, you can use the group synchronization feature to automatically update user roles and custom groups from the identity provider. This functionality enables centralized access management, reduces the risk of manual errors, enhances security, and simplifies the user onboarding process. SAML Group Sync is only available at the workspace level.

This guide covers how to set up SAML group synchronization with Okta as identity provider as an example. This can be used as a reference for other IdPs configuration.

Group synchronization occurs at every login. Users must log out and log back in for changes to be reflected. Manual editing of groups in ToolJet is not recommended as changes will be overwritten upon subsequent logins.

Deleting a user from Identity provider

Whenever a user is deleted from the Identity Provider, admins needs to manually archive the user in ToolJet. Otherwise, if password login is enabled, the user can still log in using their password.

If the license expires or downgrades to a plan without group sync, both SSO and group sync features will be disabled. Users will need to log in via alternative SSO methods or email/password. If the license limit is reached, new users will not be allowed to log in.

Prerequisites

Please make sure to add the group attribute while setting up SAML to your ToolJet workspace. Refer to SAML setup and Okta configuration documentation for detailed instructions.

Group Mapping

ToolJet allows mapping identity provider (IdP) groups to ToolJet custom groups using SAML group synchronization. This ensures user access and roles are managed consistently across systems, enabling centralized and automated access control.

There are two ways to configure:

• UI-based mapping: Create matching custom groups in ToolJet that reflect the group names from your IdP.
• Environment variable-based mapping: Define group mappings in the .env file of your ToolJet instance.

Let’s go over each method in detail:

UI-based Group Mapping

To map groups using the UI, follow these steps:

1. Configure group sync via SAML

Make sure SAML is properly configured between your IdP and ToolJet.

2. Identify groups in your IdP

Determine the groups in your identity provider (e.g., Okta) that you want to sync with ToolJet.

3. Create custom groups in ToolJet

• Create custom groups in ToolJet using exactly the same names as the ones in your IdP. Refer to the custom group documentation to learn more about creating custom groups.

note

Group names are case-sensitive, so make sure group names in ToolJet and your identity provider (e.g., Okta) match exactly.

• Example: If you have a group named Support in Okta, create a group named Support in ToolJet as shown below:

  • Group in Okta

    

  • Group in ToolJet

    

4. Set permissions in ToolJet

Assign roles and permissions to each custom group in ToolJet based on your access control needs.

5. User group mapping on login

Once SAML is configured and the groups are created in ToolJet, the next time the respective user logs in, the group mapping will occur, and their role and custom groups will be updated accordingly.

Environment Variable-based Group Mapping

In some cases (especially for Azure AD), group names are not passed as strings but as object IDs. In such cases, you must use the environment variable based group mapping method.

note

• This method is only applicable for self-hosted setups.
• This configuration applies to all identity providers for SAML group mapping.
• For Azure AD users: use the Object ID of the group if the configuration does not emit the group name.
• If environment variables are configured, they will take precedence over the group mappings defined in the above steps.

Usage

Add the following environment variable in your ToolJet instance:

.env

TJ_SAML_GROUP_MAPPINGS__<workspace_slug>='{"idp-group-name-or-objectId": "tooljet-group-name"}'

Replace <workspace_slug> with your workspace’s slug and in-case if the slug contains hyphens (-), replace them with underscores (_). The slug can be found in the URL of your workspace.

For example, in the instance URL https://app.corp.com/my-workspace, the slug is my-workspace and in the environment variable, it becomes my_workspace. You can also find it by clicking Edit icon from the workspace dropdown at the bottom left, a modal will appear showing the slug.

The value should be a JSON string where keys represent group names or object IDs from your identity provider and values represent corresponding group names in ToolJet.

Example for Azure AD

If you have a group named Support in Azure AD and you want it mapped to a group named Support in ToolJet, you need to get the Object ID of the group from Azure AD and use it as key in the environment variable.

• Group in Azure AD

  

• Group in ToolJet

  

Here's what the environment variable will look like:

.env

TJ_SAML_GROUP_MAPPINGS__my_workspace='{"cObfe2ea-680-4029-9172-9d73dd5c08c7": "Support"}'

Multiple Group Mappings example

You can also specify multiple mappings by separating them with commas. For example, if you have two groups named "Support" and "Admin" in your identity provider (e.g., Okta) and you want them mapped to groups named "Support_Team" and "Admin" in ToolJet respectively, you would configure it like this:

.env

TJ_SAML_GROUP_MAPPINGS__my_workspace='{"Support": "Support_Team", "Admin": "Admin"}'

Now, when a user logs into ToolJet through SAML, their role and custom groups will be updated according to the specified mappings.