Steps to configure SAML SSO Projector PSA

About Projector PSA

Projector PSA is a cloud-based professional services automation (PSA) platform designed to help service-oriented organizations manage their projects, resources, and finances efficiently. It offers capabilities such as time and expense tracking, resource scheduling, project accounting, and real-time analytics.

The following steps will help you enable SSO for Projector PSA from Identity360.

Prerequisites

1. The MFA and SSO license for Identity360 is required to enable SSO for enterprise applications.
2. Log in to Identity360 as an Admin, Super Admin, or Technician with a role that has Application Integration and Single Sign-on permissions.
3. Navigate to Applications > Application Integration > Create New Application, and select Projector PSA from the applications displayed.
   Note: You can also find Projector PSA from the search bar located at the top.
4. Under the General Settings tab, enter the Application Name and Description.
5. Under the Choose Capabilities tab, select Single Sign-on and click Continue.
   General Settings of SSO configuration for Projector PSA.
6. On the Integration Settings tab, navigate to Single Sign On and click IdP Details. Copy the Login URL value and download the Signing Certificate, which will be used later during the configuration in Projector PSA.
   Integration Settings of SSO configuration for Projector PSA.

Projector PSA (service provider) configuration steps

1. Log in to Projector PSA, the service provider (SP), as an administrator.
2. Navigate to Integration > Single Sign On > SAML 2.0.
3. Copy the Account ID from the ACS URL, which will be used later during the configuration of Projector PSA in Identity360. For example, if the ACS URL is https://app.projectorpsa.com/Saml2Assert/iwuw33deru, then the Account ID is iwuw33deru.
4. Click Edit SSO Settings.
   Projector PSA portal view.
5. In the SAML2 Endpoint URL field, paste the Login URL value copied in step 6 of the prerequisites.
6. In the X509 Certificate Details field, click Load Certificate from File and upload the Signing Certificate downloaded in step 6 of the prerequisites.
7. Click Save.
   Projector PSA SAML configuration.

Identity360 (identity provider) configuration steps

Switch to the application configuration page in Identity360, the identity provider (IdP).
1. In the Account ID field, paste the value copied in step 3 of the Projector PSA configuration.
2. Enter the Relay State parameter, if necessary.
   Note: The Relay State is an optional parameter used with a SAML message to remember where you were or to direct you to a specific page after logging in.
3. Click Save.
   Integration Settings of SSO configuration for Projector PSA.
4. To learn how to assign users or groups to one or more applications, refer to this page.

Your users will now be able to sign in to Projector PSA through the Identity360 portal.