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Configure Azure Active Directory with Flex

Have you already configured SSO using the preview.twilio.com endpoint? Learn how to update your existing configuration with the Flex SSO Migration Guide.

Step One: Create an application

In the Microsoft Azure Portal select Azure Active Directory followed by Enterprise Applications.

Azure Setup 1

Select Create New Application and choose Non-Gallery Application and give your Application a name.

Azure setup 2

Step Two: Configure your application

Select Single sign-on from the Application menu and pick SAML as the sign-on method.

Azure setup 3

Select Basic SAML Configuration.

Azure setup 4

Edit Settings as follows.

  • Set your Entity ID to https://iam.twilio.com/v1/Accounts/ACxxxx/saml2/metadata. Replace ACxxxx with your real Account SID.
  • Set your Reply URL to https://iam.twilio.com/v1/Accounts/ACxxxx/saml2. Replace ACxxxx with your real Account SID

Microsoft Flex SSO (IAM v1)

Under point 3 - SAML Signing Certificate click edit and change Signing Option to Sign both Response and Assertion.

Azure setup 9

Step Three: Configure claims

Claims are key value pairs that the Identity Provider asserts to be true to the application. Flex uses these to determine the critical information about each Flex User.

Please Note! All the information supplied from the Identity Provider to Twilio is stored inside Twilio TaskRouter Worker Attributes. Consider local regulations for storing data and only provide data relevant for Flex usage (further information about Twilio Privacy policy).

Azure setup 6

  • In above example Azure passes to Flex the following attributes (full_name, email and roles). These are minimum attributes Flex requires.
  • Directory attribute user.employeeid will be used as the unique Flex user identifier.
  • We are also setting roles=agent for all users here but we recommend configuring the roles at Directory level and referencing them here.
  • Please ensure that you do not set any Namespace with these attributes.
  • Flex will merge update the Worker attributes with each successful SSO authentication.
  • Please see Identity Attributes section for further information about naming Attributes and other possible Worker attributes.

Step Four: Save Application information and copy Application details.

Azure setup 7

  1. Download the BASE64 Certificate - this will be added to Twilio Flex Console as X.509 CERTIFICATE
  2. Make a note of the Login URL - this is the SINGLE SIGN-ON URL in Flex Console.
  3. And Azure AD identifier - this is the IDENTITY PROVIDER ISSUER in Flex Console.

Step Five: Ensure Users in Directory are assigned to the Application.

Azure setup 7

Please ensure that you have users assigned to your Application.

Step Six: Configure Flex with your new SAML credentials

Screen Shot 2019-10-31 at 5.26.49 PM.png

Using the details gathered in Step Four, save your SSO configuration on the Flex Console Single Sign-on settings page. Make sure you check the USES IAM.TWILIO.COM radio button. To learn more about migrating from the preview.twilio.com URL to iam.twilio.com see our migration guide.

Additional Configuration

Our Configuring SSO page has additional detail on how to initiate login from your Identity Provider, how to login to a self-hosted domain, and details on attributes that can be defined for each identity.

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