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Set up Single Sign-On (SSO) with Microsoft Entra ID

For IT admins: the SAML claims LeanSuite needs, how to exchange metadata, and how to fix common SSO errors.

Written by Angad Singh

Set up SAML Single Sign-On so your users can sign in to LeanSuite with their company account. LeanSuite supports SAML Single Sign-On with Microsoft Entra ID (Azure AD) and Google.

Who can do this: Your IT team. SSO is set up together with LeanSuite. Contact your LeanSuite representative or [email protected] to start.

1. Create the enterprise application

In Entra ID, create an enterprise application for LeanSuite using the SAML details LeanSuite provides.

2. Configure claims

Under Attributes & Claims, add the following claims. Use the full URI form for claim names.

Claim

Value

Notes

email

user.mail

The user's email address

username

The attribute that matches the user's LeanSuite username, for example user.mailnickname

If this doesn't match, users log in but aren't matched to their LeanSuite account

phone_number

A constant value set with a claim transformation

Required by our sign-in service. The value is not stored and your directory isn't changed.

gender

A constant value

Required by our sign-in service. The value is not stored.

3. Exchange metadata

Download the Federation Metadata XML from Entra ID and send it to LeanSuite.

Important: Any time you change claims, download the metadata again and send the new file.

4. Test

  • Test with a test user in a separate browser or private window.

  • On mobile, users need the latest version of the LeanSuite app to sign in with SSO.

  • Finish SSO setup before bulk-creating users, so usernames match.

Troubleshooting

  • "Invalid phone number format": the phone_number claim is missing or not in a valid format. Set it to a constant, valid-format value using a claim transformation.

  • User logs in but lands in the wrong account or no account: the username claim doesn't match the LeanSuite username. Map the attribute that matches, for example mailnickname instead of an object ID.

  • Changes don't take effect: re-send the updated metadata XML to LeanSuite.


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