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Set Up SSO

Enable Single Sign-On for your Rally workspace.

Sophie avatar
Written by Sophie
Updated over 3 weeks ago

๐Ÿ’ก Single Sign-On is an enterprise feature. Contact your Rally Sales Rep to enable!

This article provides instructions for customers using Rally V1, and information which is still applicable to Rally for Teams. Your Rally admin will let you know when it's time to switch to Rally for Teams. For customers using Rally for Teams, jump to the Rally for Teams section below for additional information.

Set Up SSO

  1. In the top right corner of Rally, select your user icon and select 'Settings'.

  2. From the sidebar, select 'Account'.

  3. In the Account settings, select 'Set up single sign-on'.

    1. This will redirect to workos.com to configure SSO with your Identity Provider.

    2. Rally is integrated with WorkOS to support a wide range of Identity Providers.

This service is compatible with any IdP and supports both the SAML and OIDC protocols. Itโ€™s modeled to meet the OAuth 2.0 framework specification, abstracting away the underlying authentication handshakes between different IdPs.

  1. Select your Identity Provider and follow the guided steps on setting up SSO.

    1. If you want to preview how the setup will look, you can select your Identity Provider from WorkOS's integration list at https://workos.com/docs/integrations.

  2. After connecting Rally to your Identity Provider for SSO, you will see a confirmation in the Account settings card in Rally.

  3. If you need to make any modifications to your SSO connection, you can select Edit 'SSO Configuration'. This will take you back to the WorkOS admin portal, where you can make the necessary changes.

Rally's SSO connection flow is a guided experience that will contain all the information and links you will need to connect to Rally. All SSO required information like Entity ID and Sign-In URL will be provided as you go through the setup flow in Rally.


Rally for Teams

๐Ÿ’ก Single Sign-On is an enterprise feature. Contact your Rally Sales Rep to enable!

The steps above are for customers using Rally V1. The section below includes specific instructions for customers using Rally for Teams.

๐Ÿšจ Setting up Single Sign-On requires the "Create and modify workspace settings" permission. This includes the Rally default roles Admin and Ops Manager.

  1. Select your workspace name to select Settings.

  2. From the sidebar, select Account.

  3. In the Account settings, select Set up single sign-on.

    • This will redirect to workos.com to configure SSO with your Identity Provider.

    • Rally is integrated with WorkOS to support a wide range of Identity Providers.

This service is compatible with any IdP and supports both the SAML and OIDC protocols. Itโ€™s modeled to meet the OAuth 2.0 framework specification, abstracting away the underlying authentication handshakes between different IdPs.

  1. Select your Identity Provider and follow the guided steps on setting up SSO.

  2. After connecting Rally to your Identity Provider for SSO, you will see a confirmation in the Account settings card in Rally.

  3. If you need to make any modifications to your SSO connection, you can select Edit 'SSO Configuration'. This will take you back to the WorkOS admin portal, where you can make the necessary changes.

Rally's SSO connection flow is a guided experience that will contain all the information and links you will need to connect to Rally. All SSO required information like Entity ID and Sign-In URL will be provided as you go through the setup flow in Rally.

Confirm the process is complete and active by navigating back to Settings > Account.

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