The following steps cover the required configuration for Azure SSO to work with EchoVantage.
Step 1: Go to the Azure Portal
This should be portal.azure.com
, or can be accessed by clicking Azure Portal from the account popover after signing in on azure.com.
![Azure Portal Azure Portal](/sites/default/files/azure_sso_step1.png)
Step 2: Add a new App registration
![Add New App Registration Add New App Registration](/sites/default/files/azure_sso_step2a.png)
![Add App Registration Continued Add App Registration Continued](/sites/default/files/azure_sso_step2b.png)
Step 3: Fill out the App registration form
Make sure you replace my-agency
here with the URL you use to login to EchoVantage.
Write this URL down; you will need it for later. We will need this in Step 7.
![Complete App Registration Form Complete App Registration Form](/sites/default/files/azure_sso_step3.png)
Step 4: After registering the App, note the Client ID and OAuth endpoint values
Take note of the Application (client) ID and the outlined portion of the OAuth URL corresponds. This is needed in Step 7.
![Note the Application ID and URL Note the Application ID and URL](/sites/default/files/azure_sso_step4.png)
Step 5: Add a new Client Secret for the application under the Certificates & secrets → Client Secrets section
![Add Client Secret Add Client Secret](/sites/default/files/azure_sso_step5.png)
After saving you should see a new entry in the table which looks like
![New EV Application Record New EV Application Record](/sites/default/files/azure_sso_step5b.png)
Take note of and copy the Value, as it becomes hidden after leaving the pages and a new secret will need to be created if it is forgotten. This value is needed in Step 7.
Step 6: Configure returning access tokens under the Authentication tab
![Configure Returning Access Tokens Configure Returning Access Tokens](/sites/default/files/azure_sso_step6.png)
This page also includes a section to add more redirect URLs which allows multiple environments.
Step 7: Work with Echo to finish configuring your Azure integration
In order to finish configuring your integration, the following information must be sent to Echo.
- Redirect URL (Step 3)
- Client ID (Step 4)
- Client Secret (Step 5)
- Base URL (Step 4)
Granting Staff Members Access to EchoVantage via Azure SSO
Once the Azure SSO is configured to work with EchoVantage, configure the application access for any new and existing users that will access EchoVantage via Azure SSO. Step 1: Navigate to Configuration > Staff/Users > Staff![]() Step 2: Select the staff and click the Application Access icon![]() Step 3: Set the Staff’s username to match that user's email associated with their account in Azure![]() |