This guide explains how to integrate Assertiv with Freshworks using SAML. When this setup is complete, users will be able to log into Freshworks using their Assertiv account.
Note: The screenshots used are for demonstrative purposes only and are accurate at time of writing. These screens can change over time. Please let us know if this document no longer reflects the application.
The Freshworks application is a part of a suite of applications. The configuration listed in this document is for Freshdesk.
Step 1 Configure Assertiv
Log into your Assertiv Organization (https://<your-org>.assertiv.com) as an Admin user and select the Manage Apps dashboard tile.
Select the plus ( ) or the create app ( ) button to create a new App config.
Search for the Freshworks application and select the Freshworks icon.
You will be prompted for some basic information on the following page.
Freshworks Service Name: This is the name of the application as you would like it to appear in Assertiv. Make this a descriptive name that your users will understand. E.g "Freshworks Admin".
Open and sign into fresh works and write down the Assertion Consumer Service(ACS) URL from https://<yourapp>.freshworks.com/security. It should looks like this:
Enable Single Sign-on.
Signing Certificate: The certificate is used to create a trust between Assertiv and your Freshworks account. For advanced users, if you have created a certificate you wish to use, select it here. Otherwise (or if you are unsure) you can select "-- Generate New Signing Certificate --".
Freshworks Subdomain URL: The Assertion Consumer Service(ACS) URL of your Freshworks account you wrote down in Step 4. Replacing the fields to complete the URL. More information about where to find this URL is available in the Configure Freshworks section.
Save the Configuration.
You should now be shown the Edit Service page with some additional information.
Login to your Freshworks account as an organisation administrator and navigate to the Security tab.
Click on and enable Single Sign-on
Assertion Consumer Service(ACS) URL: Should be the one that was used in the Assertiv configuration for the Company Login URL.
Service Provider(SP) Entity ID: May not be used as it contains the same information as the Assertion Consumer Service(ACS) URL.
Entity ID provided by the IdP: This should be the URL that you use to login to Assertiv. And also provided in the application configuration for ease of access.
SAML SSO URL: Provided for you from the Assertiv Edit Application Page.
Signing Options: Set this option to Only Signed Assertions
Logout URL: Is optional but could be configured with the following were <tenantName> replaces your organisation name:
X509 Certificate: Copy this value from the Edit Application Page in Assertiv.
For your users to access Freshworks from their Assertiv apps page, you must set up a role, assign users to the role, and give that role permission to access the Freshworks application.
More details on roles can be found in the following articles: