Step 4: Configure Users in Yext


Once the IDP and Yext SAML configurations have been properly set up, you’ll need to confirm that users are properly configured between the IDP and Yext.

Configure users

Step 1: Assign Yext application to the relevant users in the IDP.

  1. Log into the IDP.
  2. Make sure that all of the IDP users who you want to be able to access Yext’s platform have permission to access the Yext SAML application.

Step 2: Create SAML users in Yext’s platform

  1. Create users in Yext, unless you are using Just in Time Provisioning. For more information on Just in Time Provisioning, see the Just in Time Provisioning guide .
    • See How to create users for information on how to add new users to Yext’s platform.
    • Every user in your IDP can have a corresponding user in Yext.
    • For most clients, the roleId is typically 9 or 20, Account Manager. You can also follow the steps in the Manage Users Guide to retrieve Available Roles. If you need to create a custom user role, visit How to Create a Custom Role .
  2. Confirm that Yext users are configured for SAML SSO.
    • Via the API make sure that sso field is set to true. Or, in the platform, under specific users make sure that Is SAML User is set to Yes.

Step 3: Confirm username format

  1. Confirm that the username field in Yext matches the user’s username in the Identity Provider; the username should be the same value as the NameID which is passed in the SAML assertion.

Your users should now be able to log into Yext via your IDP! Please reference the Troubleshooting SSO Errors Managing Users guide if it’s not working.