<% user.full_name %>
<% util.level ? util.level.title : '' %>
Explorer Pioneer Apollo Viking Voyager Pathfinder Orion
Points
<% user.points ? user.points.toLocaleString() : 0 %>
Badges
<% util.badgeCount %>
Streaks
Congratulations You've <% util.newestBadge.isCurriculum ? 'completed' : 'earned' %> the
<% util.newestBadge.title %> <% util.newestBadge.isCurriculum ? 'curriculum' : 'badge' %>!
previous
next
Share to Social Media
Linked In Facebook
Status
<% util.level ? util.level.title : '' %>
<% util.level ? util.level.points : '' %>
<% util.nextLevel ? util.nextLevel.title : '' %>
<% util.nextLevel ? util.nextLevel.points : '' %>
Level up! <% util.levelPointsRemaining %> points to go
Level up! <% util.levelPointsRemaining %> points to go
Badges
Completed Hitchhikers Program Track Completed Content Track Completed Pages Track Completed Page Builder Track Completed Search Backend Track Completed Search Frontend Theme Track Completed Search UI React Track Completed Solution Templates and the Admin Console Track Completed Technical Skills Track Completed Platform Basics Track Completed Listings Track Completed Reviews Track Completed Industry Overview Track Completed Analytics Track Completed Industry Overview & Product Basics Track Completed Knowledge Assistant Track Completed Multi-Language Experiences Track Completed Fall '22 Release Highlights Track Completed Spring '23 Release Highlights Track Completed Chat Track Completed Summer '23 Release Highlights Track Completed Fall '23 Release Highlights Track
<% util.expandBadges ? 'Less' : 'More' %>
Playground Accounts
New +
No Playground Accounts
Create Playground +
View Profile
Log Out loading
Mission Complete! 🚀
Congratulations, you’ve completed your first module!

We hope you enjoy exploring the rest of the site. Please don’t forget to leave us feedback - we are constantly looking to improve. Happy Hitchhiking!
Home
Welcome to Hitchhikers! 👋
To learn more about the platform we encourage you to get started by completing the Hitchhikers Program Track and earning your first badge!
Start Here
Close notification
Guide
Configure SAML SSO
Arrow Back
Completed
Introduction
Introduction
completed
Completed 1
Step 1
Confirm SAML is Enabled in the Yext Account
completed
Completed 2
Step 2
Configure the Identity Provider (IDP)
completed
Completed 3
Step 3
Configure Yext as the Service Provider
completed
Completed 4
Step 4
Configure Users in Yext
completed
home

Step 4: Configure Users in Yext

Overview

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.

Feedback
<% elem.innerText %>