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Zoho Personal Single Sign-On (SSO)

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In Zoho Personal you can create only Personal groups and it is only for personal use, whereas Zoho Business is for Organization use(hosting organization mails, group aliases for the groups, Org Forums and much more org centric features)

For web applications that do not provide support for federated single sign-on, we have miniOrange Secure Single Sign-On browser plugins for SSO. Here, it is enabled on an application, where end users see an icon on their home pages and browsers, through this users can set and update their credentials. ( In the secure store for that application only).

miniOrange Supports all Browser Extension

• miniOrange Secure Single Sign-On Plugins for SSO support all popular web browsers like Chrome, Firefox, Safari, Internet Explorer and Microsoft Edge.
• Browser plugin a secure driven post to the application login page, signing in the user automatically on their behalf. - The plug-in does not store the credentials anywhere and they are discarded once the user has signed into the application.
• Users credentials are stored in an encrypted format by using AES encryption with the combination of a customer-specific private key. When a user clicks the application icon, miniOrange securely posts the username/password to the app login page over SSL and the user is automatically logged in.

Follow the Step-by-Step Guide given below for Zoho Personal Single Sign-On (SSO)

1. Configure Zoho Personal in miniOrange

• Log into miniOrange Admin Console.
• Go to Apps >> click Add Application button.



• In Choose Application Type click on BROWSER EXTENSION/FORM-POST as application type.



• Search for Zoho Personal in the list, if you don't find Zoho Personal in the list then, click on Add Custom App button.



• Enter the following details in the fields below:




App Field	Description
Display Name	Enter your application name
Login Page URL	Login URL of your application
Login Account Type	Shared Login: If multiple users are allowed to access the app via the same credentials assigned by admin, admin should choose shared Login Account option. Individual Login: If each user has a different username and password for the app, admin should choose an Individual Login Account option, so that users can save their username and password from the user portal themselves.
Upload App Logo	Choose a file to upload the app logo.

• Click on Next to proceed.
• Enter the following details in the fields below:




App Field	Description
App Type:	Simple Login: Select Simple Login for applications that use a standard login form with a username field, password field, and a login button. Login with Domain: Select Login with Domain for applications that require an additional input field, such as a domain name, account ID, tenant ID, or other constant value, along with the username and password. Login with Pre-Click: Select Login with Pre-Click for applications that require a user action, such as clicking a button, checkbox, or link, before the login credentials can be submitted.
Auto Click Submit:	Enable this toggle to automatically submit the login form after the extension fills in the user's credentials. Disable this option if users need to manually complete additional verification steps, such as entering a CAPTCHA, answering a security question, or providing other required information before signing in.
Show on Enduser Dashboard:	Enable this toggle to make the application visible on the end-user dashboard. If the application is configured as a Shared Account and the shared credentials have not been configured, the application will not be displayed on the end-user dashboard even if this option is enabled.

• Click on Next to continue.
• You need to Save the Application first to configure the policy for the application.



• Click on Assign group to configure the policy for that application.



• A new Configure Group Assignment Modal tab will open. Fill in the details in the fields below.
• Assign Group: Select the groups you want to link with the application. You can select up to 20 groups at a time.



• If you need to create new group. Click on Add New Group button.
• Enter the Group name and click on Create Group.



• Click on Next.
• Assign Policies: Add the required policies to the selected groups. Enter the following details:
• First Factor: Select the login method from the dropdown.
• If you select Password as the login method, you can enable 2-Factor Authentication (MFA) and Adaptive Authentication, if needed.
• If you select Password-less as login method, you can enable 2-Factor Authentication (MFA) if needed.
• If you select Magic Link as the login method, the following options appear:
• Enable sign-in from other IPs: When enabled, users can open the Magic Link from a different IP address than the one from which it was requested.
• Enable sign-in from other devices: When enabled, users can open the Magic Link on a different device than the one used to request it.



• Click on Save. Policies will be created for all the selected groups.
• You will see the policy listed once it’s successfully added.
• Click on Next to continue.
• To configure the Login Credentials for your app:

• Shared Login
• Individual Login

Configure shared credentials that can be used by all users belonging to a selected group.

• Click on Add Group Credentials.



• Select the required Group from the dropdown.
• Enter the Username and Password for the shared account.
• Click Submit to save the credentials.



• To add multiple shared credentials for the same group, click Add Credential. This adds a new row where you can enter another username and password pair.

Use this option to assign individual login credentials to users by uploading a CSV file.

• Click Browse Files and select the CSV file containing the user credentials.



• Click Save to upload the credentials.

• From the top right side click Profile >> and then User Dashboard.



• Under the "SIGN-IN TO YOUR FAVOURITE CLOUD APPS" section search for Zoho Personal app. Click on Zoho Personal app icon then, click  Download symbol.



• It will redirect you to add extension page. Now, click on the Add to Chrome.




• Click on Add extension.



• Now, miniOrange extension is added in your extension
• Click on the app icon from miniOrange user portal, you will be redirected to Zoho Personal login page.



• Now browser extension will fill the username and password credentials automatically. Once enabled, end users can see an icon on their browser which auto-fills username and password on the application login page and submit the page automatically to let user access the app.
• Now, you can see the homepage of Zoho Personal.

2. Embed Zoho Personal application link in your Website/User Portal

• Go to Admin Dashboard >> Apps >> search for Zoho Personal app.
• Click on Select in Action menu against Zoho Personal app. Select Show SSO link option from dropdown.



• Copy the app link and paste it anywhere on your website - User portal/ Apps Dashboard /Menu, etc.

3. Configure Your User Directory (Optional)

miniOrange provides user authentication from various external sources, which can be Directories (like ADFS, Microsoft Active Directory, Microsoft Entra ID, OpenLDAP, Google, AWS Cognito etc), Identity Providers (like Okta, Shibboleth, Ping, OneLogin, KeyCloak), Databases (like MySQL, Maria DB, PostgreSQL) and many more. You can configure your existing directory/user store or add users in miniOrange.

• Setup miniOrange as IDP
• Setup AD as User Directory
• Setup External IDP

• To add your users in miniOrange there are 2 ways:
• Create User in miniOrange
• Bulk Upload Users

1. Create User in miniOrange

• Click on Users >> User List >> Add User.



• Here, fill the user details without the password and then click on the Create User button.



• After successful user creation a notification message "An end user is added successfully" will be displayed at the top of the dashboard.



• Click on Onboarding Status tab. Check the email, with the registered e-mail id and select action Send Activation Mail with Password Reset Link from Select Action dropdown list and then click on Apply button.



• Now, Open your email id. Open the mail you get from miniOrange and then click on the link to set your account password.
• On the next screen, enter the password and confirm password and then click on the Single Sign-On (SSO) reset password button.



• Now, you can log in into miniOrange account by entering your credentials.

2. Bulk Upload Users in miniOrange via Uploading CSV File.

• Navigate to Users >> User List. Click on Add User button.



• In Bulk User Registration Download sample csv format from our console and edit this csv file according to the instructions.



• To bulk upload users, choose the file make sure it is in comma separated .csv file format then click on Upload.



• After uploading the csv file successfully, you will see a success message with a link.
• Click on that link you will see list of users to send activation mail. Select users to send activation mail and click on Send Activation Mail. An activation mail will be sent to the selected users.

• Click on Identity Providers >> Add Identity Provider in the left menu of the dashboard



• In Choose Identity Provider, select AD/LDAP Directories from the dropdown.



• Then search for AD/LDAP and click it.



• STORE LDAP CONFIGURATION IN MINIORANGE: Choose this option if you want to keep your configuration in miniOrange. If the active directory is behind a firewall, you will need to open the firewall to allow incoming requests to your AD.
• STORE LDAP CONFIGURATION ON PREMISE: Choose this option if you want to keep your configuration in your premise and only allow access to AD inside premises. You will have to download and install miniOrange gateway on your premise.




• Enter AD/LDAP Display Name and Identifier name.
• Select Directory Type as Active Directory.
• Enter the LDAP Server URL or IP Address against the LDAP Server URL field.
• Click on the Test Connection button to verify if you have made a successful connection with your LDAP server.



• In Active Directory, go to the properties of user containers/OU's and search for the Distinguished Name attribute. The bind account should have minimum required read privileges in Active Directory to allow directory lookups. If the use case involves provisioning (such as creating, updating, or deleting users or groups), the account must also be granted appropriate write permissions.



• Enter the valid Bind account Password.
• Click on the Test Bind Account Credentials button to verify your LDAP Bind credentials for LDAP connection.



• Search Base is the location in the directory where the search for a user begins. You will get this from the same place you got your Distinguished name.



• Select a suitable Search filter from the drop-down menu. If you use User in Single Group Filter or User in Multiple Group Filter, replace the <group-dn> in the search filter with the distinguished name of the group in which your users are present. To use custom Search Filter select "Write your Custom Filter" option and customize it accordingly.



• Click on the Next button, or go to the Login Options tab.
• You can also configure following options while setting up AD. Enable Activate LDAP in order to authenticate users from AD/LDAP. Click on the Next button to add user store.




Here's the list of the attributes and what it does when we enable it. You can enable/disable accordingly.

Attribute	Description
Activate LDAP	All user authentications will be done with LDAP credentials if you Activate it
Fallback Authentication	If LDAP credentials fail then user will be authenticated through miniOrange
Enable administrator login	On enabling this, your miniOrange Administrator login authenticates using your LDAP server
Show IdP to users	If you enable this option, this IdP will be visible to users
Sync users in miniOrange	Users will be created in miniOrange after authentication with LDAP



• Click on the Next button, or go to the Attributes tab.

Attributes Mapping from AD

• By default userName, firstName, lastName, email are configured. Scroll down and click on Save button. To fetch additional attributes from Active Directory, enable Send Configured Attributes. On the left side, enter the name that you wish to release to the applications. On the right side, enter the attribute name from Active Directory. E.g., if you wish to fetch company attribute from Active Directory, and send it as organization to configured applications, enter the following:

  Attribute Name sent to SP = organization
  Attribute Name from IDP = company






• Click on the Next button, or go to the Provisioning tab.

User Import and Provisioning from AD

• If you want to set up provisioning, click here for detailed information. We will skip this step for now.

Import Password Policy from AD

• If you want to import your Active Directory password policy into miniOrange, click here for detailed information. We will skip this step for now.

Test Connections

• You will see a list of directories under Identity Providers. From the dropdown, select AD/LDAP Directories, search for your configured directory, click the three dots next to it, and select Test Connection.



• A pop-up appears prompting you to enter a username and password to verify your LDAP configuration.



• On Successful connection with LDAP Server, a success message is shown.

Test Attribute Mapping

• You will see a list of directories under Identity Providers. From the dropdown, select AD/LDAP Directories, search for your configured directory, click the three dots next to it, and select Test Attribute Mapping.



• A pop‑up appears to enter a username and click Test.



• The Test Attribute Mapping Result will be displayed.

Set up AD as External Directory configuration is complete.

Note: Refer our guide to setup LDAP on windows server.

miniOrange integrates with various external user sources such as directories, identity providers, and etc.

• Okta
• ADFS
• Ping
• AWS Cognito
• Many more

Not able to find your IdP or Need help setting it up?

Contact us or email us at idpsupport@xecurify.com and we'll help you setting it up in no time.

External References

• Sign into Zoho Personal Account
• Single Sign-On (SSO)
• Two-factor Authentication for Zoho CRM